← 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
301
Holocene Advisors
Holocene Advisors
New York
$21.2M -$10.2M 7 0.12% Reduced
302
Susquehanna Fundamental Investments
Susquehanna Fundamental Investments
Pennsylvania
$21.1M +$509K 6 0.39% Increased
303
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$21.1M -$10.9M 13 0.12% Reduced
304
Hennessy Advisors Inc
Hennessy Advisors Inc
California
$21M $0 1 1.17% Maintained
305
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$21M -$2.65M 8 0.24% Reduced
306
LPL Financial
LPL Financial
California
$20.7M +$2.12M 10 0.02% Increased
307
Magnetar Financial
Magnetar Financial
Illinois
$20.6M +$4.31M 3 0.2% Increased
308
LMR Partners
LMR Partners
United Kingdom
$20.5M +$13.7M 3 0.31% Increased
309
SGCIA
Smith Graham & Co Investment Advisors
Texas
$20.2M -$4.16M 1 1.78% Reduced
310
STCG
Speece Thorson Capital Group
Minnesota
$20.2M -$98.9K 1 4.22% Reduced
311
PR
Payden & Rygel
California
$20.1M +$20.7M 1 0.96% New
312
CI Investments Inc
CI Investments Inc
Ontario, Canada
$20.1M +$16.6M 7 0.07% Increased
313
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$20.1M -$10.1M 6 0.03% Reduced
314
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$19.9M +$185K 2 0.6% Increased
315
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$19.6M -$31.3M 5 0.12% Reduced
316
FCI
Financial Counselors Inc
Kansas
$19.5M +$129K 4 0.42% Increased
317
Guggenheim Capital
Guggenheim Capital
Illinois
$19.5M -$5.59M 6 0.11% Reduced
318
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$19.4M +$7.79M 3 0.43% Increased
319
VCM
Vigilant Capital Management
Maine
$19.3M +$661K 3 1.56% Increased
320
Azimuth Capital Management
Azimuth Capital Management
Michigan
$19M -$483K 3 0.82% Reduced
321
Kennedy Capital Management
Kennedy Capital Management
Missouri
$18.9M +$17.6M 3 0.41% Increased
322
TPSF
Texas Permanent School Fund
Texas
$18.8M -$121K 8 0.22% Reduced
323
Nantahala Capital Management
Nantahala Capital Management
Connecticut
$18.8M +$257K 1 0.53% Increased
324
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$18.7M +$3.23M 7 0.05% Increased
325
Putnam Investments
Putnam Investments
Massachusetts
$18.6M -$7.22M 3 0.03% Reduced