← 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
GGHC
Gilder Gagnon Howe & Co
New York
$65.4M -$799K 2 0.85% Reduced
152
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$63.2M +$10.3M 5 0.28% Increased
153
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$63M -$745K 4 0.97% Reduced
154
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$62.9M -$2.03M 14 0.06% Reduced
155
Artemis Investment Management
Artemis Investment Management
United Kingdom
$62.6M +$7.21M 1 0.96% Increased
156
Epoch Investment Partners
Epoch Investment Partners
New York
$62.4M +$6.2M 1 0.32% Increased
157
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$61.8M -$23.7M 11 0.14% Reduced
158
Verition Fund Management
Verition Fund Management
Connecticut
$61M -$35.6M 14 0.28% Reduced
159
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$61M -$4.6M 11 0.16% Reduced
160
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$60.6M +$19.9M 2 1.26% Increased
161
Artisan Partners
Artisan Partners
Wisconsin
$59.5M -$13.9M 1 0.1% Reduced
162
F1I
Fund 1 Investments
Puerto Rico
$59.3M +$19.2M 2 2.65% Increased
163
National Pension Service
National Pension Service
South Korea
$59.1M +$4.08M 3 0.06% Increased
164
CCPM
Cooper Creek Partners Management
New York
$59M +$36.1M 1 1.8% Increased
165
Achmea Investment Management
Achmea Investment Management
Netherlands
$58.5M +$4.88M 3 0.85% Increased
166
Douglas Lane & Associates
Douglas Lane & Associates
New York
$56.9M +$2.59M 1 0.84% Increased
167
William Blair & Company
William Blair & Company
Illinois
$56.7M -$2.07M 6 0.17% Reduced
168
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$56.6M +$2.72M 3 0.08% Increased
169
BCM
Brown Capital Management
Maryland
$56.1M +$8.6M 1 1.69% Increased
170
Gabelli Funds
Gabelli Funds
New York
$56M -$1.68M 8 0.43% Reduced
171
TD Asset Management
TD Asset Management
Ontario, Canada
$55.5M +$355K 5 0.05% Increased
172
LPL Financial
LPL Financial
California
$55.5M +$14.3M 15 0.02% Increased
173
Jefferies Financial Group
Jefferies Financial Group
New York
$55.3M +$9.11M 5 0.49% Increased
174
PineBridge Investments
PineBridge Investments
New York
$54.5M +$5.95M 4 0.43% Increased
175
Brookfield Corp
Brookfield Corp
Ontario, Canada
$54.2M +$28.2M 1 0.07% Increased