Efectos de segundo orden de la obesidad
Los medicamentos para bajar de peso cambian la demanda mucho más allá del sector salud: en las botanas, el alcohol, las tallas de ropa, la diálisis y la cirugía bariátrica. Algunas empresas se benefician de este cambio y otras salen perdiendo; precisamente por eso vale la pena etiquetar este vínculo.
26 acciones
| # | Nombre | Posición | Valor operado |
Acciones del tema |
% del portafolio | Estado | |
|---|---|---|---|---|---|---|---|
| 101 |
BNP Paribas Asset Management
Paris,
France
| USD 76.5 M | -USD 2.54 M | 10 | 0.08% | Reducidas |
|
| 102 |
Giverny Capital
Montreal,
Quebec, Canada
| USD 75.5 M | +USD 32.7 M | 1 | 2.54% | Aumentadas |
|
| 103 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| USD 74.4 M | +USD 7.4 M | 17 | 0.01% | Aumentadas |
|
| 104 |
California State Teachers Retirement System (CalSTRS)
West Sacramento,
California
| USD 74.1 M | -USD 546 k | 15 | 0.07% | Reducidas |
|
| 105 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
| USD 73.2 M | +USD 26.8 M | 7 | 0.14% | Aumentadas |
|
| 106 |
Douglas Lane & Associates
New York
| USD 72.6 M | +USD 10.9 M | 1 | 0.99% | Aumentadas |
|
| 107 |
Aristotle Capital Management
Los Angeles,
California
| USD 71 M | +USD 60.5 M | 1 | 0.15% | Aumentadas |
|
| 108 |
Nomura Asset Management International
Philadelphia,
Pennsylvania
| USD 69.7 M | -USD 5.47 M | 4 | 0.1% | Reducidas |
|
| 109 |
Thompson Siegel & Walmsley
Richmond,
Virginia
| USD 69.5 M | -USD 3.78 M | 3 | 1.25% | Reducidas |
|
| 110 |
Credit Agricole
Montrouge Cedex,
France
| USD 69.2 M | +USD 11.7 M | 5 | 0.14% | Aumentadas |
|
| 111 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
| USD 68.2 M | +USD 103 k | 2 | 0.04% | Aumentadas |
|
| 112 |
Fiduciary Management Inc
Milwaukee,
Wisconsin
| USD 66.4 M | -USD 34.2 M | 1 | 0.94% | Reducidas |
|
| 113 |
Prudential Financial
Newark,
New Jersey
| USD 65.3 M | +USD 1.12 M | 14 | 0.07% | Aumentadas |
|
| 114 |
Public Sector Pension Investment Board (PSP Investments)
Montreal,
Quebec, Canada
| USD 65.3 M | +USD 16.2 M | 8 | 0.17% | Aumentadas |
|
| 115 |
Tandem Investment Advisors
Charleston,
South Carolina
| USD 64.3 M | -USD 22.2 M | 1 | 4.31% | Reducidas |
|
| 116 |
Holocene Advisors
New York
| USD 63.6 M | +USD 26.5 M | 4 | 0.14% | Aumentadas |
|
| 117 |
Welch & Forbes
Boston,
Massachusetts
| USD 62.8 M | -USD 907 k | 1 | 0.76% | Reducidas |
|
| 118 |
SEI Investments
Oaks,
Pennsylvania
| USD 62.7 M | -USD 71.2 k | 12 | 0.06% | Reducidas |
|
| 119 |
Todd Asset Management
Louisville,
Kentucky
| USD 62.5 M | -USD 13.6 M | 3 | 1.11% | Reducidas |
|
| 120 |
Tidal Investments
Milwaukee,
Wisconsin
| USD 61.7 M | -USD 693 k | 6 | 0.11% | Reducidas |
|
| 121 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
| USD 60.2 M | -USD 14.2 M | 10 | 0.03% | Reducidas |
|
| 122 |
Aviva
London,
United Kingdom
| USD 59.9 M | -USD 18 M | 4 | 0.09% | Reducidas |
|
| 123 |
Aberdeen Group
Edinburgh,
United Kingdom
| USD 59.8 M | -USD 9.13 M | 3 | 0.08% | Reducidas |
|
| 124 |
Tudor Investment Corp
Stamford,
Connecticut
| USD 59.2 M | +USD 8.68 M | 10 | 0.08% | Aumentadas |
|
| 125 |
AustralianSuper
Melbourne,
Australia
| USD 57.8 M | -USD 28.6 M | 1 | 0.25% | Reducidas |
|