← 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
Walleye Capital
Walleye Capital
New York
$17.8M +$3.3M 9 0.08% Increased
327
Mutual of America Capital Management
Mutual of America Capital Management
New York
$17.8M -$704K 8 0.21% Reduced
328
2
2Xideas
Switzerland
$17.8M -$3.31M 1 2.7% Reduced
329
Lazard Asset Management
Lazard Asset Management
New York
$17.7M -$4.96M 11 0.03% Reduced
330
QRG Capital Management
QRG Capital Management
Illinois
$17.4M +$11.2M 4 0.18% Increased
331
Resona Asset Management
Resona Asset Management
Japan
$17.3M -$1.22M 4 0.1% Reduced
332
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$17.1M +$329K 11 0.5% Increased
333
VWM
Valley Wealth Managers
New Jersey
$17.1M +$1.96M 2 1.3% Increased
334
Police & Firemen's Retirement System of New Jersey
Police & Firemen's Retirement System of New Jersey
New Jersey
$16.8M +$128K 16 0.17% Increased
335
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
$16.8M +$565K 4 0.17% Increased
336
Panagora Asset Management
Panagora Asset Management
Massachusetts
$16.8M +$1.75M 5 0.08% Increased
337
GIP
Granite Investment Partners
California
$16.6M +$16.4M 1 0.84% Increased
338
HAIM
Hunter Associates Investment Management
Pennsylvania
$16.3M +$672K 2 2.52% Increased
339
Dana Investment Advisors
Dana Investment Advisors
Wisconsin
$16.3M +$5.24M 3 0.58% Increased
340
DF Dent & Co
DF Dent & Co
Maryland
$15.8M -$468K 1 0.21% Reduced
341
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$15.8M +$4.91M 5 0.11% Increased
342
RSCM
Rock Springs Capital Management
Maryland
$15.8M -$5.56M 1 0.9% Reduced
343
Yousif Capital Management
Yousif Capital Management
Michigan
$15.8M -$382K 11 0.18% Reduced
344
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$15.5M +$929K 9 0.02% Increased
345
Burney Company
Burney Company
Virginia
$15.5M +$88.6K 1 0.56% Increased
346
Quantbot Technologies
Quantbot Technologies
New York
$15.4M +$4.05M 9 0.49% Increased
347
ROC
Running Oak Capital
Minnesota
$15.2M +$15.8M 1 1.83% New
348
Susquehanna Fundamental Investments
Susquehanna Fundamental Investments
Pennsylvania
$15.1M +$7.81M 7 0.21% Increased
349
KTA
Keeley-Teton Advisors
Illinois
$15.1M -$480K 3 1.83% Reduced
350
Royce & Associates
Royce & Associates
New York
$14.8M +$158K 5 0.16% Increased