← 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
Cresset Asset Management
Cresset Asset Management
Illinois
$22.4M +$2.05M 10 0.09% Increased
302
Resona Asset Management
Resona Asset Management
Japan
$22.1M -$338K 4 0.13% Reduced
303
Empowered Funds
Empowered Funds
Pennsylvania
$22M +$5.82M 8 0.35% Increased
304
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
$21.9M -$3.73M 15 0.05% Reduced
305
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$21.7M -$367K 5 0.11% Reduced
306
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$21.7M +$1.04M 11 0.19% Increased
307
TOTUOP
Trustees of The University of Pennsylvania
Pennsylvania
$21.6M $0 1 76.4% Maintained
308
Simplex Trading
Simplex Trading
Illinois
$21.6M +$13.5M 13 0.01% Increased
309
CCM
Camber Capital Management
Massachusetts
$21.6M $0 1 0.69% Maintained
310
DF Dent & Co
DF Dent & Co
Maryland
$21.5M -$30.3M 1 0.26% Reduced
311
SC
Sasco Capital
Connecticut
$21.4M -$3.6M 1 3.21% Reduced
312
Amalgamated Bank
Amalgamated Bank
New York
$21.3M -$1.85M 18 0.18% Reduced
313
Jump Financial
Jump Financial
Illinois
$21.2M +$9.5M 8 0.43% Increased
314
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$21.1M +$25.7M 8 0.07% Increased
315
Rockefeller Capital Management
Rockefeller Capital Management
New York
$21.1M -$298K 4 0.06% Reduced
316
UniSuper Management
UniSuper Management
Australia
$21M +$943K 5 0.16% Increased
317
USS Investment Management
USS Investment Management
United Kingdom
$20.9M +$46.5K 3 0.15% Increased
318
PHS
PFM Health Sciences
California
$20.8M +$17.1M 1 1.18% New
319
Creative Planning
Creative Planning
Kansas
$20.6M -$6.72M 11 0.02% Reduced
320
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$20.5M +$2.49M 11 0.22% Increased
321
PointState Capital
PointState Capital
New York
$20.3M $0 1 0.37% Maintained
322
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$20M +$5.51M 5 0.34% Increased
323
IP
Interval Partners
New York
$19.9M +$7.42M 1 0.45% Increased
324
Silvercrest Asset Management
Silvercrest Asset Management
New York
$19.7M +$3.09M 1 0.13% Increased
325
INTECH Investment Management
INTECH Investment Management
Florida
$19.7M +$10.2M 14 0.22% Increased