← 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
226
Meyer Handelman Company
Meyer Handelman Company
New York
$17.9M +$1.08M 2 0.95% Increased
227
SAM
Shell Asset Management
Netherlands
$17.6M -$676K 4 0.32% Reduced
228
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$17.4M -$3.15M 3 0.05% Reduced
229
LSV Asset Management
LSV Asset Management
Illinois
$17.3M +$601K 2 0.04% Increased
230
Arizona State Retirement System
Arizona State Retirement System
Arizona
$17.1M +$245K 6 0.22% Increased
231
CIP
Champlain Investment Partners
Vermont
$17.1M -$21.3K 1 0.32% Reduced
232
Welch & Forbes
Welch & Forbes
Massachusetts
$17M +$46.7K 1 0.57% Increased
233
1832 Asset Management
1832 Asset Management
Ontario, Canada
$16.9M +$4.43M 1 0.08% Increased
234
TI
Turner Investments
Pennsylvania
$16.9M -$23.6M 3 0.28% Reduced
235
Bridgewater Associates
Bridgewater Associates
Connecticut
$16.9M +$16.2M 2 0.14% Increased
236
William Blair & Company
William Blair & Company
Illinois
$16.9M -$704K 3 0.03% Reduced
237
Edge Asset Management
Edge Asset Management
Washington
$16.8M -$173K 2 0.2% Reduced
238
HSA
Hussman Strategic Advisors
Maryland
$16.6M -$1.82M 1 0.91% Reduced
239
PIM
Provident Investment Management
Michigan
$16.5M +$15.2M 1 4.5% New
240
Chevy Chase Trust
Chevy Chase Trust
Maryland
$16.3M +$365K 2 0.13% Increased
241
SIM
Sadoff Investment Management
Wisconsin
$16.2M +$65.9K 1 2.66% Increased
242
RG
Renaissance Group
Kentucky
$16M -$760K 1 0.68% Reduced
243
SONJCPFA
State of New Jersey Common Pension Fund A
New Jersey
$16M $0 3 0.08% Maintained
244
SFM
Systematic Financial Management
New Jersey
$15.9M +$13.2M 2 0.13% Increased
245
IRF
IBM Retirement Fund
New York
$15.7M -$2.22M 5 0.21% Reduced
246
PIA
Piedmont Investment Advisors
North Carolina
$15.6M +$12M 1 0.82% Increased
247
WMC
Westwood Management Corporation
Illinois
$15.4M -$1.99M 1 2.93% Reduced
248
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$15M -$1.82M 4 0.13% Reduced
249
BCA
Bernzott Capital Advisors
California
$14.8M +$3.29M 1 3.74% Increased
250
Janus Henderson Group
Janus Henderson Group
$14.7M -$8.53M 4 0.16% Reduced