← 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
401
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$11.8M +$5.4M 4 0.56% Increased
402
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$11.7M +$1.84M 4 0.09% Increased
403
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$11.7M -$2.17M 8 0.03% Reduced
404
Soleus Capital Management
Soleus Capital Management
Connecticut
$11.6M -$10.8M 1 1.67% Reduced
405
HAIM
Hunter Associates Investment Management
Pennsylvania
$11.6M -$30.6K 2 2.8% Reduced
406
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
$11.6M +$6.35M 4 0.17% Increased
407
Utah Retirement Systems
Utah Retirement Systems
Utah
$11.6M -$101K 4 0.18% Reduced
408
DnB Asset Management
DnB Asset Management
Norway
$11.6M +$2.17M 4 0.08% Increased
409
ZCM
Ziegler Capital Management
Illinois
$11.5M -$255K 4 0.48% Reduced
410
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$11.5M +$100K 8 0.47% Increased
411
STCG
Speece Thorson Capital Group
Minnesota
$11.4M $0 1 2.44% Maintained
412
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$11.3M +$2.42M 4 0.2% Increased
413
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$11.3M -$24.1M 13 0.12% Reduced
414
Quantbot Technologies
Quantbot Technologies
New York
$11.2M +$77.3K 10 0.81% Increased
415
LP
Lexington Partners
New York
$11.2M $0 1 6.23% Maintained
416
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$11M -$6.48M 10 0.04% Reduced
417
NAM
NorthCrest Asset Manangement
Minnesota
$10.8M -$416K 2 0.62% Reduced
418
Hantz Financial Services
Hantz Financial Services
Michigan
$10.8M -$1.31M 5 0.33% Reduced
419
DTL
Dynamic Technology Lab
Singapore
$10.6M +$4.83M 7 1.06% Increased
420
SCM
Stormborn Capital Management
Connecticut
$10.5M -$3.37M 1 3.97% Reduced
421
2L
22NW LP
Washington
$10.3M $0 1 5.58% Maintained
422
RC
Riposte Capital
New York
$10.2M +$10.5M 2 2.88% New
423
Commerce Bank
Commerce Bank
Missouri
$10.2M -$203K 6 0.08% Reduced
424
OQS
Occudo Quantitative Strategies
Florida
$10.1M +$6.23M 10 1.18% Increased
425
AP
AlpInvest Partners
Netherlands
$10M $0 1 2.72% Maintained