← 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
Natixis Advisors
Natixis Advisors
Massachusetts
$31.8M +$2.02M 6 0.07% Increased
227
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$31.4M +$30.8M 1 0.7% Increased
228
CCM
Camber Capital Management
Massachusetts
$31.2M $0 1 0.86% Maintained
229
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$31M -$1.22M 20 0.02% Reduced
230
GW&K Investment Management
GW&K Investment Management
Massachusetts
$30.5M +$6.02M 8 0.28% Increased
231
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$30.4M +$16.3M 5 0.07% Increased
232
Asset Management One
Asset Management One
Japan
$30.3M -$2.15M 5 0.12% Reduced
233
CF
Corebridge Financial
Texas
$29.9M +$31.2M 18 0.16% New
234
GAMCO Investors
GAMCO Investors
Connecticut
$29.5M +$140K 6 0.32% Increased
235
TC
TwinBeech Capital
New York
$29.2M +$30.3M 6 0.57% Increased
236
2
2Xideas
Switzerland
$28.9M -$13.2M 1 3.61% Reduced
237
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$28.8M +$3.65M 4 0.71% Increased
238
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$28.7M -$15.6M 7 0.13% Reduced
239
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$28.6M +$802K 18 0.18% Increased
240
MC
Martin Currie
United Kingdom
$28.1M -$32.2M 1 1.01% Reduced
241
BCM
Bronte Capital Management
Australia
$28M -$1.09M 1 2.19% Reduced
242
CCPM
Cooper Creek Partners Management
New York
$27.9M +$11.2M 1 0.93% Increased
243
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$27.8M -$1.81M 5 0.11% Reduced
244
Creative Planning
Creative Planning
Kansas
$27.7M +$1.53M 12 0.03% Increased
245
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$27.7M -$53.8M 3 0.26% Reduced
246
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$27.6M +$2.35M 10 0.08% Increased
247
Meyer Handelman Company
Meyer Handelman Company
New York
$27.5M -$1.77M 3 0.97% Reduced
248
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$27.3M -$1.97M 10 0.12% Reduced
249
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$27.2M +$3.26M 11 0.1% Increased
250
Candriam SCA
Candriam SCA
Luxembourg
$27.1M -$384K 3 0.16% Reduced