← 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
William Blair & Company
William Blair & Company
Illinois
$66.1M +$698K 6 0.21% Increased
152
Artisan Partners
Artisan Partners
Wisconsin
$64.7M +$59M 1 0.09% New
153
Welch & Forbes
Welch & Forbes
Massachusetts
$64M +$2.29M 1 0.88% Increased
154
Raymond James & Associates
Raymond James & Associates
Florida
$63.2M +$10.2M 13 0.04% Increased
155
Two Sigma Investments
Two Sigma Investments
New York
$63.1M -$4.32M 11 0.15% Reduced
156
LPL Financial
LPL Financial
California
$60.8M +$6.16M 12 0.03% Increased
157
MC
Martin Currie
United Kingdom
$60.5M +$603K 1 1.86% Increased
158
Cullen Capital Management
Cullen Capital Management
New York
$60.4M +$5.9M 1 0.67% Increased
159
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$57.4M +$1.42M 3 1.04% Increased
160
UMB Bank
UMB Bank
Missouri
$57.2M -$913K 10 0.91% Reduced
161
C WorldWide Group
C WorldWide Group
Denmark
$57.2M +$35M 1 0.65% Increased
162
Adage Capital Partners
Adage Capital Partners
Massachusetts
$55.8M -$41M 3 0.11% Reduced
163
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$55.7M -$6.61M 4 0.15% Reduced
164
Canada Life
Canada Life
Manitoba, Canada
$55.6M +$3.45M 10 0.11% Increased
165
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$55.6M -$5.53M 8 0.35% Reduced
166
Bellevue Group
Bellevue Group
Switzerland
$52.8M -$325K 2 0.8% Reduced
167
Degroof Petercam Asset Management
Degroof Petercam Asset Management
Belgium
$51.6M +$734K 6 0.62% Increased
168
Level Four Advisory Services
Level Four Advisory Services
Texas
$50.7M $0 3 2.78% Maintained
169
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$50.5M -$109K 5 0.93% Reduced
170
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$50.5M -$59.4M 7 0.23% Reduced
171
Lazard Asset Management
Lazard Asset Management
New York
$50.2M +$20.8M 9 0.06% Increased
172
Kennedy Capital Management
Kennedy Capital Management
Missouri
$49.2M +$807K 4 1.01% Increased
173
Gabelli Funds
Gabelli Funds
New York
$48.5M -$4.73M 8 0.36% Reduced
174
Storebrand Asset Management
Storebrand Asset Management
Norway
$48.5M -$3.5M 6 0.17% Reduced
175
Reinhart Partners
Reinhart Partners
Wisconsin
$48.5M +$1.23M 1 1.97% Increased
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