← 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
176
Raymond James & Associates
Raymond James & Associates
Florida
$39.5M +$5.87M 9 0.06% Increased
177
Royce & Associates
Royce & Associates
New York
$39.3M +$2.85M 3 0.27% Increased
178
Comerica Bank
Comerica Bank
Texas
$38.3M -$10.7M 10 0.31% Reduced
179
William Blair & Company
William Blair & Company
Illinois
$37.8M +$895K 2 0.23% Increased
180
CC
Carlson Capital
Texas
$37M -$24.6M 1 0.46% Reduced
181
Wedge Capital Management
Wedge Capital Management
North Carolina
$36.8M +$4.9M 1 0.35% Increased
182
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$35.4M +$6M 11 0.03% Increased
183
Foresters Investment Management
Foresters Investment Management
New York
$34.1M +$6.72M 2 0.54% Increased
184
Nicholas Company
Nicholas Company
Wisconsin
$34.1M -$3.53M 2 0.74% Reduced
185
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$34M -$7.28M 4 0.29% Reduced
186
DK
Darrell & King
Virginia
$33.9M -$213K 1 4.81% Reduced
187
PP
PDT Partners
New York
$33.8M +$271K 2 1.4% Increased
188
National Pension Service
National Pension Service
South Korea
$33.8M +$53.3K 3 0.14% Increased
189
Artemis Investment Management
Artemis Investment Management
United Kingdom
$33.2M -$21.9M 2 0.37% Reduced
190
Martingale Asset Management
Martingale Asset Management
Massachusetts
$32.7M -$1.96M 3 0.38% Reduced
191
PineBridge Investments
PineBridge Investments
New York
$32.5M +$12.6M 4 0.62% Increased
192
SG Americas Securities
SG Americas Securities
New York
$32.3M +$3.33M 10 0.24% Increased
193
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$32.1M +$1.17M 4 0.19% Increased
194
Chevy Chase Trust
Chevy Chase Trust
Maryland
$31.9M -$1.61M 3 0.13% Reduced
195
Aberdeen Group
Aberdeen Group
United Kingdom
$31.9M +$1.38M 4 0.06% Increased
196
ProShare Advisors
ProShare Advisors
Maryland
$31.9M +$1.43M 9 0.22% Increased
197
Channing Capital Management
Channing Capital Management
Illinois
$31.9M -$15.1M 1 1.15% Reduced
198
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$30.9M -$3.45M 4 0.44% Reduced
199
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$30.9M -$4.53M 7 0.15% Reduced
200
Welch & Forbes
Welch & Forbes
Massachusetts
$30.6M -$282K 1 0.73% Reduced