← 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
376
PHS
Pekin Hardy Strauss
Illinois
$8.98M +$2.2M 3 0.79% Increased
377
Yousif Capital Management
Yousif Capital Management
Michigan
$8.97M +$84.6K 6 0.1% Increased
378
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$8.96M -$47M 1 0.1% Reduced
379
GIA
GHP Investment Advisors
Colorado
$8.96M +$88.2K 6 0.33% Increased
380
Panagora Asset Management
Panagora Asset Management
Massachusetts
$8.66M +$616K 4 0.03% Increased
381
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$8.57M +$1.72M 7 0.13% Increased
382
Graham Capital Management
Graham Capital Management
Connecticut
$8.4M +$2.95M 10 0.15% Increased
383
Illinois Municipal Retirement Fund
Illinois Municipal Retirement Fund
Illinois
$8.38M +$2.96M 5 0.09% Increased
384
Lazard Asset Management
Lazard Asset Management
New York
$8.37M -$14.5M 7 0.01% Reduced
385
Resona Asset Management
Resona Asset Management
Japan
$8.35M -$553K 2 0.04% Reduced
386
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$8.34M -$13.8M 10 0.05% Reduced
387
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$8.24M -$1.03M 5 0.01% Reduced
388
Mutual of America Capital Management
Mutual of America Capital Management
New York
$8.23M -$710K 5 0.08% Reduced
389
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$8.22M -$2.92M 1 0.06% Reduced
390
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$8.2M -$17M 6 0.05% Reduced
391
KeyBank National Association
KeyBank National Association
Ohio
$8.15M -$18.7M 5 0.03% Reduced
392
ABN AMRO Bank
ABN AMRO Bank
Netherlands
$8.07M -$347K 1 0.1% Reduced
393
ROC
Running Oak Capital
Minnesota
$8.05M -$3.42M 1 1.37% Reduced
394
HAIM
Hunter Associates Investment Management
Pennsylvania
$7.96M -$131K 1 0.92% Reduced
395
DIA
Davidson Investment Advisors
Montana
$7.9M -$1.58M 1 0.32% Reduced
396
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$7.88M +$501K 7 0.09% Increased
397
ProShare Advisors
ProShare Advisors
Maryland
$7.87M -$7.87M 7 0.01% Reduced
398
Daiwa Securities Group
Daiwa Securities Group
Japan
$7.8M -$328K 2 0.02% Reduced
399
GAMCO Investors
GAMCO Investors
Connecticut
$7.78M -$434K 5 0.07% Reduced
400
Adage Capital Partners
Adage Capital Partners
Massachusetts
$7.78M -$3.09M 3 0.01% Reduced