← 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
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$22.8M -$15.9M 1 0.1% Reduced
302
ITP
Iron Triangle Partners
Connecticut
$22.7M $0 1 3.04% Maintained
303
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$22.5M +$20.5M 1 0.53% Increased
304
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$22.4M +$1.79M 8 0.04% Increased
305
Guggenheim Capital
Guggenheim Capital
Illinois
$22.2M +$497K 9 0.17% Increased
306
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$22M -$932K 10 0.15% Reduced
307
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$21.8M -$1.5M 7 0.23% Reduced
308
Orion Portfolio Solutions
Orion Portfolio Solutions
Nebraska
$21.8M -$1.5M 7 0.23% Reduced
309
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$21.7M +$40.9K 5 0.13% Increased
310
SGI
Summit Global Investments
Utah
$21.6M +$172K 6 1.43% Increased
311
T
TOBAM
France
$21.3M -$7.53M 3 1.6% Reduced
312
Bahl & Gaynor
Bahl & Gaynor
Ohio
$21.2M +$8.21M 4 0.13% Increased
313
Corient Private Wealth
Corient Private Wealth
Florida
$21M +$651K 8 0.05% Increased
314
F1I
Fund 1 Investments
Puerto Rico
$21M -$1.11M 3 8.66% Reduced
315
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co
Germany
$20.8M +$2.28M 4 0.28% Increased
316
Jump Financial
Jump Financial
Illinois
$20.4M -$945K 8 0.75% Reduced
317
Putnam Investments
Putnam Investments
Massachusetts
$20.3M +$2.57M 5 0.03% Increased
318
AE Wealth Management
AE Wealth Management
Kansas
$20.1M -$1.75M 5 0.12% Reduced
319
Yousif Capital Management
Yousif Capital Management
Michigan
$20.1M +$804K 12 0.24% Increased
320
Swiss Life Asset Management
Swiss Life Asset Management
$20.1M +$259K 4 0.3% Increased
321
Xponance
Xponance
Pennsylvania
$20.1M +$1.37M 6 0.27% Increased
322
Palisade Capital Management
Palisade Capital Management
New Jersey
$20M +$2.99M 1 0.53% Increased
323
Trillium Asset Management
Trillium Asset Management
Massachusetts
$20M -$4.52M 1 0.56% Reduced
324
Algert Global
Algert Global
California
$19.9M +$4.77M 8 0.87% Increased
325
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$19.9M -$31.8M 2 0.36% Reduced