← 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
EARNEST Partners
EARNEST Partners
Georgia
$26.7M +$24.3M 6 0.15% Increased
277
HRT Financial
HRT Financial
New York
$26.6M -$2.11M 12 0.15% Reduced
278
PGGM Investments
PGGM Investments
Netherlands
$26.6M -$12M 2 0.13% Reduced
279
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$26.5M -$34.1M 8 0.14% Reduced
280
Amalgamated Bank
Amalgamated Bank
New York
$26.2M +$1.17M 13 0.19% Increased
281
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$26.2M -$4.33M 7 0.46% Reduced
282
Arizona State Retirement System
Arizona State Retirement System
Arizona
$26.1M -$287K 14 0.2% Reduced
283
Soleus Capital Management
Soleus Capital Management
Connecticut
$25.7M +$19.2M 2 2.57% Increased
284
Natixis
Natixis
France
$25.5M -$3.26M 4 0.09% Reduced
285
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$25.5M -$1.04M 8 0.05% Reduced
286
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$25M +$5.07M 8 0.23% Increased
287
Kennedy Capital Management
Kennedy Capital Management
Missouri
$24.7M +$5.59M 3 0.52% Increased
288
Royal London Asset Management
Royal London Asset Management
United Kingdom
$24.7M -$1.06M 4 0.09% Reduced
289
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$24.7M -$715M 3 0.01% Reduced
290
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$24.7M +$5.32M 8 0.09% Increased
291
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$24.5M +$4.12M 4 0.36% Increased
292
Emerald Advisers
Emerald Advisers
Pennsylvania
$24.4M -$13M 3 0.9% Reduced
293
Comerica Bank
Comerica Bank
Texas
$23.9M -$5.82M 10 0.18% Reduced
294
Maple Rock Capital Partners
Maple Rock Capital Partners
Ontario, Canada
$23.3M +$21.2M 1 2.49% New
295
MetLife Investment Management
MetLife Investment Management
New Jersey
$23M -$715K 14 0.19% Reduced
296
TCP
ThornTree Capital Partners
Massachusetts
$22.9M +$1.54M 1 4.43% Increased
297
MFWM
Motley Fool Wealth Management
Virginia
$22.8M -$522K 1 0.99% Reduced
298
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$22.8M +$889K 15 0.11% Increased
299
Holocene Advisors
Holocene Advisors
New York
$22.8M +$9.62M 7 0.12% Increased
300
LPL Financial
LPL Financial
California
$22.5M +$3.23M 9 0.02% Increased