← 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
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$19.6M -$20.6M 11 0.08% Reduced
277
Eventide Asset Management
Eventide Asset Management
Massachusetts
$19.4M +$10.2M 2 0.32% Increased
278
Mediolanum International Funds
Mediolanum International Funds
Ireland
$19.3M -$18.6M 2 0.2% Reduced
279
Federated Hermes
Federated Hermes
Pennsylvania
$19.3M -$44.7M 9 0.03% Reduced
280
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$19.2M -$155M 4 0.01% Reduced
281
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$19.2M -$877K 9 0.49% Reduced
282
Panagora Asset Management
Panagora Asset Management
Massachusetts
$19.1M -$668K 4 0.08% Reduced
283
Jump Financial
Jump Financial
Illinois
$19.1M -$7.41M 9 0.23% Reduced
284
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$18.5M -$17.2M 8 0.11% Reduced
285
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$18.5M -$6.22M 10 0.06% Reduced
286
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
$18.4M +$643K 4 0.14% Increased
287
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$18.3M -$945K 5 0.09% Reduced
288
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$18.3M +$6.53M 6 0.03% Increased
289
Nomura Asset Management
Nomura Asset Management
Japan
$18.2M -$2.64M 7 0.05% Reduced
290
VanEck Associates
VanEck Associates
New York
$18.1M +$2.17M 5 0.02% Increased
291
QC
Quantedge Capital
Singapore
$18M +$18.1M 1 9.88% Increased
292
HighTower Advisors
HighTower Advisors
Illinois
$18M -$5.12M 9 0.02% Reduced
293
Police & Firemen's Retirement System of New Jersey
Police & Firemen's Retirement System of New Jersey
New Jersey
$18M +$1.75M 16 0.14% Increased
294
Walleye Capital
Walleye Capital
New York
$17.9M +$4.63M 12 0.07% Increased
295
DF Dent & Co
DF Dent & Co
Maryland
$17.9M -$1.6M 1 0.23% Reduced
296
Empowered Funds
Empowered Funds
Pennsylvania
$17.8M -$7.66M 10 0.18% Reduced
297
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$17.7M +$16.5M 7 0.03% Increased
298
ROC
Running Oak Capital
Minnesota
$17.4M -$670K 1 1.95% Reduced
299
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$17.4M -$3.45M 2 0.11% Reduced
300
Aquatic Capital Management
Aquatic Capital Management
Illinois
$17.3M +$12.5M 5 0.32% Increased