← 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
Amalgamated Bank
Amalgamated Bank
New York
$24.5M -$1.69M 13 0.21% Reduced
277
TCP
ThornTree Capital Partners
Massachusetts
$24.3M +$13.9M 1 3.44% Increased
278
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$24.3M +$1.26M 8 0.24% Increased
279
AMF Tjänstepension
AMF Tjänstepension
Sweden
$23.8M -$5.52M 1 0.17% Reduced
280
Achmea Investment Management
Achmea Investment Management
Netherlands
$23.7M +$10.2M 4 0.72% Increased
281
MFWM
Motley Fool Wealth Management
Virginia
$23.6M -$287K 1 1.03% Reduced
282
ClearBridge Investments
ClearBridge Investments
New York
$23.2M -$630K 3 0.02% Reduced
283
MetLife Investment Management
MetLife Investment Management
New Jersey
$23.2M -$1.09M 15 0.21% Reduced
284
LOAMS
Lombard Odier Asset Management (Switzerland)
Switzerland
$23.1M +$7.28M 1 1.44% Increased
285
Scout Investments
Scout Investments
Missouri
$22.9M -$5.03M 2 0.34% Reduced
286
Nantahala Capital Management
Nantahala Capital Management
Connecticut
$22.8M +$1.69M 1 0.72% Increased
287
MFAM
Motley Fool Asset Management
Virginia
$22.8M +$87.8K 1 1.48% Increased
288
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$22.4M +$116K 10 0.1% Increased
289
CCPM
Cooper Creek Partners Management
New York
$22.1M +$27M 2 2.99% New
290
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$21.9M +$1.29M 14 0.12% Increased
291
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$21.9M +$4.16M 5 0.25% Increased
292
Osaic Holdings
Osaic Holdings
Arizona
$21.8M +$851K 16 0.05% Increased
293
RIG
Roosevelt Investment Group
New York
$20.4M +$4.2M 2 1.26% Increased
294
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$20.3M -$1.03M 9 0.27% Reduced
295
SG Americas Securities
SG Americas Securities
New York
$20.3M +$7.56M 17 0.1% Increased
296
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$20.2M -$17.4M 4 0.19% Reduced
297
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$20.1M +$15.9M 9 0.21% Increased
298
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$20M +$490K 8 0.23% Increased
299
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$19.8M +$11.2M 3 0.3% Increased
300
ACM
AlphaCrest Capital Management
New York
$19.7M +$13.7M 11 1.02% Increased
10 11
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