← 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
Yacktman Asset Management
Yacktman Asset Management
Texas
$23M +$181K 1 0.31% Increased
277
Moran Wealth Management
Moran Wealth Management
Florida
$22.6M -$10.5M 3 0.7% Reduced
278
Arizona State Retirement System
Arizona State Retirement System
Arizona
$22.6M +$196K 13 0.13% Increased
279
HighTower Advisors
HighTower Advisors
Illinois
$22.3M -$1.48M 11 0.03% Reduced
280
UniSuper Management
UniSuper Management
Australia
$22M +$164K 4 0.15% Increased
281
Creative Planning
Creative Planning
Kansas
$22M +$3.55M 14 0.02% Increased
282
Bahl & Gaynor
Bahl & Gaynor
Ohio
$21.8M -$5.7M 3 0.11% Reduced
283
SIM
SW Investment Management
Colorado
$21.7M -$679K 1 5.2% Reduced
284
Adage Capital Partners
Adage Capital Partners
Massachusetts
$21.7M -$7.28M 4 0.04% Reduced
285
Banco Santander
Banco Santander
Spain
$21.6M +$180K 2 0.21% Increased
286
BCM
Bronte Capital Management
Australia
$21.6M -$2.5M 1 1.7% Reduced
287
Walleye Capital
Walleye Capital
New York
$21.4M +$6.45M 10 0.08% Increased
288
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$21.4M +$7.9M 8 0.02% Increased
289
EP
Eversept Partners
New York
$21.3M -$3.18M 1 1.96% Reduced
290
ACM
Atika Capital Management
New York
$21M +$189K 1 2.1% Increased
291
Nomura Asset Management
Nomura Asset Management
Japan
$20.6M +$1.72M 8 0.06% Increased
292
Eventide Asset Management
Eventide Asset Management
Massachusetts
$20.6M -$21.4M 2 0.36% Reduced
293
Dana Investment Advisors
Dana Investment Advisors
Wisconsin
$20.6M +$3.22M 4 0.68% Increased
294
HRT Financial
HRT Financial
New York
$20.4M -$23.7M 8 0.09% Reduced
295
ProShare Advisors
ProShare Advisors
Maryland
$20.3M +$7.03M 13 0.04% Increased
296
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$20.3M -$592K 7 0.04% Reduced
297
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$20.1M -$646K 1 0.1% Reduced
298
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$20.1M -$130K 3 0.14% Reduced
299
US Bancorp
US Bancorp
Minnesota
$20M -$818K 14 0.03% Reduced
300
DF Dent & Co
DF Dent & Co
Maryland
$20M +$6.1M 1 0.25% Increased
10 11
12
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