← 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
Ninety One (UK)
Ninety One (UK)
United Kingdom
$34.5M +$1.8M 2 0.09% Increased
227
DP
Dundas Partners
United Kingdom
$34.3M +$1.76M 1 2.47% Increased
228
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$34.3M -$28.3M 7 0.12% Reduced
229
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$34.2M +$1.55M 10 0.1% Increased
230
F1I
Fund 1 Investments
Puerto Rico
$34.1M +$17.2M 3 3.18% Increased
231
ACM
Atika Capital Management
New York
$33.8M -$521K 1 3.46% Reduced
232
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$33.6M +$7.41M 5 0.83% Increased
233
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$33.5M +$416K 18 0.2% Increased
234
Andra AP-fonden
Andra AP-fonden
Sweden
$33.5M +$1.75M 2 0.49% Increased
235
Natixis Advisors
Natixis Advisors
Massachusetts
$33.1M +$1.12M 5 0.06% Increased
236
TIM
Triodos Investment Management
Netherlands
$33M +$760K 1 2.6% Increased
237
2
2Xideas
Switzerland
$32.8M -$3.75M 1 4.42% Reduced
238
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$32.4M -$483K 7 0.13% Reduced
239
PineBridge Investments
PineBridge Investments
New York
$32.2M +$5.05M 4 0.24% Increased
240
TLP
Tri Locum Partners
New York
$32M +$3.15M 1 7.66% Increased
241
WTA
Washington Trust Advisors
Massachusetts
$31.9M -$363K 4 2.75% Reduced
242
GW&K Investment Management
GW&K Investment Management
Massachusetts
$31.8M -$22.5K 8 0.27% Reduced
243
CF
Corebridge Financial
Texas
$31.6M -$1.2M 18 0.17% Reduced
244
Bahl & Gaynor
Bahl & Gaynor
Ohio
$31.5M +$1.25M 3 0.16% Increased
245
MC
Martin Currie
United Kingdom
$31.4M -$3.62M 1 1.12% Reduced
246
Confluence Investment Management
Confluence Investment Management
Missouri
$31M -$8.35M 1 0.41% Reduced
247
Nicholas Company
Nicholas Company
Wisconsin
$30.9M -$11M 2 0.5% Reduced
248
Royal London Asset Management
Royal London Asset Management
United Kingdom
$30.9M +$47.5K 4 0.08% Increased
249
Tidal Investments
Tidal Investments
Wisconsin
$30.8M +$21.4M 7 0.33% Increased
250
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$30.6M +$10.8M 3 0.08% Increased