← 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
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$20M +$2.62M 1 0.09% Increased
327
PIM
Provident Investment Management
Michigan
$19.6M +$21M 1 1.87% Increased
328
Oberweis Asset Management
Oberweis Asset Management
Illinois
$19.4M +$3.35M 2 0.91% Increased
329
Första AP-fonden
Första AP-fonden
Sweden
$19.4M -$2.1M 3 0.14% Reduced
330
Resona Asset Management
Resona Asset Management
Japan
$19.3M -$1.27M 4 0.11% Reduced
331
Pathstone Holdings
Pathstone Holdings
New Jersey
$18.5M +$1.23M 9 0.08% Increased
332
Trexquant Investment
Trexquant Investment
Connecticut
$18.3M -$27.4M 6 0.21% Reduced
333
Walleye Capital
Walleye Capital
New York
$18.2M -$8.45M 11 0.04% Reduced
334
DF Dent & Co
DF Dent & Co
Maryland
$18.2M -$985K 1 0.23% Reduced
335
Jump Financial
Jump Financial
Illinois
$17.7M -$1.55M 8 0.37% Reduced
336
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$17.7M -$399K 10 0.11% Reduced
337
Police & Firemen's Retirement System of New Jersey
Police & Firemen's Retirement System of New Jersey
New Jersey
$17.6M +$18.1M 15 0.17% New
338
KTA
Keeley-Teton Advisors
Illinois
$17.6M +$667K 4 2.04% Increased
339
Swiss Life Asset Management
Swiss Life Asset Management
$17.5M +$6.6M 4 0.13% Increased
340
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$17.4M +$63.9K 8 0.49% Increased
341
Meyer Handelman Company
Meyer Handelman Company
New York
$17.4M -$6.14M 3 0.6% Reduced
342
Yousif Capital Management
Yousif Capital Management
Michigan
$17M +$598K 12 0.19% Increased
343
IAM
Iridian Asset Management
Connecticut
$16.8M -$1.37M 1 4.46% Reduced
344
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
$16.6M +$369K 4 0.17% Increased
345
Guggenheim Capital
Guggenheim Capital
Illinois
$16.5M -$1.42M 9 0.13% Reduced
346
RCW
Rheos Capital Works
Japan
$16.4M $0 2 0.91% Maintained
347
Engineers Gate Manager
Engineers Gate Manager
New York
$16.2M -$3.66M 10 0.28% Reduced
348
Panagora Asset Management
Panagora Asset Management
Massachusetts
$16.2M -$18.6M 6 0.07% Reduced
349
HAIM
Hunter Associates Investment Management
Pennsylvania
$15.9M +$157K 3 2.42% Increased
350
DPCM
Doma Perpetual Capital Management
Florida
$15.8M $0 1 7.88% Maintained