← 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
$38.3M -$944K 2 0.78% Reduced
227
HRT Financial
HRT Financial
New York
$38.1M +$380K 13 0.47% Increased
228
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$38M +$539K 4 0.76% Increased
229
Cookson Peirce & Co
Cookson Peirce & Co
Pennsylvania
$37.6M +$7.61M 1 2.41% Increased
230
Meyer Handelman Company
Meyer Handelman Company
New York
$37.4M -$839K 3 1.57% Reduced
231
GW&K Investment Management
GW&K Investment Management
Massachusetts
$37.3M +$4.48M 2 0.36% Increased
232
US Bancorp
US Bancorp
Minnesota
$36.8M -$909K 16 0.06% Reduced
233
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$36.2M +$16M 10 0.24% Increased
234
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$36.2M -$25.9M 1 0.17% Reduced
235
NAM
Nexpoint Asset Management
Texas
$35.8M +$35.7M 1 3.88% Increased
236
MetLife Investment Management
MetLife Investment Management
New Jersey
$35.5M -$210K 17 0.26% Reduced
237
Andra AP-fonden
Andra AP-fonden
Sweden
$35.5M +$4.12M 4 0.92% Increased
238
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$35.2M +$3.21M 5 1.34% Increased
239
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$34.2M +$6.79M 11 0.28% Increased
240
SC
Sasco Capital
Connecticut
$34.1M -$625K 1 4.2% Reduced
241
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$33.7M +$760K 4 0.19% Increased
242
OFI Invest Asset Management
OFI Invest Asset Management
France
$33.2M +$32.8M 1 1.4% New
243
CCP
Clarkston Capital Partners
Michigan
$33.2M -$546K 2 0.62% Reduced
244
ACM
Atika Capital Management
New York
$33.1M +$126K 1 4.89% Increased
245
Squarepoint
Squarepoint
New York
$33M -$12.4M 12 0.13% Reduced
246
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$32.8M +$21.1M 13 0.33% Increased
247
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$32.6M +$1.01M 16 0.26% Increased
248
LI
Leeward Investments
Massachusetts
$32.4M -$936K 2 1.48% Reduced
249
Baupost Group
Baupost Group
Massachusetts
$31.5M -$810K 1 0.54% Reduced
250
TOTUOP
Trustees of The University of Pennsylvania
Pennsylvania
$31.2M $0 1 30.51% Maintained