← 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
351
RCM
Rutabaga Capital Management
Massachusetts
$7.28M +$803K 1 1.38% Increased
352
DL
Delta Lloyd
Netherlands
$7.25M +$502K 3 0.23% Increased
353
BlueCrest Capital Management
BlueCrest Capital Management
Jersey
$7.23M +$5.26M 4 0.23% Increased
354
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$7.2M +$33.3K 6 0.09% Increased
355
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$7.16M +$981K 3 0.07% Increased
356
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$7.15M +$7.21M 1 0.19% New
357
KBC Group
KBC Group
Belgium
$7.13M +$403K 3 0.08% Increased
358
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$7.12M -$612K 2 0.74% Reduced
359
Baird Financial Group
Baird Financial Group
Wisconsin
$7.04M +$1.73M 4 0.06% Increased
360
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$6.98M -$14.6M 3 0.08% Reduced
361
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$6.97M -$280K 5 0.05% Reduced
362
AT
Acadia Trust
Maine
$6.92M +$39.4K 1 2.1% Increased
363
Capital International
Capital International
California
$6.88M $0 1 0.49% Maintained
364
DIA
Dean Investment Associates
Ohio
$6.86M +$2.7M 2 1.28% Increased
365
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$6.78M -$242K 6 0.05% Reduced
366
SGA
Sector Gamma AS
Norway
$6.75M +$309K 1 1.18% Increased
367
ICM
Ionic Capital Management
New York
$6.64M +$6.53M 1 0.29% New
368
Barings
Barings
North Carolina
$6.6M -$180K 5 0.17% Reduced
369
Tredje AP-fonden
Tredje AP-fonden
Sweden
$6.58M +$1.6M 3 0.3% Increased
370
VDBMI
Van Den Berg Management I
Texas
$6.57M -$287K 1 0.81% Reduced
371
SLCM
Seven Locks Capital Management
New York
$6.56M +$6.46M 1 3.9% New
372
PCM
Portolan Capital Management
Massachusetts
$6.49M -$312K 1 0.89% Reduced
373
Moore Capital Management
Moore Capital Management
New York
$6.48M -$34.9M 1 0.22% Reduced
374
Truist Financial
Truist Financial
North Carolina
$6.42M +$558K 3 0.13% Increased
375
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
$6.39M -$1.44M 4 0.23% Reduced
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