← 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
526
Verition Fund Management
Verition Fund Management
Connecticut
$4.01M +$1.08M 8 0.25% Increased
527
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.98M +$38.4K 5 0.03% Increased
528
PGIM
Pacific Global Investment Management
California
$3.97M -$84.4K 3 0.87% Reduced
529
PC
Periscope Capital
Ontario, Canada
$3.96M +$4M 1 0.84% New
530
AC
Ascend Capital
California
$3.93M -$9.85M 1 0.19% Reduced
531
Mariner
Mariner
Kansas
$3.92M +$580K 3 0.11% Increased
532
CCFCSB
Cape Cod Five Cents Savings Bank
Massachusetts
$3.91M -$398K 1 0.61% Reduced
533
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$3.91M +$3.12M 2 0.03% Increased
534
Everett Harris & Co
Everett Harris & Co
California
$3.89M -$71K 1 0.11% Reduced
535
IndexIQ Advisors
IndexIQ Advisors
New York
$3.88M -$891K 2 0.12% Reduced
536
Swiss Life Asset Management
Swiss Life Asset Management
$3.86M -$7.17M 2 0.06% Reduced
537
RCM
Rockshelter Capital Management
Pennsylvania
$3.84M -$1.75M 1 1.23% Reduced
538
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$3.77M +$2.49M 1 0.03% Increased
539
TC
Telemus Capital
Michigan
$3.75M -$2.17M 1 0.29% Reduced
540
IAM
ICM Asset Management
Washington
$3.71M +$253K 1 3.2% Increased
541
FA
FDx Advisors
Illinois
$3.7M -$1.88M 6 0.13% Reduced
542
Empirical Finance
Empirical Finance
Pennsylvania
$3.68M +$3.6M 1 0.93% New
543
MA
Marshwinds Advisory
Georgia
$3.67M +$34.4K 3 1.74% Increased
544
KPCM
Kings Point Capital Management
New York
$3.65M +$3.78M 2 0.72% Increased
545
Bessemer Group
Bessemer Group
New Jersey
$3.65M -$2.14M 7 0.01% Reduced
546
CT
Coastline Trust
Rhode Island
$3.6M +$204K 2 0.54% Increased
547
LOAMS
Lombard Odier Asset Management (Switzerland)
Switzerland
$3.6M -$965K 2 0.38% Reduced
548
BCM
Bayesian Capital Management
New York
$3.6M +$319K 4 0.81% Increased
549
TCA
Taconic Capital Advisors
New York
$3.57M +$3.72M 1 0.22% New
550
RBF Capital
RBF Capital
California
$3.55M $0 1 0.42% Maintained