← 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
251
Quantbot Technologies
Quantbot Technologies
New York
$18.6M +$7.19M 12 0.74% Increased
252
Ninety One (UK)
Ninety One (UK)
United Kingdom
$18.6M +$5.31M 1 0.04% Increased
253
Confluence Investment Management
Confluence Investment Management
Missouri
$18.3M -$1.19M 1 0.29% Reduced
254
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$18.3M -$88.9M 10 0.03% Reduced
255
SCM
Shapiro Capital Management
Georgia
$18.3M -$565K 2 1.11% Reduced
256
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$17.8M +$9.35M 17 0.03% Increased
257
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$17.7M +$6.31M 3 0.02% Increased
258
Verition Fund Management
Verition Fund Management
Connecticut
$17.6M +$5.55M 4 0.09% Increased
259
SAM
Southeastern Asset Management
Tennessee
$17.4M -$9.62M 1 0.91% Reduced
260
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$17.4M +$1.11M 1 0.12% Increased
261
AT
Avalon Trust
New Mexico
$17.1M -$1.51M 2 1.05% Reduced
262
ACM
ADAR1 Capital Management
Texas
$17.1M -$1.94M 2 0.78% Reduced
263
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$16.8M -$1.29M 11 0.05% Reduced
264
CMF
Counterpoint Mutual Funds
California
$16.7M +$10.9M 3 1.65% Increased
265
Rathbones Group
Rathbones Group
United Kingdom
$16.6M -$3.25M 1 0.06% Reduced
266
Moran Wealth Management
Moran Wealth Management
Florida
$16.6M -$376K 3 0.45% Reduced
267
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$16.3M -$2.14M 8 0.05% Reduced
268
VanEck Associates
VanEck Associates
New York
$16.3M +$388K 5 0.01% Increased
269
SFM
Systematic Financial Management
New Jersey
$16M +$6.08M 2 0.32% Increased
270
Korea Investment Corp
Korea Investment Corp
South Korea
$15.9M -$2.91M 2 0.03% Reduced
271
Algert Global
Algert Global
California
$15.8M +$859K 7 0.19% Increased
272
Gabelli Funds
Gabelli Funds
New York
$15.8M -$2.43M 5 0.1% Reduced
273
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$15.8M -$795K 4 0.05% Reduced
274
Candriam SCA
Candriam SCA
Luxembourg
$15.6M +$10.9M 2 0.07% Increased
275
CCPM
Cooper Creek Partners Management
New York
$15.4M -$12.2M 1 0.36% Reduced