← 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
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$60.5M +$7.99M 4 0.85% Increased
152
National Bank of Canada
National Bank of Canada
Quebec, Canada
$59.1M +$15.3M 12 0.06% Increased
153
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$58.9M +$200K 2 1.22% Increased
154
Marshall Wace
Marshall Wace
United Kingdom
$58M -$158M 10 0.07% Reduced
155
Andra AP-fonden
Andra AP-fonden
Sweden
$57.5M +$6.48M 2 0.8% Increased
156
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$56.9M +$28.7M 7 0.12% Increased
157
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$56.8M -$679K 12 0.14% Reduced
158
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$56.3M +$5.88M 4 0.05% Increased
159
Cullen Capital Management
Cullen Capital Management
New York
$56.1M +$62.8M 1 0.64% Increased
160
Douglas Lane & Associates
Douglas Lane & Associates
New York
$55.3M -$3.96K 1 0.8% Reduced
161
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$55.1M -$25.7M 4 0.24% Reduced
162
Brookfield Corp
Brookfield Corp
Ontario, Canada
$54.8M +$2.14M 1 0.07% Increased
163
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$54.1M -$32.2M 3 0.45% Reduced
164
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft
Germany
$54M -$13.7M 9 0.1% Reduced
165
Vaughan David Investments
Vaughan David Investments
Illinois
$53.7M +$7.63K 1 1.2% Increased
166
LPL Financial
LPL Financial
California
$53.3M +$2.44M 15 0.02% Increased
167
ROIC
Route One Investment Company
California
$53.1M +$10.6M 1 2.32% Increased
168
Bellevue Group
Bellevue Group
Switzerland
$52.8M -$3.25M 3 1.16% Reduced
169
Freestone Grove Partners
Freestone Grove Partners
California
$52.8M -$21.7M 3 0.4% Reduced
170
Allspring Global Investments
Allspring Global Investments
North Carolina
$52.7M -$77.4M 9 0.09% Reduced
171
Gabelli Funds
Gabelli Funds
New York
$52.6M +$7.54M 9 0.37% Increased
172
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$51.4M +$9.5M 5 0.18% Increased
173
Royal London Asset Management
Royal London Asset Management
United Kingdom
$51.3M +$14.7M 4 0.12% Increased
174
Aviso Financial
Aviso Financial
Ontario, Canada
$51.2M +$2.18M 1 2.31% Increased
175
Trexquant Investment
Trexquant Investment
Connecticut
$50.6M +$34M 6 0.57% Increased