← 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
451
FVCM
F&V Capital Management
Florida
$9.99M +$119K 1 2.94% Increased
452
Addenda Capital
Addenda Capital
Quebec, Canada
$9.95M +$295K 1 0.38% Increased
453
Bessemer Group
Bessemer Group
New Jersey
$9.91M +$3.85M 13 0.02% Increased
454
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$9.83M +$1M 6 0.04% Increased
455
PointState Capital
PointState Capital
New York
$9.82M -$121M 1 0.17% Reduced
456
ACM
Arvin Capital Management
Texas
$9.78M -$6.57M 1 3.66% Reduced
457
AP
AlpInvest Partners
Netherlands
$9.63M -$4.55M 1 3.76% Reduced
458
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$9.55M -$12.1M 4 0.03% Reduced
459
Robeco Schweiz
Robeco Schweiz
Switzerland
$9.48M -$2.29M 1 0.17% Reduced
460
Quantinno Capital Management
Quantinno Capital Management
New York
$9.48M +$2.47M 6 0.21% Increased
461
AAP
Ardsley Advisory Partners
Connecticut
$9.44M -$569K 1 1.36% Reduced
462
Hantz Financial Services
Hantz Financial Services
Michigan
$9.44M -$426K 5 0.18% Reduced
463
CAM
Centre Asset Management
New York
$9.38M -$462K 1 2.24% Reduced
464
VanEck Associates
VanEck Associates
New York
$9.29M +$985K 7 0.01% Increased
465
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$9.26M -$1.9M 5 0.04% Reduced
466
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$9.18M -$3.29M 11 0.18% Reduced
467
CM
Crestline Management
Texas
$9.08M +$8.85M 3 0.8% New
468
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$9.07M -$135K 11 0.18% Reduced
469
RPAM
Rhenman & Partners Asset Management
Sweden
$9.02M +$4.7M 1 0.86% Increased
470
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$8.97M +$1.71M 7 0.1% Increased
471
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management
California
$8.93M -$130K 8 0.19% Reduced
472
KFO
Kopp Family Office
Minnesota
$8.82M +$1.53M 1 5.04% Increased
473
LCK
LeRoy C. Kopp
$8.82M +$8.05M 1 5.04% New
474
HI
Hendershot Investments
Virginia
$8.78M +$44.9K 1 1.25% Increased
475
National Philanthropic Trust
National Philanthropic Trust
Pennsylvania
$8.69M +$2.04K 1 0.19% Increased