← 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
Achmea Investment Management
Achmea Investment Management
Netherlands
$54.9M -$7.74M 3 0.9% Reduced
177
EP
Eversept Partners
New York
$54.6M +$3.5M 1 4.84% Increased
178
B
Braidwell
Connecticut
$54.4M +$10.6M 1 1.61% Increased
179
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$53.6M -$71.6M 7 0.07% Reduced
180
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$52.9M +$4.49M 1 1.05% Increased
181
Gotham Asset Management
Gotham Asset Management
New York
$52.7M +$3.01M 7 0.5% Increased
182
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$52.3M -$53.5M 17 0.01% Reduced
183
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$51.8M +$12.9M 6 0.36% Increased
184
Baupost Group
Baupost Group
Massachusetts
$50.8M +$18.4M 1 1.48% Increased
185
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$50.4M +$944K 3 0.94% Increased
186
CCM
Candlestick Capital Management
Connecticut
$50.1M +$38M 1 1.16% Increased
187
Kennedy Capital Management
Kennedy Capital Management
Missouri
$49.3M +$2.36M 3 1.09% Increased
188
Yacktman Asset Management
Yacktman Asset Management
Texas
$49.2M -$2.34M 1 0.58% Reduced
189
Cullen Capital Management
Cullen Capital Management
New York
$49M -$5.68M 1 0.57% Reduced
190
PineBridge Investments
PineBridge Investments
New York
$48.9M +$19.4M 3 0.37% Increased
191
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$48.1M -$344K 15 0.14% Reduced
192
Ninety One (UK)
Ninety One (UK)
United Kingdom
$47.6M +$13.4M 2 0.13% Increased
193
F1I
Fund 1 Investments
Puerto Rico
$47.3M +$6.87M 2 4.08% Increased
194
Vaughan David Investments
Vaughan David Investments
Illinois
$47.2M +$520K 1 1.12% Increased
195
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$46.4M +$2.54M 13 0.16% Increased
196
LPL Financial
LPL Financial
California
$45.1M +$6.17M 13 0.02% Increased
197
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$45.1M +$1.68M 4 0.88% Increased
198
Jefferies Financial Group
Jefferies Financial Group
New York
$45M -$4.45M 5 0.27% Reduced
199
Swedbank
Swedbank
Sweden
$44.7M +$4.84M 4 0.05% Increased
200
UMB Bank
UMB Bank
Missouri
$44.6M -$638K 13 0.7% Reduced