← 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
Palisade Capital Management
Palisade Capital Management
New Jersey
$23M +$3.79M 1 0.61% Increased
302
HighTower Advisors
HighTower Advisors
Illinois
$22.8M -$2.71M 11 0.03% Reduced
303
Mediolanum International Funds
Mediolanum International Funds
Ireland
$22.6M -$2.15M 4 0.29% Reduced
304
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$22.4M $0 7 0.04% Maintained
305
Rubric Capital Management (New York)
Rubric Capital Management (New York)
New York
$22.4M $0 1 0.29% Maintained
306
LOAME
Lombard Odier Asset Management (Europe)
United Kingdom
$22.3M -$2.44M 4 1.43% Reduced
307
Moran Wealth Management
Moran Wealth Management
Florida
$22.3M +$9.2M 2 0.71% Increased
308
Quantinno Capital Management
Quantinno Capital Management
New York
$21.7M -$38.2K 6 0.21% Reduced
309
AT
Avalon Trust
New Mexico
$21.5M -$112K 1 1.53% Reduced
310
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$21.4M -$414K 11 0.24% Reduced
311
2
2Xideas
Switzerland
$21.4M -$9.81M 1 2.86% Reduced
312
DJSG
D.J. St. Germain
Massachusetts
$21.4M -$11.3K 5 0.97% Reduced
313
Amalgamated Bank
Amalgamated Bank
New York
$21.1M +$95.4K 18 0.17% Increased
314
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
$20.9M +$307K 15 0.04% Increased
315
Nomura Asset Management
Nomura Asset Management
Japan
$20.8M -$225K 7 0.06% Reduced
316
Woodline Partners
Woodline Partners
California
$20.7M -$24.7M 4 0.14% Reduced
317
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$20.7M -$537K 11 0.18% Reduced
318
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$20.7M +$1.45K 5 0.11% Increased
319
UniSuper Management
UniSuper Management
Australia
$20.6M +$1.07M 4 0.15% Increased
320
Creative Planning
Creative Planning
Kansas
$20.5M +$841K 15 0.02% Increased
321
Atlas FRM
Atlas FRM
Connecticut
$20.4M +$22.8M 1 1.92% New
322
Mutual of America Capital Management
Mutual of America Capital Management
New York
$20.3M +$4.95M 9 0.22% Increased
323
CCM
Camber Capital Management
Massachusetts
$20.1M $0 1 0.46% Maintained
324
Moneta Group Investment Advisors
Moneta Group Investment Advisors
Missouri
$20.1M +$33K 1 0.28% Increased
325
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$20M +$5.92M 10 0.04% Increased