← 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
Osaic Holdings
Osaic Holdings
Arizona
$24.7M +$2.64M 19 0.05% Increased
277
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$24.7M +$550K 10 0.05% Increased
278
PFC
Poplar Forest Capital
California
$24.6M +$3.24M 1 2.57% Increased
279
Royal London Asset Management
Royal London Asset Management
United Kingdom
$24.3M +$767K 4 0.1% Increased
280
Voloridge Investment Management
Voloridge Investment Management
Florida
$24.2M -$47.7M 8 0.14% Reduced
281
Wellcome Trust
Wellcome Trust
United Kingdom
$24M $0 1 0.25% Maintained
282
Scout Investments
Scout Investments
Missouri
$23.9M -$580K 2 0.38% Reduced
283
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$23.7M -$4.63M 4 0.55% Reduced
284
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$23.7M +$676K 11 0.09% Increased
285
CI
CPMG Inc
Texas
$23.6M +$161K 1 3.96% Increased
286
ClearBridge Investments
ClearBridge Investments
New York
$23.5M +$3.54M 3 0.02% Increased
287
Acadian Asset Management
Acadian Asset Management
Massachusetts
$23.5M -$25.7M 10 0.1% Reduced
288
Royce & Associates
Royce & Associates
New York
$23.4M -$2.84M 5 0.2% Reduced
289
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$23.3M +$7.66M 4 0.13% Increased
290
Cullen Capital Management
Cullen Capital Management
New York
$23M +$4.31M 1 0.21% Increased
291
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$22.7M -$3.12M 7 0.38% Reduced
292
Nantahala Capital Management
Nantahala Capital Management
Connecticut
$22.5M -$225K 1 1% Reduced
293
Kennedy Capital Management
Kennedy Capital Management
Missouri
$22.5M +$4.44M 3 0.53% Increased
294
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$22M -$10.1M 14 0.11% Reduced
295
PIM
Platinum Investment Management
Australia
$21.9M +$788K 2 0.67% Increased
296
Jane Street
Jane Street
New York
$21.8M -$3.44M 12 0.01% Reduced
297
Yousif Capital Management
Yousif Capital Management
Michigan
$21.7M +$4.1M 11 0.24% Increased
298
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$21.6M +$951K 9 0.23% Increased
299
Balyasny Asset Management
Balyasny Asset Management
Illinois
$21.6M -$55.5M 6 0.07% Reduced
300
Boston Trust Walden
Boston Trust Walden
Massachusetts
$21.5M +$8.91M 1 0.18% Increased