← 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
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$31.7M -$1.89M 10 0.14% Reduced
227
TIM
Triodos Investment Management
Netherlands
$31.4M -$3.03M 1 2.36% Reduced
228
Corient Private Wealth
Corient Private Wealth
Florida
$31.2M +$1.83M 6 0.04% Increased
229
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$31.1M -$3.13M 4 0.63% Reduced
230
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$30.7M +$10.6M 4 0.14% Increased
231
TD Asset Management
TD Asset Management
Ontario, Canada
$30.6M -$23.5M 5 0.03% Reduced
232
Integral Health Asset Management
Integral Health Asset Management
New York
$30.5M +$2.6M 2 2.79% Increased
233
Level Four Advisory Services
Level Four Advisory Services
Texas
$30.4M -$18.3K 2 1.12% Reduced
234
TC
TwinBeech Capital
New York
$30.4M +$30.3M 6 0.69% Increased
235
Mariner
Mariner
Kansas
$30.4M +$2.98M 12 0.04% Increased
236
CISOA
Capital Investment Services of America
Wisconsin
$30.4M +$50.3K 1 2.78% Increased
237
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$30.1M -$24.6M 11 0.07% Reduced
238
Kennedy Capital Management
Kennedy Capital Management
Missouri
$29.8M -$8.7M 3 0.71% Reduced
239
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$29.7M +$42.2K 4 0.74% Increased
240
Confluence Investment Management
Confluence Investment Management
Missouri
$29.7M -$843K 1 0.42% Reduced
241
Jump Financial
Jump Financial
Illinois
$29.5M +$8.44M 11 0.32% Increased
242
GAMCO Investors
GAMCO Investors
Connecticut
$29.3M +$3.79M 7 0.29% Increased
243
Panagora Asset Management
Panagora Asset Management
Massachusetts
$29.2M +$17.6M 5 0.13% Increased
244
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$29M +$7.69M 4 0.05% Increased
245
APG Asset Management
APG Asset Management
Netherlands
$28.9M +$1.23M 2 0.09% Increased
246
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$28.7M -$1.51M 18 0.13% Reduced
247
Empowered Funds
Empowered Funds
Pennsylvania
$27.9M +$6.89M 10 0.32% Increased
248
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$27.8M -$5.35M 8 0.1% Reduced
249
Truist Financial
Truist Financial
North Carolina
$27.8M -$30.9M 11 0.04% Reduced
250
Acadian Asset Management
Acadian Asset Management
Massachusetts
$27.3M +$19.5M 6 0.06% Increased