← 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
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$49.8M +$8.97M 5 0.19% Increased
152
Frontier Capital Management
Frontier Capital Management
Massachusetts
$49.7M -$38.3M 3 0.53% Reduced
153
DP
Dundas Partners
United Kingdom
$49.4M +$7.63M 1 3.48% Increased
154
Vaughan David Investments
Vaughan David Investments
Illinois
$49.4M +$203K 1 1.07% Increased
155
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$49M -$7.06M 2 0.33% Reduced
156
Aviso Financial
Aviso Financial
Ontario, Canada
$48.9M +$426K 2 1.86% Increased
157
William Blair & Company
William Blair & Company
Illinois
$48.8M -$8.69M 5 0.13% Reduced
158
Bellevue Group
Bellevue Group
Switzerland
$48.1M +$3.1M 2 0.91% Increased
159
PFA Pension Forsikringsaktieselskab
PFA Pension Forsikringsaktieselskab
$47.6M +$50.1M 2 0.13% New
160
Los Angeles Capital Management
Los Angeles Capital Management
California
$45.9M -$57M 14 0.16% Reduced
161
CCPM
Cooper Creek Partners Management
New York
$45.9M +$52.5M 2 2.07% Increased
162
PineBridge Investments
PineBridge Investments
New York
$44.8M -$638K 2 0.33% Reduced
163
Tidal Investments
Tidal Investments
Wisconsin
$40.7M +$10.4M 6 0.1% Increased
164
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$40.7M -$4.03M 7 0.05% Reduced
165
Eventide Asset Management
Eventide Asset Management
Massachusetts
$40.6M +$17.2M 1 0.63% Increased
166
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$40.5M -$10.1M 3 0.55% Reduced
167
Credit Agricole
Credit Agricole
France
$40.4M -$10.2M 6 0.09% Reduced
168
National Bank of Canada
National Bank of Canada
Quebec, Canada
$39.5M +$10.8M 12 0.04% Increased
169
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft
Germany
$39M +$4.81M 9 0.06% Increased
170
Baird Financial Group
Baird Financial Group
Wisconsin
$39M -$26.6M 8 0.06% Reduced
171
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$38.8M -$23.8M 6 0.23% Reduced
172
LPL Financial
LPL Financial
California
$38.5M -$5.03M 12 0.01% Reduced
173
CIA
Capital Impact Advisors
Massachusetts
$38.4M +$29.2M 1 3% Increased
174
LCM
Landscape Capital Management
New Jersey
$38.4M +$3.96M 7 2.57% Increased
175
CIP
Champlain Investment Partners
Vermont
$38.3M -$72.3M 2 0.39% Reduced