← 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
STRS Ohio
STRS Ohio
Ohio
$21.6M -$12.5M 8 0.09% Reduced
302
Trillium Asset Management
Trillium Asset Management
Massachusetts
$21.2M +$878K 1 0.58% Increased
303
PHP
Parkman Healthcare Partners
Connecticut
$21.1M +$12.4M 1 2.97% Increased
304
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$20.6M -$1.74M 14 0.1% Reduced
305
CISOA
Capital Investment Services of America
Wisconsin
$20.5M +$114K 1 2.15% Increased
306
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$20.5M -$49.3M 2 0.29% Reduced
307
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$20.2M -$4.04M 11 0.24% Reduced
308
RSCM
Rock Springs Capital Management
Maryland
$20.1M +$8.83M 1 0.5% Increased
309
Norinchukin Bank
Norinchukin Bank
Japan
$20M -$6.48M 3 0.47% Reduced
310
VCM
VeriStar Capital Management
New York
$19.8M +$7.14M 1 13.06% Increased
311
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$19.4M +$237K 5 0.12% Increased
312
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$19.3M -$13.1M 3 0.01% Reduced
313
Algert Global
Algert Global
California
$19.3M -$721K 7 0.78% Reduced
314
INTECH Investment Management
INTECH Investment Management
Florida
$19.2M -$2.01M 4 0.28% Reduced
315
Guggenheim Capital
Guggenheim Capital
Illinois
$19M +$1.46M 9 0.14% Increased
316
Vestcor Inc
Vestcor Inc
New Brunswick, Canada
$18.9M +$5.47M 10 0.64% Increased
317
Walleye Trading
Walleye Trading
New York
$18.8M +$9.44M 12 0.04% Increased
318
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$18.7M -$3.07M 8 0.13% Reduced
319
FLAM
First Light Asset Management
Minnesota
$18.4M +$14.3M 2 1.48% Increased
320
WHCM
Wolf Hill Capital Management
Connecticut
$18.4M -$2.81M 1 1.17% Reduced
321
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$18.3M -$15.4M 7 0.04% Reduced
322
T
TOBAM
France
$18.3M -$2.8M 3 1.6% Reduced
323
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$18.2M -$15.6M 6 0.44% Reduced
324
ACB
Aristotle Capital Boston
Massachusetts
$17.9M +$138K 1 0.55% Increased
325
SP
Solel Partners
Massachusetts
$17.8M $0 1 2.51% Maintained
11 12
13
14 15