← 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
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$38.8M +$12M 4 0.41% Increased
227
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$38.3M +$11.3M 5 0.92% Increased
228
Fidelity International
Fidelity International
Bermuda
$38.1M -$154K 3 0.04% Reduced
229
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$38M +$3.72M 5 0.2% Increased
230
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$38M -$5.93M 10 0.06% Reduced
231
Meyer Handelman Company
Meyer Handelman Company
New York
$37.3M +$811K 3 1.51% Increased
232
Reinhart Partners
Reinhart Partners
Wisconsin
$37.1M +$23.8M 1 1.88% Increased
233
AIG
American International Group
New York
$37.1M -$3.82M 19 0.23% Reduced
234
AAM
Ardevora Asset Management
United Kingdom
$37M -$16.8M 1 0.9% Reduced
235
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$37M +$12.3M 8 0.35% Increased
236
CCM
Camber Capital Management
Massachusetts
$36.4M +$26.2M 1 1.19% Increased
237
Artisan Partners
Artisan Partners
Wisconsin
$36.3M +$32.3K 1 0.06% Increased
238
TC
TwinBeech Capital
New York
$36.2M +$31M 8 0.71% Increased
239
CCP
Clarkston Capital Partners
Michigan
$35.4M -$1.14M 2 0.64% Reduced
240
Eventide Asset Management
Eventide Asset Management
Massachusetts
$35.1M $0 1 0.59% Maintained
241
Rubric Capital Management (New York)
Rubric Capital Management (New York)
New York
$35M -$4.85M 1 1.5% Reduced
242
ACM
Alua Capital Management
New York
$34.8M $0 1 2.39% Maintained
243
Eagle Asset Management
Eagle Asset Management
Florida
$34M -$57.2M 2 0.19% Reduced
244
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$33.5M +$6.72M 4 0.31% Increased
245
Integral Health Asset Management
Integral Health Asset Management
New York
$33.4M +$6.57M 1 4.14% Increased
246
TimesSquare Capital Management
TimesSquare Capital Management
New York
$33.2M +$114K 1 0.48% Increased
247
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$33.2M +$138K 15 0.24% Increased
248
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$32.7M -$6.83M 11 0.39% Reduced
249
MetLife Investment Management
MetLife Investment Management
New Jersey
$32.6M -$4.2M 16 0.24% Reduced
250
Candriam SCA
Candriam SCA
Luxembourg
$32.4M +$6.67M 3 0.23% Increased
8 9
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