← 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
$23M +$240K 15 0.22% Increased
277
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$23M +$11.9M 6 0.28% Increased
278
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$23M -$1.79M 12 0.15% Reduced
279
ProShare Advisors
ProShare Advisors
Maryland
$22.9M -$5.45M 12 0.08% Reduced
280
Reinhart Partners
Reinhart Partners
Wisconsin
$22.9M +$20.6M 1 1.26% New
281
GW&K Investment Management
GW&K Investment Management
Massachusetts
$22.8M -$1.41M 5 0.25% Reduced
282
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$22.7M +$5.25M 16 0.13% Increased
283
Osaic Holdings
Osaic Holdings
Arizona
$22.5M +$996K 20 0.05% Increased
284
Braun Stacey Associates
Braun Stacey Associates
New York
$22.2M +$1.62M 2 1.27% Increased
285
Wellcome Trust
Wellcome Trust
United Kingdom
$21.9M $0 1 0.29% Maintained
286
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$21.7M -$300K 12 0.1% Reduced
287
ClearBridge Investments
ClearBridge Investments
New York
$21.6M +$567K 3 0.02% Increased
288
Becker Capital Management
Becker Capital Management
Oregon
$21.4M +$506K 1 1.03% Increased
289
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$21.3M -$136K 10 0.05% Reduced
290
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$21M +$2.05M 14 0.14% Increased
291
ACB
Aristotle Capital Boston
Massachusetts
$21M +$755K 1 0.63% Increased
292
ITP
Iron Triangle Partners
Connecticut
$20.8M +$22.7M 1 2.7% New
293
Axa
Axa
France
$20.8M -$3.05M 4 0.08% Reduced
294
Douglas Lane & Associates
Douglas Lane & Associates
New York
$20.6M +$5.16M 1 0.35% Increased
295
Palisade Capital Management
Palisade Capital Management
New Jersey
$20.4M +$264K 1 0.55% Increased
296
BCA
Bernzott Capital Advisors
California
$20.3M -$14.3M 1 2.24% Reduced
297
Yousif Capital Management
Yousif Capital Management
Michigan
$20.2M +$412K 12 0.27% Increased
298
CFM
Capricorn Fund Managers
United Kingdom
$20.1M +$20.4M 1 3.65% New
299
Trillium Asset Management
Trillium Asset Management
Massachusetts
$20.1M -$77K 1 0.62% Reduced
300
PIM
Platinum Investment Management
Australia
$19.9M -$5.66M 2 0.75% Reduced