← 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
NIP
Nicholas Investment Partners
California
$18.1M +$16.5M 2 1.29% New
327
Susquehanna Fundamental Investments
Susquehanna Fundamental Investments
Pennsylvania
$18.1M +$7.57M 8 0.35% Increased
328
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$18.1M +$1.19M 10 0.04% Increased
329
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$18M -$56.8K 4 0.1% Reduced
330
Palisade Capital Management
Palisade Capital Management
New Jersey
$17.9M +$4.64M 1 0.41% Increased
331
Becker Capital Management
Becker Capital Management
Oregon
$17.5M +$474K 1 0.7% Increased
332
Los Angeles Capital Management
Los Angeles Capital Management
California
$17.4M -$34.4M 9 0.07% Reduced
333
TPSF
Texas Permanent School Fund
Texas
$17.3M +$3.34M 10 0.24% Increased
334
HAM
Harber Asset Management
North Carolina
$17M +$1.71M 1 4.36% Increased
335
SGCIA
Smith Graham & Co Investment Advisors
Texas
$17M -$110K 1 1.76% Reduced
336
Trillium Asset Management
Trillium Asset Management
Massachusetts
$16.9M +$4.99M 1 0.45% Increased
337
Azimuth Capital Management
Azimuth Capital Management
Michigan
$16.7M -$41.1K 3 0.72% Reduced
338
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$16.5M -$1.75M 5 0.03% Reduced
339
Fisher Asset Management
Fisher Asset Management
Washington
$16.4M +$1.65M 1 0.01% Increased
340
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$16.2M +$3.17M 5 0.19% Increased
341
LP
Lexington Partners
New York
$16.1M $0 1 7.34% Maintained
342
GEH
General Equity Holdings
New York
$16M -$1.51M 1 11.9% Reduced
343
Fenimore Asset Management
Fenimore Asset Management
New York
$15.8M +$23.5K 1 0.39% Increased
344
PFC
Phocas Financial Corp
California
$15.8M +$1.33M 3 1.96% Increased
345
Bahl & Gaynor
Bahl & Gaynor
Ohio
$15.6M +$471K 3 0.12% Increased
346
Great Lakes Advisors
Great Lakes Advisors
Illinois
$15.3M +$11.8M 3 0.25% Increased
347
FTCM
Fir Tree Capital Management
New York
$15.3M +$7.41M 1 0.43% Increased
348
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$15.3M -$2.85M 4 0.15% Reduced
349
WHCM
Wolf Hill Capital Management
Connecticut
$15.3M +$8.44M 1 3.32% Increased
350
M&T Bank
M&T Bank
New York
$15.2M +$683K 9 0.07% Increased
12 13
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