← 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
Pictet Asset Management
Pictet Asset Management
Switzerland
$33.4M -$353K 7 0.04% Reduced
227
TD Asset Management
TD Asset Management
Ontario, Canada
$33.3M -$1.66M 9 0.03% Reduced
228
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$33.2M -$754K 11 0.16% Reduced
229
Meyer Handelman Company
Meyer Handelman Company
New York
$33.2M +$168K 4 1.29% Increased
230
Nomura Holdings
Nomura Holdings
Japan
$33.1M +$18.8M 5 0.09% Increased
231
Wedge Capital Management
Wedge Capital Management
North Carolina
$32.4M -$790K 1 0.58% Reduced
232
CCP
Clarkston Capital Partners
Michigan
$32.3M -$402K 2 0.6% Reduced
233
Hood River Capital Management
Hood River Capital Management
Florida
$31.8M +$2.81M 1 0.88% Increased
234
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$31.8M +$152K 16 0.02% Increased
235
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$31.5M +$6.99M 3 0.04% Increased
236
CCM
Camber Capital Management
Massachusetts
$30.5M -$11.7M 1 0.78% Reduced
237
ITP
Iron Triangle Partners
Connecticut
$30.5M +$24.3M 1 3.95% New
238
SIM
SW Investment Management
Colorado
$30.5M +$1.66M 1 10.51% Increased
239
TOTUOP
Trustees of The University of Pennsylvania
Pennsylvania
$30.3M $0 1 83.17% Maintained
240
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$30.2M -$42.7M 7 0.2% Reduced
241
PineBridge Investments
PineBridge Investments
New York
$30.2M +$14.7M 2 0.28% Increased
242
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$29.9M +$3.31M 16 0.21% Increased
243
Creative Planning
Creative Planning
Kansas
$29.7M +$12.2M 11 0.06% Increased
244
Reinhart Partners
Reinhart Partners
Wisconsin
$29.6M +$3.5M 1 1.3% Increased
245
IAM
Iridian Asset Management
Connecticut
$29.3M -$9.38M 2 5.32% Reduced
246
Vaughan David Investments
Vaughan David Investments
Illinois
$29.3M +$26.2M 1 0.8% New
247
US Bancorp
US Bancorp
Minnesota
$29.3M +$2.2M 17 0.04% Increased
248
MetLife Investment Management
MetLife Investment Management
New Jersey
$29.2M -$2.71M 16 0.21% Reduced
249
IP
Isomer Partners
New York
$29.2M +$4.81M 1 13.19% Increased
250
Candriam SCA
Candriam SCA
Luxembourg
$29.1M +$2.62M 4 0.2% Increased