← 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
C WorldWide Group
C WorldWide Group
Denmark
$16.9M +$10.7M 1 0.23% Increased
352
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$16.8M +$10.6M 7 0.08% Increased
353
Alyeska Investment Group
Alyeska Investment Group
Illinois
$16.8M -$66.5M 1 0.15% Reduced
354
Illinois Municipal Retirement Fund
Illinois Municipal Retirement Fund
Illinois
$16.8M -$559K 5 0.36% Reduced
355
ITP
Iron Triangle Partners
Connecticut
$16.4M -$2.53M 1 2.36% Reduced
356
PR
Payden & Rygel
California
$16.4M +$16.1M 1 0.97% New
357
Putnam Investments
Putnam Investments
Massachusetts
$16.3M -$1.73M 5 0.03% Reduced
358
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$16.3M +$701K 4 0.22% Increased
359
MFWM
Motley Fool Wealth Management
Virginia
$16M -$285K 1 1% Reduced
360
ClearBridge Investments
ClearBridge Investments
New York
$16M +$464K 2 0.02% Increased
361
TCM
Tekla Capital Management
Massachusetts
$16M +$2.71M 1 0.61% Increased
362
MFAM
Motley Fool Asset Management
Virginia
$15.6M -$523K 1 1.72% Reduced
363
DnB Asset Management
DnB Asset Management
Norway
$15.6M +$3.28M 4 0.1% Increased
364
Engineers Gate Manager
Engineers Gate Manager
New York
$15.5M +$2.85M 10 0.65% Increased
365
Davenport & Co
Davenport & Co
Virginia
$15.4M +$1M 3 0.12% Increased
366
Castleark Management
Castleark Management
Illinois
$15.4M +$1.6M 2 0.76% Increased
367
Azimuth Capital Investment Management
Azimuth Capital Investment Management
Michigan
$15.3M -$112K 3 0.75% Reduced
368
Mariner
Mariner
Kansas
$15.1M +$1.53M 12 0.04% Increased
369
AP
AlpInvest Partners
Netherlands
$15.1M $0 1 3.99% Maintained
370
Brookfield Corp
Brookfield Corp
Ontario, Canada
$15M +$4.55M 4 0.06% Increased
371
LCM
Landscape Capital Management
New Jersey
$15M +$10.4M 6 2.05% Increased
372
M&T Bank
M&T Bank
New York
$15M -$965K 7 0.06% Reduced
373
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$14.8M +$9.76K 3 0.01% Increased
374
Trexquant Investment
Trexquant Investment
Connecticut
$14.7M -$2.58M 9 0.4% Reduced
375
USS Investment Management
USS Investment Management
United Kingdom
$14.6M +$523K 3 0.2% Increased