← 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
WBC
Westpac Banking Corp
Australia
$15.8M -$1.01M 4 0.17% Reduced
327
QS Investors
QS Investors
New York
$15.8M +$1.37M 7 0.18% Increased
328
Eventide Asset Management
Eventide Asset Management
Massachusetts
$15.7M $0 1 0.23% Maintained
329
Select Equity Group
Select Equity Group
New York
$15.7M +$15.3M 1 0.06% New
330
Boston Trust Walden
Boston Trust Walden
Massachusetts
$15.6M +$5.89M 1 0.15% Increased
331
Azimuth Capital Management
Azimuth Capital Management
Michigan
$15.6M -$8.02K 3 0.74% Reduced
332
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$15.6M -$4.15M 10 0.35% Reduced
333
JGC
J. Goldman & Co
New York
$15.6M +$12.2M 1 0.5% Increased
334
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$15.5M -$415K 4 0.2% Reduced
335
ACM
AlphaCrest Capital Management
New York
$15.5M +$10.9M 8 0.86% Increased
336
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$15.3M +$2.09M 4 0.03% Increased
337
Cookson Peirce & Co
Cookson Peirce & Co
Pennsylvania
$15.1M -$5.29M 1 0.99% Reduced
338
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$15.1M -$318K 13 0.23% Reduced
339
LCG
Lisanti Capital Growth
New York
$15M -$3.95M 1 1.93% Reduced
340
Magnetar Financial
Magnetar Financial
Illinois
$14.9M +$15.4M 3 0.14% New
341
Trillium Asset Management
Trillium Asset Management
Massachusetts
$14.6M +$954K 2 0.46% Increased
342
Old Mission Capital
Old Mission Capital
Illinois
$14.5M +$15M 3 0.81% New
343
ORI
Oak Ridge Investments
Illinois
$14.4M -$512K 1 1.34% Reduced
344
PSP
Principal Street Partners
Tennessee
$14.2M +$8.76M 2 1.84% Increased
345
Swiss Life Asset Management
Swiss Life Asset Management
$14.2M -$411K 3 0.2% Reduced
346
Fenimore Asset Management
Fenimore Asset Management
New York
$14.1M -$427K 1 0.36% Reduced
347
M&T Bank
M&T Bank
New York
$14M -$1.03M 7 0.06% Reduced
348
Laurion Capital Management
Laurion Capital Management
New York
$13.8M +$13.7M 2 0.07% Increased
349
Hantz Financial Services
Hantz Financial Services
Michigan
$13.6M +$544K 2 0.56% Increased
350
Utah Retirement Systems
Utah Retirement Systems
Utah
$13.3M -$624K 5 0.19% Reduced
12 13
14
15 16