← 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
NM
Newtyn Management
New York
$16.8M +$305K 2 3.69% Increased
327
LCM
Landscape Capital Management
New Jersey
$16.8M +$4.12M 5 2.19% Increased
328
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$16.7M +$4.63M 9 0.36% Increased
329
Illinois Municipal Retirement Fund
Illinois Municipal Retirement Fund
Illinois
$16.7M +$1.92M 5 0.41% Increased
330
MFAM
Motley Fool Asset Management
Virginia
$16.7M -$418K 1 1.64% Reduced
331
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$16.7M +$357K 8 0.07% Increased
332
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$16.5M +$684K 3 0.02% Increased
333
Boston Partners
Boston Partners
Massachusetts
$16.4M +$19.8M 4 0.02% Increased
334
ClearBridge Investments
ClearBridge Investments
New York
$16.3M -$6.76M 2 0.02% Reduced
335
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$16.3M +$267K 12 0.23% Increased
336
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$16M +$636K 11 0.04% Increased
337
SCM
Stonepine Capital Management
Oregon
$15.6M +$3.72M 1 7.02% Increased
338
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$15.6M +$1.15M 7 0.32% Increased
339
KBC Group
KBC Group
Belgium
$15.5M -$988K 11 0.08% Reduced
340
Azimuth Capital Investment Management
Azimuth Capital Investment Management
Michigan
$15.1M -$126K 3 0.83% Reduced
341
Algert Global
Algert Global
California
$15.1M +$4.9M 7 0.91% Increased
342
Fisher Asset Management
Fisher Asset Management
Washington
$15.1M -$1.59K 1 0.01% Reduced
343
E
Ergoteles
New York
$15M +$12.1M 8 0.53% Increased
344
BCA
Bernzott Capital Advisors
California
$14.9M -$7.12M 1 2.06% Reduced
345
Eventide Asset Management
Eventide Asset Management
Massachusetts
$14.9M +$12.3M 1 0.29% Increased
346
Brookfield Corp
Brookfield Corp
Ontario, Canada
$14.5M +$9.7M 4 0.05% Increased
347
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$14.5M +$15.8M 11 0.16% New
348
Veritas Asset Management
Veritas Asset Management
United Kingdom
$14.5M -$49.7K 1 0.12% Reduced
349
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$14.4M +$1.22M 8 0.25% Increased
350
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$14.3M -$560K 2 0.24% Reduced