← 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
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$21.1M +$98.1K 8 0.37% Increased
227
Comerica Bank
Comerica Bank
Texas
$21.1M -$1.25M 9 0.19% Reduced
228
OrbiMed
OrbiMed
New York
$20.9M -$74M 1 0.35% Reduced
229
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$20.8M -$5.9M 3 0.4% Reduced
230
Arizona State Retirement System
Arizona State Retirement System
Arizona
$20.8M +$1.14M 8 0.36% Increased
231
Nantahala Capital Management
Nantahala Capital Management
Connecticut
$20.6M +$13.1M 2 0.77% Increased
232
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$20.5M +$1.56M 8 0.32% Increased
233
GL
Governors Lane
New York
$20.5M $0 1 2.84% Maintained
234
MFAM
Motley Fool Asset Management
Virginia
$19.9M -$2.72M 1 2.58% Reduced
235
Bellevue Group
Bellevue Group
Switzerland
$19.8M -$8.89M 2 0.38% Reduced
236
TD Asset Management
TD Asset Management
Ontario, Canada
$19.7M -$1.17M 8 0.03% Reduced
237
Railway Pension Investments
Railway Pension Investments
United Kingdom
$19.6M +$2.58M 3 0.27% Increased
238
Martingale Asset Management
Martingale Asset Management
Massachusetts
$19.5M +$9.76M 6 0.26% Increased
239
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$19.5M +$12.9M 5 0.27% Increased
240
1832 Asset Management
1832 Asset Management
Ontario, Canada
$19.2M +$24M 2 0.07% New
241
Panagora Asset Management
Panagora Asset Management
Massachusetts
$18.9M +$6.06M 11 0.13% Increased
242
PGGM Investments
PGGM Investments
Netherlands
$18.6M +$17.1M 1 0.13% Increased
243
SG Americas Securities
SG Americas Securities
New York
$18.3M +$6.39M 12 0.17% Increased
244
Glazer Capital LLC
Glazer Capital LLC
New York
$18M +$15.5M 1 1.2% Increased
245
Fenimore Asset Management
Fenimore Asset Management
New York
$17.9M +$3.21M 2 0.72% Increased
246
Artemis Investment Management
Artemis Investment Management
United Kingdom
$17.8M -$10M 1 0.03% Reduced
247
Osaic Holdings
Osaic Holdings
Arizona
$17.5M +$22.3M 13 0.07% New
248
Alyeska Investment Group
Alyeska Investment Group
Illinois
$17.4M -$8.75M 4 0.35% Reduced
249
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$17M +$5.84M 5 0.13% Increased
250
Snyder Capital Management
Snyder Capital Management
California
$16.9M -$445K 1 0.96% Reduced
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