← 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
M&G plc
M&G plc
United Kingdom
$15.9M +$15.2M 3 0.06% New
352
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$15.8M +$352K 12 0.03% Increased
353
Emerald Advisers
Emerald Advisers
Pennsylvania
$15.7M +$376K 2 0.63% Increased
354
VWM
Valley Wealth Managers
New Jersey
$15.6M +$281K 1 1.18% Increased
355
UniSuper Management
UniSuper Management
Australia
$15.6M +$3.62M 5 0.15% Increased
356
Zacks Investment Management
Zacks Investment Management
Illinois
$15.5M +$5.69M 4 0.17% Increased
357
Tredje AP-fonden
Tredje AP-fonden
Sweden
$15.4M -$3.52M 5 0.16% Reduced
358
Samlyn Capital
Samlyn Capital
New York
$15.4M +$13.5M 1 0.26% New
359
ProShare Advisors
ProShare Advisors
Maryland
$15.4M +$92.1K 12 0.04% Increased
360
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$15.3M +$4.81M 13 0.48% Increased
361
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$15.2M -$25.8M 13 0.02% Reduced
362
AustralianSuper
AustralianSuper
Australia
$15.2M +$5.6M 2 0.09% Increased
363
STCG
Speece Thorson Capital Group
Minnesota
$15M -$2.44M 1 2.9% Reduced
364
Wealthfront Advisers
Wealthfront Advisers
California
$14.8M +$393K 4 0.05% Increased
365
WHCM
Wolf Hill Capital Management
Connecticut
$14.7M -$349K 1 0.65% Reduced
366
Epoch Investment Partners
Epoch Investment Partners
New York
$14.7M +$2.52M 1 0.07% Increased
367
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$14.6M -$334K 2 0.2% Reduced
368
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$14.5M +$1.11M 10 0.02% Increased
369
AlTi Global
AlTi Global
New York
$14.4M +$6.16M 2 0.4% Increased
370
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$14.4M +$129K 5 0.16% Increased
371
SAM
Synergy Asset Management
Washington
$14.4M +$616K 1 2.45% Increased
372
CM
Cercano Management
Washington
$14.4M +$392K 1 0.4% Increased
373
Huntington National Bank
Huntington National Bank
Ohio
$14.3M +$12.8M 16 0.11% Increased
374
ORI
Oak Ridge Investments
Illinois
$14.2M +$3.64M 2 1.44% Increased
375
NHAS
Novo Holdings A/S
Denmark
$14.1M $0 1 0.97% Maintained
13 14
15
16 17