← 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
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$6.57M +$202K 3 0.07% Increased
377
FCMC
Founders Capital Management (Connecticut)
Connecticut
$6.37M +$38.5K 1 3.58% Increased
378
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$6.35M +$5.65M 3 0.27% Increased
379
Veritas Asset Management
Veritas Asset Management
United Kingdom
$6.32M +$5.89M 1 0.07% New
380
PP
Paloma Partners
Connecticut
$6.28M -$7.74M 4 0.07% Reduced
381
Sterling Capital Management
Sterling Capital Management
North Carolina
$6.27M -$2.05M 5 0.06% Reduced
382
Winton Group
Winton Group
United Kingdom
$6.24M -$35.2M 1 0.1% Reduced
383
Virtu KCG Holdings
Virtu KCG Holdings
New York
$6.23M +$933K 5 0.13% Increased
384
HAIM
Hunter Associates Investment Management
Pennsylvania
$6.22M -$29.2K 3 2.69% Reduced
385
SEI Investments
SEI Investments
Pennsylvania
$6.16M +$945K 7 0.04% Increased
386
Janus Henderson Group
Janus Henderson Group
$6.15M -$339K 4 0.05% Reduced
387
Voloridge Investment Management
Voloridge Investment Management
Florida
$6.11M -$31.6K 2 0.17% Reduced
388
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$6.07M -$8.74M 5 0.13% Reduced
389
ING Group
ING Group
Netherlands
$6.03M +$164K 2 0.08% Increased
390
AQR Arbitrage
AQR Arbitrage
Connecticut
$5.92M +$707K 1 0.06% Increased
391
PRCM
Pine River Capital Management
Minnesota
$5.89M +$3.49M 2 0.07% Increased
392
Bridgewater Associates
Bridgewater Associates
Connecticut
$5.87M +$2.14M 1 0.07% Increased
393
FVCM
F&V Capital Management
Florida
$5.86M -$121K 1 4.37% Reduced
394
Truist Financial
Truist Financial
North Carolina
$5.81M +$1.68M 3 0.12% Increased
395
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$5.8M +$529K 4 0.73% Increased
396
AAM
Auxier Asset Management
Oregon
$5.77M -$8.29K 2 1.32% Reduced
397
OA
Oak Associates
Ohio
$5.75M +$664K 2 0.69% Increased
398
ACP
Arrowgrass Capital Partners
United Kingdom
$5.75M +$5.67M 1 2.14% New
399
IRF
IBM Retirement Fund
New York
$5.74M -$21.1K 4 0.21% Reduced
400
EBIM
Eagle Boston Investment Management
Massachusetts
$5.69M -$1.58M 1 0.77% Reduced