← 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
501
Evelyn Partners Investment Management
Evelyn Partners Investment Management
$6.33M +$6.2M 3 0.18% Increased
502
Simplex Trading
Simplex Trading
Illinois
$6.32M +$3.81M 8 0% Increased
503
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$6.3M -$11.9M 6 0.02% Reduced
504
Rakuten Investment Management
Rakuten Investment Management
Japan
$6.28M -$15M 4 0.02% Reduced
505
Elo Mutual Pension Insurance
Elo Mutual Pension Insurance
Finland
$6.28M -$2M 2 0.1% Reduced
506
AFM
Anson Funds Management
Texas
$6.25M +$2.35M 1 0.59% Increased
507
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$6.23M +$429K 1 0.03% Increased
508
XC
XY Capital
Hong Kong
$6.21M +$5.65M 2 3.91% Increased
509
NIM
Nicollet Investment Management
Minnesota
$6.18M +$23.5K 1 1.96% Increased
510
ASR Vermogensbeheer
ASR Vermogensbeheer
Netherlands
$6.18M +$345K 2 0.07% Increased
511
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$6.08M +$2.78M 1 0.03% Increased
512
CB
Cadence Bank
Mississippi
$6.05M -$6.43M 1 0.35% Reduced
513
Boothbay Fund Management
Boothbay Fund Management
New York
$6.04M -$612K 6 0.09% Reduced
514
AA
ABC Arbitrage
France
$5.95M +$5.71M 1 0.56% Increased
515
AQR Arbitrage
AQR Arbitrage
Connecticut
$5.95M +$5.88M 1 0.13% New
516
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$5.92M -$125K 9 0.1% Reduced
517
BBA
Baader Bank Aktiengesellschaft
Germany
$5.88M +$3.56M 2 0.4% Increased
518
Lido Advisors
Lido Advisors
California
$5.83M +$40K 4 0.02% Increased
519
NEOS Investment Management
NEOS Investment Management
Connecticut
$5.76M +$1.01M 3 0.03% Increased
520
LI
Leeward Investments
Massachusetts
$5.66M -$461K 1 0.29% Reduced
521
Jones Financial Companies
Jones Financial Companies
Missouri
$5.6M +$2.02M 17 0% Increased
522
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$5.59M +$1.64M 4 0.03% Increased
523
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$5.59M +$35.3K 1 0.01% Increased
524
LBP AM
LBP AM
France
$5.57M +$4.64M 1 0.06% Increased
525
Saba Capital Management
Saba Capital Management
New York
$5.57M +$3.47M 3 0.17% Increased