← 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
Emerald Advisers
Emerald Advisers
Pennsylvania
$13.4M -$1.76M 2 0.58% Reduced
377
Group One Trading
Group One Trading
Illinois
$13.4M +$8.18M 10 0.04% Increased
378
Empowered Funds
Empowered Funds
Pennsylvania
$13.4M +$4.98M 6 0.34% Increased
379
NHAS
Novo Holdings A/S
Denmark
$13.3M +$895K 1 0.82% Increased
380
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
$13.3M +$6.62M 22 0.16% Increased
381
Pathstone Holdings
Pathstone Holdings
New Jersey
$13.2M +$11.8M 9 0.07% New
382
Cresset Asset Management
Cresset Asset Management
Illinois
$13.2M +$6.54M 7 0.08% Increased
383
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$13.1M +$340K 1 0.14% Increased
384
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$13.1M +$190K 4 0.08% Increased
385
Becker Capital Management
Becker Capital Management
Oregon
$13M -$527K 1 0.47% Reduced
386
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$12.9M -$529K 5 0.16% Reduced
387
RTW Investments
RTW Investments
New York
$12.9M $0 1 0.2% Maintained
388
LOAMS
Lombard Odier Asset Management (Switzerland)
Switzerland
$12.9M -$26.4K 1 1.73% Reduced
389
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$12.9M -$557K 9 0.02% Reduced
390
XC
XY Capital
Hong Kong
$12.8M -$2.59M 1 7.49% Reduced
391
IFM Investors
IFM Investors
Australia
$12.8M -$573K 4 0.16% Reduced
392
New York Life Investment Management
New York Life Investment Management
New York
$12.7M -$1.77M 7 0.13% Reduced
393
ZDA
Zweig-DiMenna Associates
New York
$12.5M +$2.98M 1 1.41% Increased
394
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$12.4M -$23.3M 10 0.09% Reduced
395
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$12.4M +$144K 8 0.17% Increased
396
Integral Health Asset Management
Integral Health Asset Management
New York
$12.2M -$10.1M 1 1.66% Reduced
397
Azimuth Capital Investment Management
Azimuth Capital Investment Management
Michigan
$12.2M +$35.6K 3 0.55% Increased
398
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$12.1M -$3.16M 2 0.21% Reduced
399
DnB Asset Management
DnB Asset Management
Norway
$12.1M -$2.76M 4 0.06% Reduced
400
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$12M -$1.86M 1 0.36% Reduced
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