← 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
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$71.5M +$67.2M 4 1.07% Increased
152
Danske Bank
Danske Bank
Denmark
$71.2M +$1.54M 7 0.24% Increased
153
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$71.1M +$57.4M 2 0.14% Increased
154
Reinhart Partners
Reinhart Partners
Wisconsin
$69.6M +$20.5M 1 2.64% Increased
155
PIM
Platinum Investment Management
Australia
$69.2M +$22.3M 2 3.13% Increased
156
Stifel Financial
Stifel Financial
Missouri
$69M -$8.99M 9 0.07% Reduced
157
HRT Financial
HRT Financial
New York
$66.7M -$67.2M 9 0.33% Reduced
158
Achmea Investment Management
Achmea Investment Management
Netherlands
$66.6M +$45.4M 3 1.1% Increased
159
Eagle Asset Management
Eagle Asset Management
Florida
$65.5M +$13.9M 2 0.33% Increased
160
Cullen Capital Management
Cullen Capital Management
New York
$64M +$263K 1 0.7% Increased
161
Storebrand Asset Management
Storebrand Asset Management
Norway
$62M +$8.47M 6 0.2% Increased
162
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$60.7M +$6.35M 6 0.83% Increased
163
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$59.8M +$38.8M 4 0.28% Increased
164
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$59M +$15.5M 4 0.15% Increased
165
EP
Eversept Partners
New York
$58.3M -$44.6M 1 3.99% Reduced
166
C WorldWide Group
C WorldWide Group
Denmark
$57.5M -$11.9M 1 0.6% Reduced
167
WPL
WINDACRE PARTNERSHIP LLC
Texas
$57.3M -$6.76M 1 0.76% Reduced
168
CCM
Coliseum Capital Management
Connecticut
$57.2M +$55.2M 1 5.53% New
169
Bridgewater Associates
Bridgewater Associates
Connecticut
$56.6M -$26.7M 8 0.32% Reduced
170
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$55.8M +$81.6K 3 0.97% Increased
171
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$55.8M +$8.29M 7 0.08% Increased
172
CCPM
Cooper Creek Partners Management
New York
$54.5M +$27.1M 1 1.5% Increased
173
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$53.6M +$38.9M 7 0.16% Increased
174
Gabelli Funds
Gabelli Funds
New York
$52.1M +$2.22M 8 0.38% Increased
175
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$52M +$5.17M 15 0.15% Increased