← 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
PAI
Pittenger & Anderson Inc
Nebraska
$15.2M +$813K 3 0.75% Increased
352
Holocene Advisors
Holocene Advisors
New York
$15M -$4.92M 9 0.08% Reduced
353
Mutual of America Capital Management
Mutual of America Capital Management
New York
$15M -$541K 10 0.16% Reduced
354
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$14.6M +$13.8M 2 0.21% Increased
355
Glenview Capital Management
Glenview Capital Management
New York
$14.6M -$45.3M 1 0.3% Reduced
356
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$14.6M +$6.05M 8 0.12% Increased
357
AP
AlpInvest Partners
Netherlands
$14.4M $0 1 4.62% Maintained
358
CCM
Cinctive Capital Management
New York
$14.4M +$7.11M 2 0.53% Increased
359
Första AP-fonden
Första AP-fonden
Sweden
$14.4M +$2.54M 3 0.16% Increased
360
Congress Wealth Management
Congress Wealth Management
Massachusetts
$14.3M +$374K 1 0.31% Increased
361
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$14.2M -$761K 3 0.14% Reduced
362
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$14.1M +$1.13M 6 0.33% Increased
363
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$13.9M +$481K 7 0.21% Increased
364
Banco Santander
Banco Santander
Spain
$13.6M +$2.49M 1 0.15% Increased
365
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
$13.5M +$4.49M 20 0.13% Increased
366
NAM
NorthCrest Asset Manangement
Minnesota
$13.5M +$402K 2 0.64% Increased
367
Algert Global
Algert Global
California
$13.3M +$9.25M 8 0.87% Increased
368
SAM
Sectoral Asset Management
Quebec, Canada
$13.3M $0 1 2.35% Maintained
369
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$13.2M +$3.52M 7 0.19% Increased
370
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$13.2M -$9.65M 2 0.17% Reduced
371
Swiss Life Asset Management
Swiss Life Asset Management
$13M -$952K 2 0.18% Reduced
372
Brookfield Corp
Brookfield Corp
Ontario, Canada
$13M +$8.81M 4 0.05% Increased
373
DF Dent & Co
DF Dent & Co
Maryland
$13M +$6.79M 1 0.15% Increased
374
Axiom Investors
Axiom Investors
Connecticut
$12.9M +$5.17M 2 0.31% Increased
375
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Illinois
$12.8M -$7.82M 1 1.42% Reduced
13 14
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