← 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
251
Norinchukin Bank
Norinchukin Bank
Japan
$26.7M -$3.96M 4 0.52% Reduced
252
Amalgamated Bank
Amalgamated Bank
New York
$26.4M +$1.51M 19 0.25% Increased
253
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$26.2M -$960K 4 1.05% Reduced
254
Boston Trust Walden
Boston Trust Walden
Massachusetts
$26.2M +$527K 1 0.25% Increased
255
KAM
Krensavage Asset Management
New York
$25.8M +$29.3M 1 8.51% New
256
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$25.7M +$16.7M 2 0.81% Increased
257
NIG
NFJ Investment Group
Texas
$25.6M +$4.78M 2 0.61% Increased
258
TBC
Tweedy, Browne Co
Connecticut
$25.4M -$314K 1 1.04% Reduced
259
HighTower Advisors
HighTower Advisors
Illinois
$25.3M -$5.59M 8 0.07% Reduced
260
TCM
Tekla Capital Management
Massachusetts
$24.3M +$426K 3 0.96% Increased
261
Artisan Partners
Artisan Partners
Wisconsin
$24.3M -$7.97M 1 0.04% Reduced
262
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$24.2M +$1.4M 7 0.17% Increased
263
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$24.2M +$145K 10 0.2% Increased
264
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$24.2M +$18.1M 2 0.69% Increased
265
PFC
Poplar Forest Capital
California
$24.1M -$1.04M 1 2.77% Reduced
266
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$24.1M -$137K 1 0.29% Reduced
267
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
$23.9M +$18.7M 1 1.08% Increased
268
GIP
Granite Investment Partners
California
$23.9M +$208K 1 0.99% Increased
269
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$23.8M -$9.99M 7 0.04% Reduced
270
SAM
Scopus Asset Management
New York
$23.8M +$13.2M 2 1.31% Increased
271
CCP
Clarkston Capital Partners
Michigan
$23.6M +$326K 2 0.43% Increased
272
Old Mission Capital
Old Mission Capital
Illinois
$23.6M +$23.9M 3 0.66% Increased
273
T
TOBAM
France
$23.6M -$25.2M 3 1.48% Reduced
274
ACM
Atika Capital Management
New York
$23.3M +$439K 1 2.62% Increased
275
Royal London Asset Management
Royal London Asset Management
United Kingdom
$23.1M +$431K 5 0.11% Increased