← 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
176
GGHC
Gilder Gagnon Howe & Co
New York
$37.8M +$14.4M 1 0.39% Increased
177
Squarepoint
Squarepoint
New York
$37.6M -$14M 10 0.22% Reduced
178
LOAMU
Lombard Odier Asset Management (USA)
New York
$37.5M +$28.8M 2 3.35% Increased
179
Artemis Investment Management
Artemis Investment Management
United Kingdom
$37.3M -$465K 1 0.47% Reduced
180
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$36.4M +$9.96M 10 0.01% Increased
181
Truist Financial
Truist Financial
North Carolina
$36.4M +$27M 7 0.07% Increased
182
EP
Edgestream Partners
New Jersey
$36.2M +$7.67M 4 1.88% Increased
183
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$36M +$7.62M 9 0.31% Increased
184
HIM
HGC Investment Management
Ontario, Canada
$35.8M +$7.43M 1 6.15% Increased
185
Voloridge Investment Management
Voloridge Investment Management
Florida
$35.3M +$19.1M 5 0.69% Increased
186
PR
Payden & Rygel
California
$35.2M +$29.8M 1 2.2% New
187
Emerald Advisers
Emerald Advisers
Pennsylvania
$34.8M +$32M 1 1.47% New
188
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$34.6M -$204K 1 1.05% Reduced
189
Asset Management One
Asset Management One
Japan
$34.4M +$50.3K 4 0.16% Increased
190
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$34.2M -$504K 1 1.35% Reduced
191
Meyer Handelman Company
Meyer Handelman Company
New York
$34M +$28.8K 3 1.63% Increased
192
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$33.8M -$753K 8 0.18% Reduced
193
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$33.5M +$30.8M 1 1.37% New
194
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$33.4M +$6.66M 3 0.06% Increased
195
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$33.2M +$10.9M 3 0.59% Increased
196
Natixis Advisors
Natixis Advisors
Massachusetts
$32.9M +$2.69M 4 0.23% Increased
197
Gotham Asset Management
Gotham Asset Management
New York
$32.4M +$1M 5 0.59% Increased
198
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$32M -$603K 11 0.03% Reduced
199
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$31.7M -$2.86M 3 0.49% Reduced
200
US Bancorp
US Bancorp
Minnesota
$31.4M -$2.08M 12 0.08% Reduced