← 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
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$40.5M +$21.2M 7 0.22% Increased
152
Korea Investment Corp
Korea Investment Corp
South Korea
$40.1M +$839K 3 0.22% Increased
153
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$39.6M +$517K 5 0.38% Increased
154
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$38.1M +$1.84M 4 0.26% Increased
155
Nicholas Company
Nicholas Company
Wisconsin
$37.6M +$6.47M 3 0.98% Increased
156
AAM
Ardevora Asset Management
United Kingdom
$37.6M +$35.3M 1 1.13% New
157
Lazard Asset Management
Lazard Asset Management
New York
$36.9M +$13M 4 0.07% Increased
158
Envestnet Asset Management
Envestnet Asset Management
Illinois
$36.7M +$39.8M 10 0.06% Increased
159
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$36.6M -$413K 4 0.33% Reduced
160
DC
DPM Capital
Florida
$36.2M +$45.1M 1 21.13% New
161
Chevy Chase Trust
Chevy Chase Trust
Maryland
$36.2M +$11.8M 4 0.18% Increased
162
Natixis
Natixis
France
$35.7M +$26.3M 3 0.29% Increased
163
US Bancorp
US Bancorp
Minnesota
$35.3M -$1.16M 12 0.11% Reduced
164
Guggenheim Capital
Guggenheim Capital
Illinois
$35.1M -$1.08M 9 0.3% Reduced
165
Royce & Associates
Royce & Associates
New York
$34.8M +$1.65M 3 0.31% Increased
166
Welch & Forbes
Welch & Forbes
Massachusetts
$34.4M +$3.95M 1 0.97% Increased
167
Raymond James & Associates
Raymond James & Associates
Florida
$34.2M +$1.76M 8 0.06% Increased
168
William Blair & Company
William Blair & Company
Illinois
$33.9M -$2.95M 3 0.25% Reduced
169
Aberdeen Group
Aberdeen Group
United Kingdom
$32.9M +$5.72M 4 0.08% Increased
170
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$32.8M +$4.09M 12 0.04% Increased
171
Eagle Asset Management
Eagle Asset Management
Florida
$32.8M +$9.96M 2 0.21% Increased
172
PP
PDT Partners
New York
$32.6M -$2.88M 2 1.82% Reduced
173
CC
Carlson Capital
Texas
$32.6M +$2.34M 2 0.51% Increased
174
ProShare Advisors
ProShare Advisors
Maryland
$32.6M +$7.67M 8 0.23% Increased
175
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$32.3M +$7.63M 2 0.32% Increased