← 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
Freestone Grove Partners
Freestone Grove Partners
California
$14.8M -$33.4M 2 0.11% Reduced
327
NAM
NorthCrest Asset Manangement
Minnesota
$14.8M +$790K 4 0.33% Increased
328
ROC
Running Oak Capital
Minnesota
$14.7M -$686K 1 1.84% Reduced
329
Police & Firemen's Retirement System of New Jersey
Police & Firemen's Retirement System of New Jersey
New Jersey
$14.6M -$1.04M 16 0.12% Reduced
330
Nicholas Company
Nicholas Company
Wisconsin
$14.5M -$5.77M 2 0.25% Reduced
331
AE Wealth Management
AE Wealth Management
Kansas
$14.5M +$1.86M 2 0.08% Increased
332
XTX Topco
XTX Topco
Cayman Islands
$14.5M +$12.5M 12 0.38% Increased
333
BCM
Bronte Capital Management
Australia
$14.4M -$2.53M 1 1.44% Reduced
334
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$14.4M -$2.43M 4 0.24% Reduced
335
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$14.3M -$760K 8 0.07% Reduced
336
Nomura Asset Management
Nomura Asset Management
Japan
$14.1M -$2.04M 6 0.04% Reduced
337
Czech National Bank
Czech National Bank
Czech Republic
$14.1M +$520K 4 0.09% Increased
338
Guggenheim Capital
Guggenheim Capital
Illinois
$14M -$1.41M 9 0.1% Reduced
339
US Bancorp
US Bancorp
Minnesota
$14M -$763K 14 0.02% Reduced
340
Panagora Asset Management
Panagora Asset Management
Massachusetts
$14M -$591K 4 0.05% Reduced
341
Group One Trading
Group One Trading
Illinois
$13.9M +$550K 13 0.02% Increased
342
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$13.7M +$5.21M 8 0.02% Increased
343
Amalgamated Bank
Amalgamated Bank
New York
$13.7M -$505K 16 0.1% Reduced
344
RC
Rovin Capital
Arizona
$13.7M $0 1 3.64% Maintained
345
EP
Edgestream Partners
New Jersey
$13.7M +$3.71M 2 0.38% Increased
346
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$13.6M -$1.97M 1 0.08% Reduced
347
C WorldWide Group
C WorldWide Group
Denmark
$13.5M -$205K 1 0.24% Reduced
348
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$13.5M +$34.4K 6 0.02% Increased
349
DF Dent & Co
DF Dent & Co
Maryland
$13.5M -$1.85M 1 0.19% Reduced
350
CCM
Carronade Capital Management
Connecticut
$13.4M +$314K 1 0.18% Increased