← 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
BAMCO Inc
BAMCO Inc
New York
$15.4M -$2.73M 1 0.05% Reduced
302
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$15.3M -$18.9M 1 0.29% Reduced
303
Asset Management One
Asset Management One
Japan
$15.3M -$300K 4 0.05% Reduced
304
Jump Financial
Jump Financial
Illinois
$15.2M -$11.8M 10 0.2% Reduced
305
DCP
Distillate Capital Partners
Illinois
$15.1M +$156K 1 0.8% Increased
306
Algert Global
Algert Global
California
$15.1M -$2.15M 6 0.23% Reduced
307
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$15.1M -$286K 10 0.41% Reduced
308
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
$14.7M -$2.39M 3 0.1% Reduced
309
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$14.6M +$11.2M 1 0.1% Increased
310
Aquatic Capital Management
Aquatic Capital Management
Illinois
$14.5M -$2.47M 6 0.42% Reduced
311
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$14.1M +$86.9K 4 0% Increased
312
2
2Xideas
Switzerland
$14.1M -$2.85M 1 5.52% Reduced
313
Dana Investment Advisors
Dana Investment Advisors
Wisconsin
$14.1M +$472K 4 0.42% Increased
314
FVCM
F&V Capital Management
Florida
$14M +$211K 1 2.96% Increased
315
BCM
Bronte Capital Management
Australia
$13.8M -$2.94M 1 1.37% Reduced
316
Police & Firemen's Retirement System of New Jersey
Police & Firemen's Retirement System of New Jersey
New Jersey
$13.7M +$82.4K 16 0.12% Increased
317
Nicholas Company
Nicholas Company
Wisconsin
$13.5M -$1.19K 1 0.27% Reduced
318
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$13.5M +$172K 9 0.07% Increased
319
LCM
Landscape Capital Management
New Jersey
$13.4M -$20M 9 0.85% Reduced
320
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$13.3M -$9.61M 5 0.02% Reduced
321
IEQ Capital
IEQ Capital
California
$13.3M +$655K 9 0.06% Increased
322
Nomura Asset Management
Nomura Asset Management
Japan
$13.2M +$14.6K 5 0.03% Increased
323
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$13.2M +$6.32M 1 0.07% Increased
324
Quantbot Technologies
Quantbot Technologies
New York
$13M -$17.6M 7 0.53% Reduced
325
ROC
Running Oak Capital
Minnesota
$13M -$755K 1 1.75% Reduced