← 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
201
SCM
Stonehill Capital Management
New York
$25.4M -$7.72M 1 9.6% Reduced
202
OAM
Oxford Asset Management
United Kingdom
$24.7M -$4.73M 5 0.49% Reduced
203
LSV Asset Management
LSV Asset Management
Illinois
$24.5M +$2.16M 4 0.04% Increased
204
QIM
Quantitative Investment Management
Virginia
$24.1M +$14.9M 3 0.36% Increased
205
Scout Investments
Scout Investments
Missouri
$24M -$4.37M 2 0.7% Reduced
206
Jupiter Investment Management
Jupiter Investment Management
United Kingdom
$23.9M +$16M 3 0.29% Increased
207
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$23.9M -$6.62M 11 0.07% Reduced
208
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$23.2M -$156K 3 0.18% Reduced
209
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$22.1M +$1.76M 6 0.36% Increased
210
HighTower Advisors
HighTower Advisors
Illinois
$22.1M -$1.98M 8 0.2% Reduced
211
Nuveen
Nuveen
North Carolina
$21.9M -$5.22M 4 0.14% Reduced
212
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$21.8M +$16.8M 3 0.21% Increased
213
TPSF
Texas Permanent School Fund
Texas
$21.6M -$266K 7 0.29% Reduced
214
William Blair & Company
William Blair & Company
Illinois
$21.6M -$129K 7 0.16% Reduced
215
RIG
Roosevelt Investment Group
New York
$21.5M -$2.92M 2 1.98% Reduced
216
PTC
Philadelphia Trust Company
Pennsylvania
$21.4M -$12.3M 2 1.82% Reduced
217
SAM
Serengeti Asset Management
New York
$21.4M $0 1 3.11% Maintained
218
Welch & Forbes
Welch & Forbes
Massachusetts
$21.3M -$168K 1 0.59% Reduced
219
Chevy Chase Trust
Chevy Chase Trust
Maryland
$21.2M -$327K 2 0.1% Reduced
220
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$20.9M -$1.34M 9 0.25% Reduced
221
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$20.9M +$17.7M 2 0.13% Increased
222
Natixis
Natixis
France
$20.4M +$17.5M 4 0.23% Increased
223
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$20.4M -$1.48M 7 0.11% Reduced
224
Quantbot Technologies
Quantbot Technologies
New York
$20.4M +$9.36M 6 1.92% Increased
225
William Blair Investment Management
William Blair Investment Management
Illinois
$20.2M +$1.74M 3 0.07% Increased