← 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
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
$25.6M +$7.53M 2 1.06% Increased
202
Credit Agricole
Credit Agricole
France
$25.1M -$4.41M 4 0.09% Reduced
203
Natixis
Natixis
France
$24.6M +$3.3M 3 0.23% Increased
204
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$24.4M +$22M 5 0.57% Increased
205
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$23.9M -$756K 3 1.13% Reduced
206
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$23.8M +$2.53M 3 0.19% Increased
207
Putnam Investments
Putnam Investments
Massachusetts
$23.6M -$2M 4 0.05% Reduced
208
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$23.1M +$4.99M 2 0.17% Increased
209
OAM
Oxford Asset Management
United Kingdom
$22.6M -$2.91M 6 0.44% Reduced
210
HighTower Advisors
HighTower Advisors
Illinois
$22.3M +$807K 9 0.19% Increased
211
Artisan Partners
Artisan Partners
Wisconsin
$21.5M +$19.6M 1 0.04% Increased
212
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$21.2M +$1.29M 6 0.11% Increased
213
William Blair & Company
William Blair & Company
Illinois
$21.1M -$178K 6 0.16% Reduced
214
Bridgewater Associates
Bridgewater Associates
Connecticut
$21.1M +$17.5M 1 0.14% Increased
215
Emerald Advisers
Emerald Advisers
Pennsylvania
$21M -$822K 1 0.85% Reduced
216
Welch & Forbes
Welch & Forbes
Massachusetts
$20.8M -$188K 1 0.55% Reduced
217
QIM
Quantitative Investment Management
Virginia
$20.7M -$2.75M 2 0.24% Reduced
218
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$20.6M -$171K 6 0.33% Reduced
219
DnB Asset Management
DnB Asset Management
Norway
$20.5M +$16.6M 3 0.27% Increased
220
TCGI
Three Corner Global Investors
New York
$20.3M +$3.65M 1 5.7% Increased
221
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$20.3M +$26.7K 9 0.23% Increased
222
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$20.1M +$7.54M 1 0.12% Increased
223
William Blair Investment Management
William Blair Investment Management
Illinois
$20M +$415K 3 0.07% Increased
224
MCIM
Meadow Creek Investment Management
Georgia
$19.9M +$7.69M 5 0.46% Increased
225
GHCM
Glen Harbor Capital Management
California
$19.6M +$8.85M 6 0.47% Increased