← 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
Madison Investment Holdings
Madison Investment Holdings
Wisconsin
$39.9M +$3.88M 1 0.77% Increased
152
Boston Trust Walden
Boston Trust Walden
Massachusetts
$39.7M -$1.49M 3 0.63% Reduced
153
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$39.3M -$1.92M 5 0.37% Reduced
154
OppenheimerFunds
OppenheimerFunds
New York
$39.1M -$7.21M 5 0.05% Reduced
155
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$39M +$37M 3 0.73% New
156
PTC
Philadelphia Trust Company
Pennsylvania
$38.8M +$10.6M 2 3.1% Increased
157
PAR Capital Management
PAR Capital Management
Massachusetts
$38.5M +$6.23M 1 0.5% Increased
158
Korea Investment Corp
Korea Investment Corp
South Korea
$37.2M +$7.25M 4 0.18% Increased
159
BC
Bodenholm Capital
Sweden
$36.9M +$33.3M 1 22.72% New
160
PCM
Palestra Capital Management
New York
$36.9M +$29K 1 2.07% Increased
161
Manning & Napier Advisors
Manning & Napier Advisors
New York
$35.4M -$66.8M 3 0.23% Reduced
162
Prudential plc
Prudential plc
United Kingdom
$35.2M -$1.5M 5 0.12% Reduced
163
Meyer Handelman Company
Meyer Handelman Company
New York
$34.6M +$497K 3 1.53% Increased
164
Capital Guardian Trust
Capital Guardian Trust
California
$34.4M -$15.2M 2 0.27% Reduced
165
Nuveen
Nuveen
North Carolina
$33.8M +$15.5M 7 0.17% Increased
166
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$33.3M +$1.53M 9 0.24% Increased
167
RMCP
Red Mountain Capital Partners
California
$32.9M +$427K 1 9.2% Increased
168
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$32.7M +$658K 5 0.14% Increased
169
EC
Engaged Capital
California
$32.2M +$1.41M 1 10.48% Increased
170
Aviva
Aviva
United Kingdom
$32.1M +$1.93M 5 0.19% Increased
171
RIG
Roosevelt Investment Group
New York
$31.8M -$909K 2 2.82% Reduced
172
PGGM Investments
PGGM Investments
Netherlands
$31.7M +$335K 3 0.16% Increased
173
ProShare Advisors
ProShare Advisors
Maryland
$31.7M +$12.9M 6 0.35% Increased
174
HT
HAP Trading
New York
$31.7M +$18.2M 3 1.59% Increased
175
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$31.6M +$29.5M 1 0.37% New