← 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
ClearBridge Investments
ClearBridge Investments
New York
$13.1M +$615K 3 0.01% Increased
377
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$13.1M -$4.59M 2 0.29% Reduced
378
Mutual of America Capital Management
Mutual of America Capital Management
New York
$13M -$2.8M 10 0.16% Reduced
379
Railway Pension Investments
Railway Pension Investments
United Kingdom
$13M -$9.33M 2 0.14% Reduced
380
Emerald Advisers
Emerald Advisers
Pennsylvania
$13M +$2.08M 2 0.63% Increased
381
Acadian Asset Management
Acadian Asset Management
Massachusetts
$12.9M -$38.3M 6 0.05% Reduced
382
New York Life Investment Management
New York Life Investment Management
New York
$12.9M +$286K 7 0.14% Increased
383
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$12.9M +$1.93M 2 0.01% Increased
384
Old Mission Capital
Old Mission Capital
Illinois
$12.7M +$3.12M 1 0.28% Increased
385
USS Investment Management
USS Investment Management
United Kingdom
$12.7M -$503K 3 0.14% Reduced
386
Davenport & Co
Davenport & Co
Virginia
$12.5M -$152K 4 0.09% Reduced
387
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$12.4M +$2.5M 1 0.15% Increased
388
Mariner
Mariner
Kansas
$12.3M -$149K 12 0.03% Reduced
389
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.3M -$200K 8 0.13% Reduced
390
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$12.3M -$6.06M 9 0.02% Reduced
391
PineBridge Investments
PineBridge Investments
New York
$12.1M +$8.61M 4 0.13% Increased
392
AP
AlpInvest Partners
Netherlands
$12.1M $0 1 3.19% Maintained
393
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$12.1M +$771K 4 0.16% Increased
394
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$12M +$415K 1 0.36% Increased
395
ZDA
Zweig-DiMenna Associates
New York
$12M +$138K 1 1.42% Increased
396
IFM Investors
IFM Investors
Australia
$11.9M +$1.04M 4 0.16% Increased
397
NHAS
Novo Holdings A/S
Denmark
$11.9M +$6.94M 1 0.88% Increased
398
PEAK6 Investments
PEAK6 Investments
Illinois
$11.9M +$11.4M 10 0.05% Increased
399
Becker Capital Management
Becker Capital Management
Oregon
$11.6M -$8.63M 1 0.46% Reduced
400
FC
FORA Capital
Florida
$11.5M +$11.7M 6 1.01% Increased