← 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
Aviva
Aviva
United Kingdom
$34.2M +$506K 4 0.09% Increased
227
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$34M +$9.75M 10 0.14% Increased
228
Chevy Chase Trust
Chevy Chase Trust
Maryland
$33.8M -$936K 5 0.1% Reduced
229
SG Americas Securities
SG Americas Securities
New York
$33.6M +$21.6M 15 0.14% Increased
230
Aware Super
Aware Super
Australia
$33.5M +$35.3M 2 0.53% New
231
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$33.5M -$1.43M 11 0.12% Reduced
232
LFCM
Long Focus Capital Management
Puerto Rico
$33M +$7.58M 2 1.07% Increased
233
Axiom Investors
Axiom Investors
Connecticut
$32.7M +$30.2M 1 0.24% Increased
234
GAMCO Investors
GAMCO Investors
Connecticut
$32.7M -$443K 6 0.34% Reduced
235
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$32.6M -$879K 19 0.02% Reduced
236
AustralianSuper
AustralianSuper
Australia
$32.6M +$26.6M 2 0.15% Increased
237
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$32.5M +$6.41K 9 0.09% Increased
238
Empowered Funds
Empowered Funds
Pennsylvania
$32.5M +$12M 9 0.47% Increased
239
Corient Private Wealth
Corient Private Wealth
Florida
$32.3M -$2.21M 8 0.05% Reduced
240
INTECH Investment Management
INTECH Investment Management
Florida
$32.1M +$11.9M 14 0.31% Increased
241
DP
Dundas Partners
United Kingdom
$32.1M $0 1 2.25% Maintained
242
Integral Health Asset Management
Integral Health Asset Management
New York
$32.1M -$8.39M 2 2.74% Reduced
243
Asset Management One
Asset Management One
Japan
$32.1M +$119K 5 0.11% Increased
244
CF
Corebridge Financial
Texas
$32.1M -$281K 18 0.17% Reduced
245
Adage Capital Partners
Adage Capital Partners
Massachusetts
$31.9M -$7.7M 3 0.06% Reduced
246
Tidal Investments
Tidal Investments
Wisconsin
$31.8M +$2.87M 7 0.25% Increased
247
APG Asset Management
APG Asset Management
Netherlands
$31.5M +$21.6M 2 0.09% Increased
248
TIM
Triodos Investment Management
Netherlands
$30.9M $0 1 2.5% Maintained
249
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$30.8M -$821K 18 0.12% Reduced
250
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$30.5M -$305K 7 0.12% Reduced