← 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
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$23.3M -$338K 11 0.2% Reduced
302
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$23.1M +$9.36M 6 0.05% Increased
303
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$22.6M +$1.8M 7 0.28% Increased
304
Orion Portfolio Solutions
Orion Portfolio Solutions
Nebraska
$22.6M +$15.7M 7 0.28% Increased
305
Glenview Capital Management
Glenview Capital Management
New York
$22.4M +$22.1M 1 0.49% New
306
E
Ergoteles
New York
$22.3M +$13.4M 8 0.87% Increased
307
PVI
Pura Vida Investments
New York
$22.2M -$26.8M 1 2.25% Reduced
308
Boston Trust Walden
Boston Trust Walden
Massachusetts
$22.2M +$538K 1 0.19% Increased
309
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$21.5M +$161K 5 0.14% Increased
310
Todd Asset Management
Todd Asset Management
Kentucky
$21.2M +$20.9M 1 0.51% New
311
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$20.9M -$1.21M 2 0.23% Reduced
312
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$20.5M -$4.14M 4 0.21% Reduced
313
NM
Newtyn Management
New York
$20.5M -$3.69M 2 4.03% Reduced
314
Guggenheim Capital
Guggenheim Capital
Illinois
$20.5M -$2.46M 9 0.17% Reduced
315
Corient Private Wealth
Corient Private Wealth
Florida
$20.5M +$13.5M 8 0.06% Increased
316
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$20.3M +$5.2M 8 0.21% Increased
317
PWAM
Park West Asset Management
California
$20.2M +$16.7M 1 1.81% Increased
318
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$20.2M +$4.87M 4 0.9% Increased
319
Churchill Management
Churchill Management
California
$20.1M +$14.5M 2 0.41% Increased
320
Quadrature Capital
Quadrature Capital
United Kingdom
$20.1M +$18.1M 2 0.55% Increased
321
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$20.1M +$6.45M 2 0.33% Increased
322
SGI
Summit Global Investments
Utah
$19.8M +$10.8M 5 1.53% Increased
323
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$19.8M +$694K 9 0.04% Increased
324
TCW Group
TCW Group
California
$19.7M +$1.84M 1 0.25% Increased
325
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$19.6M -$633K 11 0.24% Reduced