← 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
ACB
Aristotle Capital Boston
Massachusetts
$44.2M +$5.06M 1 1.04% Increased
202
Aberdeen Group
Aberdeen Group
United Kingdom
$43.8M +$1.92M 4 0.1% Increased
203
Stifel Financial
Stifel Financial
Missouri
$43.1M +$5.53M 9 0.06% Increased
204
LCM
Landscape Capital Management
New Jersey
$43.1M +$10.5M 8 6.02% Increased
205
GIP
Granite Investment Partners
California
$42.4M +$1.47M 2 1.32% Increased
206
SP
Solel Partners
Massachusetts
$42.4M +$10.2M 1 8.54% Increased
207
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$42M -$29.1M 6 0.23% Reduced
208
ProShare Advisors
ProShare Advisors
Maryland
$41.6M -$3.93M 10 0.12% Reduced
209
SAM
Scopus Asset Management
New York
$41.5M -$50.1M 2 0.7% Reduced
210
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$41.3M -$12.6M 3 0.15% Reduced
211
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$41M +$30.2M 1 0.46% Increased
212
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$40.3M -$17.9M 2 1.39% Reduced
213
Artisan Partners
Artisan Partners
Wisconsin
$40.2M -$229K 1 0.05% Reduced
214
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$40.1M -$1.15M 1 0.4% Reduced
215
PGGM Investments
PGGM Investments
Netherlands
$40M -$4.67M 2 0.21% Reduced
216
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$39.9M -$16.2M 4 0.06% Reduced
217
Emerald Advisers
Emerald Advisers
Pennsylvania
$39.9M -$14M 2 1.45% Reduced
218
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$39.7M -$675K 14 0.04% Reduced
219
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$39.5M +$20.8M 4 0.22% Increased
220
Railway Pension Investments
Railway Pension Investments
United Kingdom
$39M +$2.68M 2 0.32% Increased
221
1832 Asset Management
1832 Asset Management
Ontario, Canada
$38.3M +$26.5M 3 0.07% Increased
222
SC
Sasco Capital
Connecticut
$37.6M +$6.87M 1 4.59% Increased
223
BCA
Bernzott Capital Advisors
California
$37.4M -$1.07M 1 3.36% Reduced
224
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$36.7M -$16.2M 8 0.1% Reduced
225
Washington Trust
Washington Trust
Rhode Island
$36.4M -$434K 4 1.03% Reduced