← 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
Asset Management One
Asset Management One
Japan
$27.1M -$597K 5 0.09% Reduced
252
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$27.1M +$8.87M 4 0.07% Increased
253
Comerica Bank
Comerica Bank
Texas
$27M +$2.63M 14 0.1% Increased
254
Alyeska Investment Group
Alyeska Investment Group
Illinois
$27M +$20.5M 3 0.09% Increased
255
LOIM
Liberty One Investment Management
Illinois
$26.8M +$5.62M 1 2.71% Increased
256
Engineers Gate Manager
Engineers Gate Manager
New York
$26.5M +$5.17M 14 0.33% Increased
257
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$26.4M +$539K 7 0.1% Increased
258
Cerity Partners
Cerity Partners
New York
$26.2M +$6.36M 11 0.05% Increased
259
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$26M +$545K 11 0.09% Increased
260
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$25.8M -$279K 9 0.11% Reduced
261
CCM
Candlestick Capital Management
Connecticut
$25.5M +$29.3M 1 0.49% New
262
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$25.1M +$9.31M 2 0.19% Increased
263
Mercer Global Advisors
Mercer Global Advisors
Colorado
$25M +$2.61M 6 0.05% Increased
264
DJSG
D.J. St. Germain
Massachusetts
$24.9M +$568K 6 1.07% Increased
265
Palisade Capital Management
Palisade Capital Management
New Jersey
$24.8M -$692K 1 0.7% Reduced
266
GW&K Investment Management
GW&K Investment Management
Massachusetts
$24.8M +$2.59M 8 0.22% Increased
267
Nicholas Company
Nicholas Company
Wisconsin
$24.5M -$2.38K 2 0.41% Reduced
268
Tidal Investments
Tidal Investments
Wisconsin
$24.4M -$7.65M 8 0.15% Reduced
269
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$24.3M -$5.88M 9 0.06% Reduced
270
PAI
Pittenger & Anderson Inc
Nebraska
$24.2M +$6.81M 3 0.89% Increased
271
QRG Capital Management
QRG Capital Management
Illinois
$24.1M +$3.86M 4 0.21% Increased
272
MetLife Investment Management
MetLife Investment Management
New Jersey
$23.9M -$424K 15 0.14% Reduced
273
AT
Avalon Trust
New Mexico
$23.8M -$853K 1 1.74% Reduced
274
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$23.7M -$14.6M 6 0.09% Reduced
275
Lazard Asset Management
Lazard Asset Management
New York
$23.1M +$7.24M 9 0.03% Increased