← 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
TOTUOP
Trustees of The University of Pennsylvania
Pennsylvania
$20.7M $0 1 24.56% Maintained
302
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$20.6M +$2.22M 6 0.41% Increased
303
NIP
Nicholas Investment Partners
California
$20.6M +$2.89M 1 1.8% Increased
304
ING Group
ING Group
Netherlands
$20.5M +$16.8M 3 0.21% Increased
305
ITP
Iron Triangle Partners
Connecticut
$20.2M -$4.26M 1 3.61% Reduced
306
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$20.1M +$399K 5 0.14% Increased
307
Harris Associates
Harris Associates
Illinois
$20M -$6.42M 1 0.04% Reduced
308
Candriam SCA
Candriam SCA
Luxembourg
$19.8M +$1.71M 6 0.13% Increased
309
Abeille Asset Management
Abeille Asset Management
France
$19.6M +$23.2M 1 0.69% New
310
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$19.4M +$2.1M 12 0.25% Increased
311
Yousif Capital Management
Yousif Capital Management
Michigan
$19.3M -$1.3M 12 0.25% Reduced
312
Trillium Asset Management
Trillium Asset Management
Massachusetts
$19.1M -$524K 1 0.59% Reduced
313
Railway Pension Investments
Railway Pension Investments
United Kingdom
$19M $0 3 0.19% Maintained
314
Mutual of America Capital Management
Mutual of America Capital Management
New York
$18.9M -$984K 12 0.24% Reduced
315
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$18.7M -$7.01M 4 0.03% Reduced
316
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$18.7M -$15.7M 12 0.14% Reduced
317
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$18.7M +$1.28M 12 0.05% Increased
318
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$18.7M +$1.7M 7 0.37% Increased
319
AE Wealth Management
AE Wealth Management
Kansas
$18.5M +$5.16M 6 0.13% Increased
320
Boston Trust Walden
Boston Trust Walden
Massachusetts
$18.5M -$5.78M 1 0.16% Reduced
321
TCW Group
TCW Group
California
$18.3M -$2.56M 2 0.26% Reduced
322
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$18.2M -$284K 9 0.04% Reduced
323
TPSF
Texas Permanent School Fund
Texas
$18.1M -$712K 12 0.27% Reduced
324
LCG
Lisanti Capital Growth
New York
$18.1M +$8.69M 2 2.47% Increased
325
Trexquant Investment
Trexquant Investment
Connecticut
$17.7M +$6.98M 10 0.5% Increased