← 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
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$18.3M +$580K 4 0.1% Increased
327
Boston Trust Walden
Boston Trust Walden
Massachusetts
$17.9M +$1.57M 1 0.16% Increased
328
Select Equity Group
Select Equity Group
New York
$17.8M +$4.6M 1 0.06% Increased
329
Första AP-fonden
Första AP-fonden
Sweden
$17.6M +$4.33M 4 0.21% Increased
330
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Illinois
$17.3M +$17M 2 1.94% New
331
Braun Stacey Associates
Braun Stacey Associates
New York
$17.3M -$8.6M 1 0.67% Reduced
332
Trillium Asset Management
Trillium Asset Management
Massachusetts
$17.2M +$1.82M 2 0.48% Increased
333
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$17.1M +$271K 12 0.04% Increased
334
Mutual of America Capital Management
Mutual of America Capital Management
New York
$17.1M -$127K 9 0.17% Reduced
335
1832 Asset Management
1832 Asset Management
Ontario, Canada
$16.7M +$4.36M 2 0.03% Increased
336
Cullen Capital Management
Cullen Capital Management
New York
$16.7M +$1.04M 1 0.16% Increased
337
Bahl & Gaynor
Bahl & Gaynor
Ohio
$16.6M +$2.87M 2 0.1% Increased
338
QS Investors
QS Investors
New York
$16.5M +$166K 8 0.2% Increased
339
Cookson Peirce & Co
Cookson Peirce & Co
Pennsylvania
$16.5M -$423K 1 1.02% Reduced
340
M&T Bank
M&T Bank
New York
$16.4M +$81.4K 8 0.07% Increased
341
JGC
J. Goldman & Co
New York
$15.8M +$186K 2 0.61% Increased
342
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$15.8M +$8.09M 2 0.1% Increased
343
Castleark Management
Castleark Management
Illinois
$15.7M +$8.27M 2 0.53% Increased
344
2L
22NW LP
Washington
$15.2M $0 1 4.09% Maintained
345
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$15.2M +$526K 11 0.07% Increased
346
Empyrean Capital Partners
Empyrean Capital Partners
California
$14.9M $0 1 0.34% Maintained
347
Utah Retirement Systems
Utah Retirement Systems
Utah
$14.9M -$132K 5 0.19% Reduced
348
Candriam SCA
Candriam SCA
Luxembourg
$14.9M +$3.49M 4 0.1% Increased
349
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$14.9M +$2.89M 5 0.2% Increased
350
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$14.8M -$29.4K 7 0.17% Reduced