← 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
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$16.3M +$1.33M 8 0.09% Increased
302
TGM
Tenzing Global Management
California
$16.1M +$1.99M 1 9.64% Increased
303
DCP
Distillate Capital Partners
Illinois
$16.1M +$17.1M 1 0.83% New
304
GW&K Investment Management
GW&K Investment Management
Massachusetts
$16M -$781K 8 0.14% Reduced
305
Aquatic Capital Management
Aquatic Capital Management
Illinois
$15.9M -$156K 5 0.45% Reduced
306
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$15.8M -$1.39M 5 0.02% Reduced
307
Federated Hermes
Federated Hermes
Pennsylvania
$15.8M -$3.52M 10 0.03% Reduced
308
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$15.8M +$2.59M 12 0.02% Increased
309
QOP
Quinn Opportunity Partners
Virginia
$15.7M +$5.74M 4 0.66% Increased
310
HighTower Advisors
HighTower Advisors
Illinois
$15.7M -$2.37K 11 0.02% Reduced
311
Old National Bancorp
Old National Bancorp
Indiana
$15.5M +$2.09M 2 0.26% Increased
312
HMCP
Hook Mill Capital Partners
New York
$15.5M -$5.41M 1 1.46% Reduced
313
Nantahala Capital Management
Nantahala Capital Management
Connecticut
$15.5M -$641K 2 0.51% Reduced
314
F1I
Fund 1 Investments
Puerto Rico
$15.5M +$579K 3 1.89% Increased
315
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$15.3M -$6.56M 4 0.09% Reduced
316
FVCM
F&V Capital Management
Florida
$15.2M -$216K 1 3.24% Reduced
317
PBU - The Pension Fund of Early Childhood & Youth Educators
PBU - The Pension Fund of Early Childhood & Youth Educators
$15.1M +$16.1M 2 0.22% New
318
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$15.1M -$659K 5 0.07% Reduced
319
DFCM
Dark Forest Capital Management
Puerto Rico
$15.1M +$8.46M 5 0.69% Increased
320
Adage Capital Partners
Adage Capital Partners
Massachusetts
$15M -$4.87M 2 0.02% Reduced
321
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management
California
$14.9M +$811K 12 0.15% Increased
322
Walleye Capital
Walleye Capital
New York
$14.9M -$3.92M 9 0.05% Reduced
323
Dana Investment Advisors
Dana Investment Advisors
Wisconsin
$14.9M +$2.72M 4 0.43% Increased
324
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$14.9M -$1.44M 10 0.05% Reduced
325
IEQ Capital
IEQ Capital
California
$14.9M +$4.43M 5 0.04% Increased