← 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
201
Truist Financial
Truist Financial
North Carolina
$40.5M +$849K 11 0.08% Increased
202
STRS Ohio
STRS Ohio
Ohio
$40.4M -$14.9M 9 0.16% Reduced
203
RSCM
Rock Springs Capital Management
Maryland
$40.1M -$3.7M 1 0.85% Reduced
204
TCP
ThornTree Capital Partners
Massachusetts
$39.6M -$2.56M 1 4.94% Reduced
205
Aberdeen Group
Aberdeen Group
United Kingdom
$39.3M -$14.1M 5 0.1% Reduced
206
ProShare Advisors
ProShare Advisors
Maryland
$38.9M +$4.99M 12 0.14% Increased
207
Maven Securities
Maven Securities
Jersey
$38.8M +$22.2M 2 3.83% Increased
208
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$38.4M -$4.97M 2 1.34% Reduced
209
GIP
Granite Investment Partners
California
$38.3M -$6.43M 2 1.34% Reduced
210
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$38.1M -$3.13M 6 0.29% Reduced
211
ACM
Atika Capital Management
New York
$37.6M -$9.48M 1 2.95% Reduced
212
PGGM Investments
PGGM Investments
Netherlands
$37.6M +$3.14M 2 0.17% Increased
213
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$37.6M +$3.59M 3 0.42% Increased
214
TD Asset Management
TD Asset Management
Ontario, Canada
$37.5M -$3.43M 7 0.05% Reduced
215
Axa
Axa
France
$37.2M +$3.43M 5 0.12% Increased
216
AIG
American International Group
New York
$37.2M -$1.61M 13 0.14% Reduced
217
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$36.8M -$7.26M 3 0.78% Reduced
218
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$36.4M -$380K 13 0.04% Reduced
219
PVI
Pura Vida Investments
New York
$35.8M -$11.3M 1 1.3% Reduced
220
Stifel Financial
Stifel Financial
Missouri
$35.6M +$3.37M 10 0.06% Increased
221
TCM
Tekla Capital Management
Massachusetts
$35.3M +$13.9M 2 1.24% Increased
222
Snyder Capital Management
Snyder Capital Management
California
$34.9M +$8.88M 1 1.14% Increased
223
ClearBridge Investments
ClearBridge Investments
New York
$34.5M -$42.1M 3 0.03% Reduced
224
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$34.5M -$415K 5 0.23% Reduced
225
Emerald Advisers
Emerald Advisers
Pennsylvania
$33.9M -$4.61M 3 1.12% Reduced
7 8
9
10 11