← 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
Trexquant Investment
Trexquant Investment
Connecticut
$22.9M -$21.9M 9 0.24% Reduced
252
Asset Management One
Asset Management One
Japan
$22.6M -$4.57M 5 0.07% Reduced
253
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$22.6M +$13.1M 8 0.03% Increased
254
Bahl & Gaynor
Bahl & Gaynor
Ohio
$22.4M +$600K 2 0.11% Increased
255
MetLife Investment Management
MetLife Investment Management
New Jersey
$22.4M -$189K 15 0.11% Reduced
256
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$22.4M +$8.38M 8 0.23% Increased
257
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$22.4M -$2.34M 8 0.05% Reduced
258
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$22.4M +$3.57M 3 0.53% Increased
259
Nicholas Company
Nicholas Company
Wisconsin
$22.4M -$3.83M 2 0.38% Reduced
260
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$22.3M +$1.2M 6 0.04% Increased
261
Arizona State Retirement System
Arizona State Retirement System
Arizona
$21.8M +$37.4K 13 0.12% Increased
262
Comerica Bank
Comerica Bank
Texas
$21.4M -$3.67M 13 0.08% Reduced
263
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$21.2M -$119K 1 0.11% Reduced
264
Addenda Capital
Addenda Capital
Quebec, Canada
$21.2M +$6.21M 1 0.63% Increased
265
Winton Group
Winton Group
United Kingdom
$21.2M +$18.2M 4 0.79% Increased
266
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$20.8M -$313K 4 0.34% Reduced
267
Integral Health Asset Management
Integral Health Asset Management
New York
$20.8M -$2.65M 2 1.4% Reduced
268
SCM
Shapiro Capital Management
Georgia
$20.7M +$25.8M 1 0.9% New
269
IAM
Iridian Asset Management
Connecticut
$20.7M +$2.08M 1 8.14% Increased
270
BCM
Brown Capital Management
Maryland
$20.6M -$9.05M 1 0.85% Reduced
271
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$20.5M $0 7 0.03% Maintained
272
ProShare Advisors
ProShare Advisors
Maryland
$20.4M -$1.78M 11 0.04% Reduced
273
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$20.2M -$9.51M 4 0.03% Reduced
274
Korea Investment Corp
Korea Investment Corp
South Korea
$19.9M -$21.3M 2 0.04% Reduced
275
GW&K Investment Management
GW&K Investment Management
Massachusetts
$19.9M -$3.04M 7 0.18% Reduced