← 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
226
QOP
Quinn Opportunity Partners
Virginia
$23.7M +$3.49M 4 1.1% Increased
227
Chevy Chase Trust
Chevy Chase Trust
Maryland
$23.7M +$1.87M 3 0.06% Increased
228
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$23.3M +$5.97M 4 0.08% Increased
229
LCM
Landscape Capital Management
New Jersey
$23.2M +$9.55M 6 1.51% Increased
230
LFCM
Long Focus Capital Management
Puerto Rico
$22.7M $0 2 0.58% Maintained
231
WTA
Washington Trust Advisors
Massachusetts
$22.6M -$845K 2 1.67% Reduced
232
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$22.5M +$6.93M 2 0.13% Increased
233
CISOA
Capital Investment Services of America
Wisconsin
$22.4M +$91.2K 1 2.19% Increased
234
Level Four Advisory Services
Level Four Advisory Services
Texas
$21.9M +$10.2K 2 0.62% Increased
235
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$21.8M +$6.7M 8 0.04% Increased
236
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$21.8M +$807K 18 0.07% Increased
237
SCA
STALEY CAPITAL ADVISERS
Pennsylvania
$21.7M +$3.66M 1 0.85% Increased
238
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$21.2M -$2.26M 15 0.03% Reduced
239
SP
SIH Partners
Delaware
$21.2M +$18.7M 1 0.13% Increased
240
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$21M -$6.76M 6 0.05% Reduced
241
APG Asset Management
APG Asset Management
Netherlands
$20.4M +$2.43M 1 0.05% Increased
242
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$20.3M -$1.88M 4 0.05% Reduced
243
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$19.8M -$600K 12 0.02% Reduced
244
Bridgewater Associates
Bridgewater Associates
Connecticut
$19.7M -$10.3M 5 0.08% Reduced
245
Susquehanna Portfolio Strategies
Susquehanna Portfolio Strategies
Pennsylvania
$19.5M -$4.61M 6 0.31% Reduced
246
DJSG
D.J. St. Germain
Massachusetts
$19.3M +$796K 7 0.7% Increased
247
Ruffer LLP
Ruffer LLP
United Kingdom
$18.8M +$5.09M 1 0.67% Increased
248
Mediolanum International Funds
Mediolanum International Funds
Ireland
$18.8M -$7.05M 2 0.16% Reduced
249
EP
Edgestream Partners
New Jersey
$18.7M +$3.45M 5 0.56% Increased
250
XTX Topco
XTX Topco
Cayman Islands
$18.7M +$6.92M 15 0.24% Increased