← 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
Moran Wealth Management
Moran Wealth Management
Florida
$18.2M +$1.59M 4 0.56% Increased
277
PCM
Philosophy Capital Management
California
$18M +$22.7M 1 1.11% New
278
SCA
STALEY CAPITAL ADVISERS
Pennsylvania
$17.7M +$17.6M 1 0.75% Increased
279
Addenda Capital
Addenda Capital
Quebec, Canada
$17.6M +$492K 1 0.5% Increased
280
Integral Health Asset Management
Integral Health Asset Management
New York
$17.5M -$4.05M 1 0.84% Reduced
281
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$17.4M -$2.56M 4 0.07% Reduced
282
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$17.2M -$1.57M 5 0.04% Reduced
283
Rathbones Group
Rathbones Group
United Kingdom
$17M -$14.8M 2 0.07% Reduced
284
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$16.8M +$5.26M 9 0.03% Increased
285
RA Capital Management
RA Capital Management
Massachusetts
$16.8M +$12.9M 1 0.18% Increased
286
VanEck Associates
VanEck Associates
New York
$16.8M +$246K 4 0.01% Increased
287
LOIM
Liberty One Investment Management
Illinois
$16.7M -$902K 1 1.73% Reduced
288
UniSuper Management
UniSuper Management
Australia
$16.7M -$2.99M 3 0.11% Reduced
289
EP
Edgestream Partners
New Jersey
$16.7M +$5.6M 4 0.55% Increased
290
Fisher Asset Management
Fisher Asset Management
Washington
$16.5M -$9.21M 2 0.01% Reduced
291
Arizona State Retirement System
Arizona State Retirement System
Arizona
$16.4M -$56K 12 0.1% Reduced
292
ProShare Advisors
ProShare Advisors
Maryland
$16.4M -$3.43M 10 0.02% Reduced
293
SCM
Sio Capital Management
New York
$16.3M +$19.3M 1 2.34% New
294
AE Wealth Management
AE Wealth Management
Kansas
$16.2M +$3.3M 5 0.09% Increased
295
STRS Ohio
STRS Ohio
Ohio
$16M -$383K 11 0.06% Reduced
296
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$15.9M +$1.14M 7 0.32% Increased
297
MetLife Investment Management
MetLife Investment Management
New Jersey
$15.8M -$1.84M 15 0.08% Reduced
298
Federated Hermes
Federated Hermes
Pennsylvania
$15.7M +$3M 11 0.03% Increased
299
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$15.5M +$570K 1 0.09% Increased
300
TGM
Tenzing Global Management
California
$15.5M -$3.27M 1 12.82% Reduced