← 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
QOP
Quinn Opportunity Partners
Virginia
$22.2M +$9.88M 4 1.15% Increased
252
Frontier Capital Management
Frontier Capital Management
Massachusetts
$22.2M -$27.4M 2 0.23% Reduced
253
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$22.1M +$3.51M 4 0.07% Increased
254
Nantahala Capital Management
Nantahala Capital Management
Connecticut
$22M +$7.47M 2 0.81% Increased
255
SCM
Shapiro Capital Management
Georgia
$21.7M +$12.2M 2 1.36% Increased
256
ACM
ADAR1 Capital Management
Texas
$21.7M +$27.3M 2 1.28% Increased
257
DJSG
D.J. St. Germain
Massachusetts
$21.4M +$649K 6 0.85% Increased
258
AT
Avalon Trust
New Mexico
$21.3M +$639K 2 1.47% Increased
259
Mariner
Mariner
Kansas
$21.2M -$4.31M 11 0.02% Reduced
260
APG Asset Management
APG Asset Management
Netherlands
$21.1M -$3.28M 2 0.07% Reduced
261
Jones Financial Companies
Jones Financial Companies
Missouri
$20.7M +$17.1M 18 0.01% Increased
262
Susquehanna Portfolio Strategies
Susquehanna Portfolio Strategies
Pennsylvania
$20.7M -$1.79M 7 0.31% Reduced
263
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$20.7M -$61.5K 18 0.08% Reduced
264
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$20.6M +$5.95M 11 0.02% Increased
265
Macquarie Group
Macquarie Group
Australia
$20.6M -$12.9M 5 0.12% Reduced
266
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab
Denmark
$20.4M -$9.09M 2 0.21% Reduced
267
Gabelli Funds
Gabelli Funds
New York
$19.8M -$127K 6 0.13% Reduced
268
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$19.7M +$8.87M 7 0.03% Increased
269
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$19.4M +$17.4M 3 0.08% Increased
270
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$19.4M -$2.68M 12 0.06% Reduced
271
Korea Investment Corp
Korea Investment Corp
South Korea
$19.2M -$5.26M 2 0.04% Reduced
272
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$19M +$6.44M 10 0.06% Increased
273
Andra AP-fonden
Andra AP-fonden
Sweden
$18.9M -$40.6M 1 0.23% Reduced
274
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$18.9M +$2.75M 1 0.12% Increased
275
Allspring Global Investments
Allspring Global Investments
North Carolina
$18.5M -$7.11M 7 0.03% Reduced