← 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
Panagora Asset Management
Panagora Asset Management
Massachusetts
$17.3M +$2.04M 7 0.1% Increased
327
Eagle Asset Management
Eagle Asset Management
Florida
$17.2M -$3.49M 2 0.09% Reduced
328
DJSG
D.J. St. Germain
Massachusetts
$17.2M +$507K 6 0.9% Increased
329
Tredje AP-fonden
Tredje AP-fonden
Sweden
$17.1M +$9.59M 5 0.21% Increased
330
Aquatic Capital Management
Aquatic Capital Management
Illinois
$17M -$20.9M 8 0.43% Reduced
331
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$16.9M +$9.32M 1 0.19% Increased
332
C WorldWide Group
C WorldWide Group
Denmark
$16.9M +$4.08M 1 0.23% Increased
333
ACM
Arvin Capital Management
Texas
$16.7M +$14.9M 1 7.39% New
334
RC
Rovin Capital
Arizona
$16.6M -$91.4K 1 7.52% Reduced
335
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$16.5M -$33.5M 2 0.45% Reduced
336
PEAK6 Investments
PEAK6 Investments
Illinois
$16.4M +$3.31M 8 0.06% Increased
337
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$16.4M +$2.54M 12 0.15% Increased
338
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$16.4M -$2.61M 7 0.19% Reduced
339
Orion Portfolio Solutions
Orion Portfolio Solutions
Nebraska
$16.4M -$2.61M 7 0.19% Reduced
340
LP
Lexington Partners
New York
$16.4M $0 1 10.76% Maintained
341
LFCM
Long Focus Capital Management
Puerto Rico
$16.4M +$1.22M 2 0.55% Increased
342
Xponance
Xponance
Pennsylvania
$16.4M -$3.03M 6 0.2% Reduced
343
ClearBridge Investments
ClearBridge Investments
New York
$16.4M +$569K 3 0.01% Increased
344
Yousif Capital Management
Yousif Capital Management
Michigan
$16M -$3.19M 12 0.19% Reduced
345
Granahan Investment Management
Granahan Investment Management
Massachusetts
$15.8M -$6.21M 1 0.52% Reduced
346
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$15.7M -$3.95M 9 0.11% Reduced
347
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab
Denmark
$15.5M +$10.8M 6 0.33% Increased
348
Mutual of America Capital Management
Mutual of America Capital Management
New York
$15.3M -$158K 9 0.18% Reduced
349
Shelton Capital Management
Shelton Capital Management
Colorado
$15.1M +$2.1M 4 0.48% Increased
350
Commerce Bank
Commerce Bank
Missouri
$15M -$1.31M 5 0.11% Reduced