← 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
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$28.5M -$150K 4 0.34% Reduced
227
Andra AP-fonden
Andra AP-fonden
Sweden
$28.5M +$3.11M 4 0.83% Increased
228
Washington Trust
Washington Trust
Rhode Island
$28.2M -$1.86M 4 1.17% Reduced
229
Axa
Axa
France
$28M +$7.66M 3 0.11% Increased
230
Armistice Capital
Armistice Capital
New York
$27.8M +$15.1M 1 1.22% Increased
231
Railway Pension Investments
Railway Pension Investments
United Kingdom
$27.8M +$4.09M 2 0.31% Increased
232
Stifel Financial
Stifel Financial
Missouri
$27.6M -$2.06M 9 0.06% Reduced
233
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$27.5M -$4.1M 2 1.07% Reduced
234
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$26.9M +$20.3M 1 0.13% Increased
235
MFAM
Motley Fool Asset Management
Virginia
$26M +$17.2K 1 2.6% Increased
236
Comerica Bank
Comerica Bank
Texas
$26M -$293K 9 0.2% Reduced
237
Alyeska Investment Group
Alyeska Investment Group
Illinois
$25.9M +$4.94M 4 0.39% Increased
238
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$25.7M +$774K 2 0.26% Increased
239
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$25.3M -$725K 6 0.3% Reduced
240
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$25.2M +$13M 7 0.08% Increased
241
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$25.2M +$5.15M 11 0.01% Increased
242
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$25M +$13.1M 7 0.23% Increased
243
Royal London Asset Management
Royal London Asset Management
United Kingdom
$24.9M -$946K 5 0.17% Reduced
244
GIP
Granite Investment Partners
California
$24.8M +$6.77M 2 1.19% Increased
245
LCM
Landscape Capital Management
New Jersey
$24.5M +$20.2M 3 4.05% New
246
NSCM
New South Capital Management
Tennessee
$24.4M +$864K 1 0.87% Increased
247
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$24.2M +$6.99M 4 0.28% Increased
248
Point72 Asset Management
Point72 Asset Management
Connecticut
$24.1M -$1.42M 5 0.16% Reduced
249
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$23.8M -$1.83M 6 0.36% Reduced
250
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$23.8M +$2.4M 6 0.15% Increased