← 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
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$11.2M +$1.36M 2 0.17% Increased
327
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$11.2M +$80.7K 5 0.25% Increased
328
TPSF
Texas Permanent School Fund
Texas
$11.2M -$183K 8 0.18% Reduced
329
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$11.1M +$130K 4 0.19% Increased
330
MCIM
Meadow Creek Investment Management
Georgia
$11M -$998K 6 0.22% Reduced
331
OAM
Oxford Asset Management
United Kingdom
$10.9M +$2.72M 2 0.24% Increased
332
PGCM
Prescott Group Capital Management
Oklahoma
$10.8M -$5.27M 1 2.22% Reduced
333
Twin Tree Management
Twin Tree Management
Texas
$10.8M +$2.27M 3 0.06% Increased
334
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$10.7M +$909K 6 0.06% Increased
335
CEP
Chicago Equity Partners
Illinois
$10.6M -$10.4M 6 0.41% Reduced
336
AA
Antipodean Advisors
New York
$10.6M -$1.26M 1 7.53% Reduced
337
Trillium Asset Management
Trillium Asset Management
Massachusetts
$10.4M +$6.02M 3 0.53% Increased
338
AAP
Ardsley Advisory Partners
Connecticut
$10.4M +$10.1M 2 1.99% Increased
339
Xact Kapitalforvaltning
Xact Kapitalforvaltning
Sweden
$10.3M +$502K 8 0.23% Increased
340
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$10.2M -$5.61M 4 0.09% Reduced
341
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$10.1M -$1.97M 2 0.07% Reduced
342
NHAS
Novo Holdings A/S
Denmark
$9.94M $0 1 1.47% Maintained
343
LSV Asset Management
LSV Asset Management
Illinois
$9.85M -$11.6M 2 0.02% Reduced
344
Utah Retirement Systems
Utah Retirement Systems
Utah
$9.77M +$168K 5 0.19% Increased
345
SCM
Stonepine Capital Management
Oregon
$9.65M +$1.38M 1 5.55% Increased
346
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$9.64M -$1.3M 9 0.06% Reduced
347
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$9.59M -$241K 11 0.17% Reduced
348
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$9.35M +$2.14M 2 0.02% Increased
349
Laurion Capital Management
Laurion Capital Management
New York
$9.3M +$2.19M 1 0.12% Increased
350
ECP
Elk Creek Partners
Colorado
$9.29M +$9.24M 1 0.67% New