← 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
Police & Firemen's Retirement System of New Jersey
Police & Firemen's Retirement System of New Jersey
New Jersey
$17.6M +$2.04M 16 0.16% Increased
327
Magnetar Financial
Magnetar Financial
Illinois
$17.6M +$18.5M 2 0.09% Increased
328
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
$17.4M -$106K 4 0.16% Reduced
329
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$17.2M -$76.4K 6 0.04% Reduced
330
RC
Rovin Capital
Arizona
$17.2M $0 1 5.2% Maintained
331
ROC
Running Oak Capital
Minnesota
$17M -$449K 1 1.89% Reduced
332
M&T Bank
M&T Bank
New York
$16.7M -$924K 5 0.06% Reduced
333
RB
Rodgers Brothers
Pennsylvania
$16.7M -$69.6K 3 2.11% Reduced
334
KA
KLCM Advisors
Wisconsin
$16.5M +$43.6K 1 1.76% Increased
335
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$16.4M +$11.5M 5 0.03% Increased
336
EP
Edgestream Partners
New Jersey
$16.3M +$6.45M 4 0.45% Increased
337
Swiss Life Asset Management
Swiss Life Asset Management
$16.3M +$6.27M 3 0.1% Increased
338
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$16.3M +$460K 11 0.17% Increased
339
LOAME
Lombard Odier Asset Management (Europe)
United Kingdom
$16.2M -$2.03M 3 1.14% Reduced
340
Fred Alger Management
Fred Alger Management
New York
$15.9M +$9.46M 1 0.07% Increased
341
Mutual of America Capital Management
Mutual of America Capital Management
New York
$15.9M -$785K 7 0.17% Reduced
342
Oberweis Asset Management
Oberweis Asset Management
Illinois
$15.7M -$607K 2 0.68% Reduced
343
HAIM
Hunter Associates Investment Management
Pennsylvania
$15.4M -$1.4M 2 2.28% Reduced
344
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$15.1M -$7.67M 5 0.13% Reduced
345
VanEck Associates
VanEck Associates
New York
$15M -$989K 5 0.02% Reduced
346
Azimuth Capital Investment Management
Azimuth Capital Investment Management
Michigan
$15M -$401K 1 0.56% Reduced
347
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$14.9M +$307K 8 0.1% Increased
348
Czech National Bank
Czech National Bank
Czech Republic
$14.9M +$766K 4 0.12% Increased
349
Yousif Capital Management
Yousif Capital Management
Michigan
$14.8M -$9.47K 12 0.16% Reduced
350
CB
Cadence Bank
Mississippi
$14.8M +$5.46M 2 0.98% Increased