← 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
276
Arizona State Retirement System
Arizona State Retirement System
Arizona
$15.2M -$122K 11 0.08% Reduced
277
Addenda Capital
Addenda Capital
Quebec, Canada
$15.1M -$134K 1 0.41% Reduced
278
PCM
Penn Capital Management
Pennsylvania
$15.1M +$6.3M 1 0.96% Increased
279
UniSuper Management
UniSuper Management
Australia
$15.1M +$21.7K 2 0.08% Increased
280
Police & Firemen's Retirement System of New Jersey
Police & Firemen's Retirement System of New Jersey
New Jersey
$14.9M +$1.36M 14 0.11% Increased
281
Ossiam
Ossiam
France
$14.8M +$15M 3 0.2% Increased
282
TD Asset Management
TD Asset Management
Ontario, Canada
$14.7M -$9.2M 4 0.01% Reduced
283
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$14.7M +$1.17M 5 0.02% Increased
284
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
$14.7M +$587K 4 0.09% Increased
285
DFCM
Dark Forest Capital Management
Puerto Rico
$14.6M +$4.13M 6 0.94% Increased
286
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$14.5M -$124K 9 0.26% Reduced
287
Fisher Asset Management
Fisher Asset Management
Washington
$14.5M -$1.03M 2 0% Reduced
288
ICM
Invenomic Capital Management
Massachusetts
$14.4M -$729K 2 0.86% Reduced
289
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$14M -$1.6M 1 0.24% Reduced
290
National Philanthropic Trust
National Philanthropic Trust
Pennsylvania
$14M $0 1 0.2% Maintained
291
OQS
Occudo Quantitative Strategies
Florida
$13.9M +$3.05M 5 0.74% Increased
292
Group One Trading
Group One Trading
Illinois
$13.9M +$1.8M 15 0.02% Increased
293
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$13.8M -$2.89M 1 0.1% Reduced
294
Summit Trail Advisors
Summit Trail Advisors
New York
$13.5M +$1.59M 7 0.17% Increased
295
Asset Management One
Asset Management One
Japan
$13.4M +$116K 4 0.03% Increased
296
VOYA Investment Management
VOYA Investment Management
Georgia
$13.4M -$7.37M 13 0.01% Reduced
297
GD
Grandfield & Dodd
New York
$13.4M +$1.43M 2 0.7% Increased
298
CSM Advisors
CSM Advisors
Pennsylvania
$13.4M +$4.67M 2 0.29% Increased
299
TGM
Tenzing Global Management
California
$13.2M -$689K 1 6.08% Reduced
300
Macquarie Group
Macquarie Group
Australia
$13.1M -$5.27M 5 0.06% Reduced