← 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
326
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$15.6M $0 1 0.17% Maintained
327
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$15.4M -$496K 13 0.23% Reduced
328
Swiss Life Asset Management
Swiss Life Asset Management
$15.4M +$10M 3 0.22% Increased
329
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$15.1M -$1.06M 4 0.2% Reduced
330
CGC
Continental Grain Company
New York
$15.1M +$7.95M 2 4.38% Increased
331
KLC
Kent Lake Capital
Nevada
$15M +$12.4M 1 7.11% New
332
Fenimore Asset Management
Fenimore Asset Management
New York
$14.8M -$244K 1 0.42% Reduced
333
HAIM
Hunter Associates Investment Management
Pennsylvania
$14.6M -$428K 3 3.6% Reduced
334
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$14.6M -$17.8M 2 0.58% Reduced
335
Utah Retirement Systems
Utah Retirement Systems
Utah
$14.6M +$439K 5 0.21% Increased
336
EP
Edgestream Partners
New Jersey
$14.6M -$22.2M 3 0.73% Reduced
337
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$14.5M +$2.73M 4 0.09% Increased
338
Första AP-fonden
Första AP-fonden
Sweden
$14.4M +$2.44M 4 0.22% Increased
339
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$14.3M -$3.31M 3 0.09% Reduced
340
SAM
Sectoral Asset Management
Quebec, Canada
$14.1M -$1.2M 1 0.99% Reduced
341
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$14M -$567K 10 0.07% Reduced
342
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$13.9M -$10.9M 4 0.03% Reduced
343
LPL Financial
LPL Financial
California
$13.9M +$1.02M 11 0.02% Increased
344
Hantz Financial Services
Hantz Financial Services
Michigan
$13.8M +$422K 2 0.62% Increased
345
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$13.8M +$52.3K 5 0.04% Increased
346
QS Investors
QS Investors
New York
$13.7M +$7.59M 8 0.17% Increased
347
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
$13.6M +$13M 1 0.08% New
348
Trillium Asset Management
Trillium Asset Management
Massachusetts
$13.6M +$148K 2 0.49% Increased
349
Nomura Asset Management
Nomura Asset Management
Japan
$13.5M +$358K 4 0.09% Increased
350
ORI
Oak Ridge Investments
Illinois
$13.5M -$3.58M 1 1.19% Reduced