← All themes GLP-1 & Obesity

Obesity Second-Order Effects

Weight-loss medicines change demand well outside healthcare — in snacks, alcohol, apparel sizing, dialysis, and bariatric surgery. Some companies gain from the shift and others lose, which is exactly why the linkage is worth tagging.

26 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
226
Nicholas Company
Nicholas Company
Wisconsin
$35M $0 2 0.75% Maintained
227
EARNEST Partners
EARNEST Partners
Georgia
$33.9M -$470K 7 0.21% Reduced
228
MetLife Investment Management
MetLife Investment Management
New Jersey
$33.6M -$735K 17 0.25% Reduced
229
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$33.1M +$659K 5 0.11% Increased
230
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$33M -$4.93M 5 1.3% Reduced
231
Acadian Asset Management
Acadian Asset Management
Massachusetts
$32.7M +$20.5M 9 0.16% Increased
232
Emerald Advisers
Emerald Advisers
Pennsylvania
$32.4M +$6.08M 3 1.57% Increased
233
GIP
Granite Investment Partners
California
$32.1M -$525K 1 1.34% Reduced
234
Fidelity International
Fidelity International
Bermuda
$32M -$971K 3 0.04% Reduced
235
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$31.6M -$1.36M 1 0.38% Reduced
236
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$31.3M +$1.43M 4 0.19% Increased
237
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$31.2M +$3.07M 6 0.08% Increased
238
RHJA
Rice Hall James & Associates
California
$31M -$439K 1 1.78% Reduced
239
Comerica Bank
Comerica Bank
Texas
$31M -$2.75M 15 0.24% Reduced
240
Maverick Capital
Maverick Capital
Texas
$30.6M +$579K 5 0.72% Increased
241
GAMCO Investors
GAMCO Investors
Connecticut
$30.4M -$1.68M 5 0.33% Reduced
242
Amalgamated Bank
Amalgamated Bank
New York
$30.3M +$2.08M 19 0.27% Increased
243
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$30M -$610K 16 0.24% Reduced
244
LOAME
Lombard Odier Asset Management (Europe)
United Kingdom
$30M +$1.69M 4 1.22% Increased
245
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$29.8M +$1.94M 12 0.37% Increased
246
Baupost Group
Baupost Group
Massachusetts
$29.8M +$34.8M 1 0.49% New
247
Andra AP-fonden
Andra AP-fonden
Sweden
$29.7M +$10.7M 4 0.9% Increased
248
LI
Leeward Investments
Massachusetts
$29.2M -$5.96M 2 1.29% Reduced
249
Boston Partners
Boston Partners
Massachusetts
$29M +$15.3M 5 0.04% Increased
250
CCP
Clarkston Capital Partners
Michigan
$28.9M +$206K 2 0.55% Increased