← 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
326
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$9.54M -$675K 8 0.07% Reduced
327
MSA
Mason Street Advisors
Wisconsin
$9.54M -$3.5M 7 0.23% Reduced
328
Scout Investments
Scout Investments
Missouri
$9.43M -$13.8M 1 0.26% Reduced
329
Foresters Investment Management
Foresters Investment Management
New York
$9.38M -$5.62M 2 0.15% Reduced
330
Natixis Advisors
Natixis Advisors
Massachusetts
$9.38M -$1.93M 6 0.1% Reduced
331
GA
Glenhill Advisors
New York
$9.24M -$1.19M 1 0.75% Reduced
332
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$9.23M -$1.91M 6 0.15% Reduced
333
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$9.19M +$724K 8 0.1% Increased
334
PTC
Philadelphia Trust Company
Pennsylvania
$9.19M -$12.3M 2 0.75% Reduced
335
LSC
Lyon Street Capital
California
$9.13M -$1.71M 1 3.52% Reduced
336
KCM
Kingdon Capital Management
New York
$9.11M +$9.17M 1 0.59% New
337
JCM
JS Capital Management
New York
$9.09M -$10.2M 1 4.15% Reduced
338
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$8.97M +$2.37M 4 0.12% Increased
339
Truist Financial
Truist Financial
North Carolina
$8.94M +$28.2K 2 0.17% Increased
340
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
$8.83M $0 1 0.01% Maintained
341
ACB
Aristotle Capital Boston
Massachusetts
$8.77M +$1.41M 1 0.79% Increased
342
Sculptor Capital
Sculptor Capital
New York
$8.73M -$4.75M 1 0.04% Reduced
343
SGCIA
Smith Graham & Co Investment Advisors
Texas
$8.62M +$8.72M 1 0.9% New
344
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University
California
$8.62M -$1.23M 1 0.62% Reduced
345
SCM
Stevens Capital Management
Pennsylvania
$8.61M -$4.91M 3 0.32% Reduced
346
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$8.57M +$734K 1 0% Increased
347
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$8.55M +$8.32M 1 0.13% New
348
ACPU
Arrowgrass Capital Partners (US)
Delaware
$8.54M +$8.62M 1 0.06% New
349
Fenimore Asset Management
Fenimore Asset Management
New York
$8.54M +$1.97M 1 0.34% Increased
350
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$8.32M -$480K 3 0.16% Reduced