← 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
WBC
Westpac Banking Corp
Australia
$19.6M +$7.72M 3 0.22% Increased
227
Laurion Capital Management
Laurion Capital Management
New York
$19.6M -$10.6M 2 0.31% Reduced
228
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$19.6M +$15.6M 4 0.22% Increased
229
PTC
Philadelphia Trust Company
Pennsylvania
$19.6M +$1.35M 1 1.69% Increased
230
CIM
Calvert Investment Management
Maryland
$19.6M +$14.8M 5 0.79% Increased
231
FTCM
Fir Tree Capital Management
New York
$19.4M $0 1 0.79% Maintained
232
Arizona State Retirement System
Arizona State Retirement System
Arizona
$19.3M -$298K 5 0.27% Reduced
233
Asset Management One
Asset Management One
Japan
$19.2M -$895K 4 0.29% Reduced
234
William Blair & Company
William Blair & Company
Illinois
$19M -$902K 5 0.18% Reduced
235
NIM
Nexus Investment Management
Ontario, Canada
$18.8M +$214K 1 3.59% Increased
236
Suntrust Banks
Suntrust Banks
Georgia
$18.3M -$2.64M 4 0.11% Reduced
237
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$18.2M -$601K 8 0.12% Reduced
238
Welch & Forbes
Welch & Forbes
Massachusetts
$18.2M +$177K 1 0.55% Increased
239
Nuveen
Nuveen
North Carolina
$18M -$632K 6 0.11% Reduced
240
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$17.8M +$452K 6 0.24% Increased
241
Jupiter Investment Management
Jupiter Investment Management
United Kingdom
$17.6M -$642K 1 0.33% Reduced
242
Advisors Asset Management
Advisors Asset Management
Colorado
$17.4M +$1.6M 5 0.28% Increased
243
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$17M +$525K 6 0.11% Increased
244
Engineers Gate Manager
Engineers Gate Manager
New York
$17M +$4.9M 4 1.22% Increased
245
Pzena Investment Management
Pzena Investment Management
New York
$16.8M +$1.09K 1 0.11% Increased
246
Aristeia Capital
Aristeia Capital
Connecticut
$16.7M -$3.96M 1 1.34% Reduced
247
HA
Halsey Associates
Connecticut
$16.6M +$3.24K 1 3.7% Increased
248
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$16.6M +$16.7M 2 1.21% Increased
249
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$16.4M +$102K 5 0.13% Increased
250
SCM
Stevens Capital Management
Pennsylvania
$16M -$827K 3 0.64% Reduced
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