← 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
MFWM
Motley Fool Wealth Management
Virginia
$21.1M +$472K 1 1.61% Increased
227
Magnetar Financial
Magnetar Financial
Illinois
$21.1M +$15.6M 2 0.52% Increased
228
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$21.1M -$5.38M 4 0.23% Reduced
229
Nordea Investment Management
Nordea Investment Management
Sweden
$21M +$18.4M 6 0.05% Increased
230
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$21M +$4.92M 10 0.21% Increased
231
Royal London Asset Management
Royal London Asset Management
United Kingdom
$21M -$6.09M 5 0.18% Reduced
232
Rockefeller Capital Management
Rockefeller Capital Management
New York
$20.9M -$403K 4 0.37% Reduced
233
Highbridge Capital Management
Highbridge Capital Management
New York
$20.5M -$150K 2 0.61% Reduced
234
PineBridge Investments
PineBridge Investments
New York
$20.5M +$641K 4 0.46% Increased
235
Quantbot Technologies
Quantbot Technologies
New York
$20.5M +$13.3M 6 2.01% Increased
236
ACB
Aristotle Capital Boston
Massachusetts
$20.2M +$1.78M 1 1.65% Increased
237
Jefferies Group
Jefferies Group
New York
$19.7M +$14.1M 7 0.16% Increased
238
1WCM
12 West Capital Management
New York
$19.4M -$60M 1 2% Reduced
239
MSR
Main Street Research
Connecticut
$19M +$243K 1 7.4% Increased
240
HA
Halsey Associates
Connecticut
$19M +$719K 1 3.58% Increased
241
Aviva
Aviva
United Kingdom
$18.8M -$4.66M 5 0.14% Reduced
242
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$18.8M +$2.31M 6 0.25% Increased
243
SEC
Seven Eight Capital
New York
$18.7M +$17.8M 2 1.05% Increased
244
H
Hexavest
Quebec, Canada
$18.7M +$28.3M 1 0.27% New
245
ACI
AMP Capital Investors
Australia
$18.6M +$642K 5 0.12% Increased
246
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$18.6M +$14.7M 9 0.26% Increased
247
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$18.6M -$6.14M 5 0.12% Reduced
248
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$18.5M -$157K 8 0.57% Reduced
249
Gotham Asset Management
Gotham Asset Management
New York
$18.4M -$38.1M 4 0.29% Reduced
250
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$18.4M +$8.42M 5 0.09% Increased
8 9
10
11 12