← 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
151
CCMH
Cornerstone Capital Management Holdings
New York
$36.7M -$3.03M 3 0.3% Reduced
152
SG Americas Securities
SG Americas Securities
New York
$36.3M -$254M 7 0.26% Reduced
153
Capstone Investment Advisors
Capstone Investment Advisors
New York
$36.2M +$7.46M 4 0.97% Increased
154
AIG
American International Group
New York
$35.9M -$770K 10 0.15% Reduced
155
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$35.9M -$1.75M 2 1.26% Reduced
156
HA
Heartland Advisors
Wisconsin
$35M -$21.9M 2 1.4% Reduced
157
Boston Trust Walden
Boston Trust Walden
Massachusetts
$34.7M -$3.17M 3 0.64% Reduced
158
Hennessy Advisors Inc
Hennessy Advisors Inc
California
$34.6M +$34.7M 1 1.08% New
159
GA
Glenhill Advisors
New York
$34.3M +$1.24M 1 2.55% Increased
160
STRS Ohio
STRS Ohio
Ohio
$34.1M -$1.58M 6 0.15% Reduced
161
Federated Hermes
Federated Hermes
Pennsylvania
$33.4M -$9.07M 8 0.11% Reduced
162
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$33.4M +$5.25M 4 0.13% Increased
163
ACM
American Capital Management
New York
$32.8M +$764K 1 2.91% Increased
164
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$32.4M +$573K 5 0.19% Increased
165
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$32M -$623K 4 0.27% Reduced
166
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$31.7M +$33.1M 3 0.41% New
167
HBK Investments
HBK Investments
Texas
$31.7M +$13.9M 3 0.29% Increased
168
RIG
Roosevelt Investment Group
New York
$30.1M -$3.76M 1 1.97% Reduced
169
CRM
Cramer Rosenthal McGlynn
Connecticut
$29.4M +$5.44M 1 0.44% Increased
170
Barclays
Barclays
United Kingdom
$28.9M -$5.98M 8 0.04% Reduced
171
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$28.6M -$45.8K 2 0.11% Reduced
172
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$28.6M -$16.2K 8 0.22% Reduced
173
TD Asset Management
TD Asset Management
Ontario, Canada
$28.5M -$511K 4 0.06% Reduced
174
Meyer Handelman Company
Meyer Handelman Company
New York
$28.3M $0 2 1.34% Maintained
175
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$28.2M +$1.67M 9 0.14% Increased
5 6
7
8 9