← 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
KLP Kapitalforvaltning
KLP Kapitalforvaltning
Norway
$35.4M +$854K 12 0.14% Increased
177
WAM
Wilsey Asset Management
California
$35.3M +$807K 1 5.54% Increased
178
B
Braidwell
Connecticut
$34.9M +$9.57M 1 1.17% Increased
179
SEB Asset Management
SEB Asset Management
$34.4M +$38.1M 3 0.15% New
180
Holocene Advisors
Holocene Advisors
New York
$34.3M +$34.8M 3 0.08% Increased
181
First Pacific Advisors
First Pacific Advisors
California
$33.7M +$9.03M 1 0.47% Increased
182
Milford Funds
Milford Funds
$33.7M +$7.97M 1 0.71% Increased
183
Aware Super
Aware Super
Australia
$33.6M +$37.3M 1 0.51% New
184
Stifel Financial
Stifel Financial
Missouri
$33.5M +$4.06M 9 0.03% Increased
185
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$33.3M +$5.84M 2 0.74% Increased
186
Kennedy Capital Management
Kennedy Capital Management
Missouri
$33.2M +$2.34M 2 0.7% Increased
187
Creative Planning
Creative Planning
Kansas
$33.1M +$5.56M 14 0.02% Increased
188
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$32.5M -$5.85M 6 0.04% Reduced
189
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$31.7M -$21.6M 4 0.12% Reduced
190
Bridgewater Associates
Bridgewater Associates
Connecticut
$30.9M +$13.5M 7 0.14% Increased
191
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft
Germany
$30.6M -$5.33M 9 0.05% Reduced
192
CCM
Coliseum Capital Management
Connecticut
$29.9M $0 1 2.45% Maintained
193
Soleus Capital Management
Soleus Capital Management
Connecticut
$29.7M +$19.4M 1 1.2% Increased
194
Norinchukin Bank
Norinchukin Bank
Japan
$29.4M +$1.1M 3 0.34% Increased
195
KeyBank National Association
KeyBank National Association
Ohio
$29.3M -$21.6M 5 0.11% Reduced
196
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$29.3M -$768K 19 0.02% Reduced
197
Walleye Capital
Walleye Capital
New York
$28.7M +$23.8M 10 0.12% Increased
198
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$28.5M -$5.09M 4 0.07% Reduced
199
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
$28.4M +$6.28M 14 0.04% Increased
200
QC
Quantedge Capital
Singapore
$28.3M -$5.36M 1 15.47% Reduced