← 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
RSCM
Rock Springs Capital Management
Maryland
$17.4M -$94.6K 1 0.52% Reduced
327
Shelton Capital Management
Shelton Capital Management
Colorado
$17.3M -$3.57M 4 0.47% Reduced
328
Trillium Asset Management
Trillium Asset Management
Massachusetts
$17M +$406K 1 0.43% Increased
329
Eventide Asset Management
Eventide Asset Management
Massachusetts
$16.7M $0 1 0.29% Maintained
330
UniSuper Management
UniSuper Management
Australia
$16.6M +$2.07M 5 0.14% Increased
331
Cerity Partners
Cerity Partners
New York
$16.6M -$1.18M 9 0.04% Reduced
332
Zacks Investment Management
Zacks Investment Management
Illinois
$16.5M +$2.5M 4 0.19% Increased
333
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$16.2M +$1.82M 12 0.15% Increased
334
AGF Management
AGF Management
Ontario, Canada
$16.1M -$57.7M 2 0.09% Reduced
335
Vestcor Inc
Vestcor Inc
New Brunswick, Canada
$16.1M -$1.74M 11 0.54% Reduced
336
Royce & Associates
Royce & Associates
New York
$15.9M -$188K 5 0.15% Reduced
337
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$15.8M -$90.8K 9 0.1% Reduced
338
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$15.8M +$1.04M 2 0.46% Increased
339
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)
Sweden
$15.8M +$16.5M 4 0.18% New
340
Osaic Holdings
Osaic Holdings
Arizona
$15.5M -$698K 21 0.04% Reduced
341
Första AP-fonden
Första AP-fonden
Sweden
$15.5M -$2.26M 4 0.14% Reduced
342
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$15.5M -$2.59M 4 0.07% Reduced
343
Silvercrest Asset Management
Silvercrest Asset Management
New York
$15.4M -$12.8M 1 0.11% Reduced
344
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$15.4M -$1.82M 10 0.17% Reduced
345
Y-Intercept (HK)
Y-Intercept (HK)
Hong Kong
$15.4M +$10.8M 7 0.84% Increased
346
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$15.4M +$1.12M 12 0.02% Increased
347
WHCM
Wolf Hill Capital Management
Connecticut
$14.9M $0 1 1.48% Maintained
348
ClearBridge Investments
ClearBridge Investments
New York
$14.9M -$1.22M 3 0.01% Reduced
349
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$14.8M +$4.83M 9 0.03% Increased
350
BGI
BlueDrive Global Investors
United Kingdom
$14.7M +$5.72M 1 16.83% Increased