← 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
276
Becker Capital Management
Becker Capital Management
Oregon
$22.5M -$652K 1 1.18% Reduced
277
Osaic Holdings
Osaic Holdings
Arizona
$22.5M +$80.8K 20 0.05% Increased
278
GW&K Investment Management
GW&K Investment Management
Massachusetts
$22.4M +$3.47M 1 0.25% Increased
279
Douglas Lane & Associates
Douglas Lane & Associates
New York
$22.2M -$109K 1 0.41% Reduced
280
Nantahala Capital Management
Nantahala Capital Management
Connecticut
$21.9M +$1.39M 1 1.42% Increased
281
CI
CPMG Inc
Texas
$21.8M +$324K 1 4.28% Increased
282
LOAMS
Lombard Odier Asset Management (Switzerland)
Switzerland
$21.7M +$5.74M 3 1.84% Increased
283
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$21.6M -$7.06M 4 0.24% Reduced
284
Boston Trust Walden
Boston Trust Walden
Massachusetts
$21.2M -$7.16M 1 0.21% Reduced
285
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$21.2M -$1.91M 16 0.13% Reduced
286
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$21.2M +$2.89M 15 0.06% Increased
287
Royal London Asset Management
Royal London Asset Management
United Kingdom
$21.2M -$2.62M 4 0.11% Reduced
288
Panagora Asset Management
Panagora Asset Management
Massachusetts
$21.1M +$3.73M 11 0.15% Increased
289
RCW
Rheos Capital Works
Japan
$21.1M $0 2 1.42% Maintained
290
WHCM
Wolf Hill Capital Management
Connecticut
$20.9M +$1.98M 1 4.29% Increased
291
Epoch Investment Partners
Epoch Investment Partners
New York
$20.6M -$6.14M 1 0.13% Reduced
292
Railway Pension Investments
Railway Pension Investments
United Kingdom
$20.4M +$745K 3 0.22% Increased
293
Braun Stacey Associates
Braun Stacey Associates
New York
$20.4M -$3.22M 2 1.24% Reduced
294
MFS
Mirabella Financial Services
United Kingdom
$20.3M +$3.54M 3 2.11% Increased
295
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$20.3M -$13.8M 18 0.01% Reduced
296
CCPM
Cooper Creek Partners Management
New York
$20.2M +$20.4M 1 2.1% New
297
ProShare Advisors
ProShare Advisors
Maryland
$20.1M -$2.74M 12 0.08% Reduced
298
Yousif Capital Management
Yousif Capital Management
Michigan
$20M +$926K 12 0.28% Increased
299
Susquehanna Fundamental Investments
Susquehanna Fundamental Investments
Pennsylvania
$19.8M +$21.4M 7 0.34% New
300
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$19.6M +$1.56M 12 0.2% Increased