← 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
Woodline Partners
Woodline Partners
California
$24.5M +$5.81M 6 0.16% Increased
277
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$24.5M -$1.04M 8 0.12% Reduced
278
IAM
Iridian Asset Management
Connecticut
$24M +$1.9M 1 7.51% Increased
279
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$23.7M +$28.6M 3 0.09% Increased
280
Pathstone Holdings
Pathstone Holdings
New Jersey
$23.2M +$5.92M 11 0.1% Increased
281
Arizona State Retirement System
Arizona State Retirement System
Arizona
$23.1M -$312K 13 0.15% Reduced
282
Silvercrest Asset Management
Silvercrest Asset Management
New York
$22.6M -$12M 1 0.16% Reduced
283
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$22.5M -$99.7K 6 0.57% Reduced
284
US Bancorp
US Bancorp
Minnesota
$22.4M -$495 16 0.03% Reduced
285
Empowered Funds
Empowered Funds
Pennsylvania
$22.3M -$9.12M 9 0.32% Reduced
286
Jump Financial
Jump Financial
Illinois
$22.3M +$5.79M 5 0.29% Increased
287
Cerity Partners
Cerity Partners
New York
$22.2M -$1.79M 10 0.05% Reduced
288
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$22.1M -$27.7M 6 0.22% Reduced
289
First Eagle Investment Management
First Eagle Investment Management
New York
$22.1M +$1.32M 3 0.05% Increased
290
LOIM
Liberty One Investment Management
Illinois
$21.9M +$3.46M 1 2.22% Increased
291
Nicholas Company
Nicholas Company
Wisconsin
$21.9M -$4.82M 2 0.38% Reduced
292
Aquatic Capital Management
Aquatic Capital Management
Illinois
$21.9M -$7.98M 7 0.56% Reduced
293
M&T Bank
M&T Bank
New York
$21.5M -$589K 6 0.08% Reduced
294
KA
KLCM Advisors
Wisconsin
$21.5M +$18.5M 1 2.51% Increased
295
AT
Avalon Trust
New Mexico
$21.4M +$393K 1 1.71% Increased
296
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$21.4M -$13.9M 4 0.38% Reduced
297
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
$21.1M +$1.46M 15 0.05% Increased
298
Riverbridge Partners
Riverbridge Partners
Minnesota
$21.1M -$1.76M 1 0.34% Reduced
299
DJSG
D.J. St. Germain
Massachusetts
$21.1M +$182K 4 0.99% Increased
300
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$21.1M -$2.58M 4 0.04% Reduced