← 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
EC
Engaged Capital
California
$40M +$37.5M 1 6.77% New
202
BCM
Bronte Capital Management
Australia
$39.3M -$8.33M 1 4.95% Reduced
203
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$38.8M +$2.78M 4 0.79% Increased
204
Chevy Chase Trust
Chevy Chase Trust
Maryland
$38.6M -$2.38M 5 0.16% Reduced
205
IP
Interval Partners
New York
$38.1M +$35.4M 1 2.27% Increased
206
TimesSquare Capital Management
TimesSquare Capital Management
New York
$38M -$17.4M 1 0.54% Reduced
207
Asset Management One
Asset Management One
Japan
$37.9M +$6.25M 5 0.18% Increased
208
ACM
Argent Capital Management
Missouri
$37.2M -$54.5K 1 1.34% Reduced
209
SCM
Stonepine Capital Management
Oregon
$37.2M +$6.67M 1 15.63% Increased
210
Kennedy Capital Management
Kennedy Capital Management
Missouri
$37.1M +$1.12M 3 1.05% Increased
211
Brown Advisory
Brown Advisory
Maryland
$36.9M -$1.46M 5 0.07% Reduced
212
Meyer Handelman Company
Meyer Handelman Company
New York
$36.9M -$652K 3 1.54% Reduced
213
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$36.8M -$1.27M 1 1.25% Reduced
214
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$36.8M -$493K 17 0.04% Reduced
215
TIA
Tandem Investment Advisors
South Carolina
$36.4M +$4.07M 1 1.88% Increased
216
AIG
American International Group
New York
$36.3M -$227K 19 0.25% Reduced
217
SC
Sasco Capital
Connecticut
$35.8M -$3.68M 1 4.56% Reduced
218
HRT Financial
HRT Financial
New York
$35.6M -$16.1M 13 0.5% Reduced
219
Voloridge Investment Management
Voloridge Investment Management
Florida
$35.6M -$19.6M 7 0.2% Reduced
220
ACM
Atika Capital Management
New York
$35.5M -$2.69M 1 5.1% Reduced
221
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$35.4M +$3.95M 5 0.05% Increased
222
Achmea Investment Management
Achmea Investment Management
Netherlands
$35.4M +$110K 3 1.19% Increased
223
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$35.2M +$3.46M 4 0.93% Increased
224
TD Asset Management
TD Asset Management
Ontario, Canada
$35.1M +$453K 9 0.04% Increased
225
US Bancorp
US Bancorp
Minnesota
$35.1M +$934K 16 0.06% Increased
7 8
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