← 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
Illinois Municipal Retirement Fund
Illinois Municipal Retirement Fund
Illinois
$18.3M +$4.6M 9 0.34% Increased
327
CM
Cercano Management
Washington
$18.1M +$19.3M 1 0.64% Increased
328
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$18M -$7.14M 1 0.09% Reduced
329
Rubric Capital Management (New York)
Rubric Capital Management (New York)
New York
$17.8M -$11M 1 0.67% Reduced
330
Algert Global
Algert Global
California
$17.8M +$1.84M 9 0.84% Increased
331
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$17.6M -$12M 9 0.18% Reduced
332
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$17.6M -$3.69M 11 0.15% Reduced
333
KAM
Krensavage Asset Management
New York
$17.5M +$1.76M 1 6.45% Increased
334
CISOA
Capital Investment Services of America
Wisconsin
$17.5M +$376K 1 2.03% Increased
335
SEC
Seven Eight Capital
New York
$17.5M +$13.6M 4 2.05% Increased
336
Xponance
Xponance
Pennsylvania
$17.3M +$2.2M 7 0.24% Increased
337
Trillium Asset Management
Trillium Asset Management
Massachusetts
$17.3M +$1.29M 1 0.52% Increased
338
Centiva Capital
Centiva Capital
New York
$17.2M +$7.35M 11 0.38% Increased
339
Gotham Asset Management
Gotham Asset Management
New York
$17M +$2M 7 0.35% Increased
340
Yousif Capital Management
Yousif Capital Management
Michigan
$17M -$399K 12 0.22% Reduced
341
Corient Private Wealth
Corient Private Wealth
Florida
$16.9M +$1.76M 8 0.04% Increased
342
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$16.8M -$1.71M 7 0.2% Reduced
343
Orion Portfolio Solutions
Orion Portfolio Solutions
Nebraska
$16.8M -$1.71M 7 0.2% Reduced
344
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$16.7M -$291K 5 0.11% Reduced
345
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$16.6M +$19.1M 1 0.18% Increased
346
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$16.4M -$5.68M 3 0.27% Reduced
347
Walleye Capital
Walleye Capital
New York
$16.4M +$11.6M 6 0.04% Increased
348
SP
Solel Partners
Massachusetts
$16.4M $0 1 2.44% Maintained
349
Los Angeles Capital Management
Los Angeles Capital Management
California
$16.3M -$52.4M 7 0.07% Reduced
350
ACB
Aristotle Capital Boston
Massachusetts
$16.3M +$93.6K 1 0.52% Increased