← 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
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$27M -$2.22M 17 0.1% Reduced
227
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$26.9M +$1.99M 7 0.1% Increased
228
PAI
Pittenger & Anderson Inc
Nebraska
$26.8M +$1.14M 3 0.98% Increased
229
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$26.7M -$913K 8 0.1% Reduced
230
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
$26.4M +$13.7M 15 0.04% Increased
231
Algert Global
Algert Global
California
$26.1M +$998K 6 0.44% Increased
232
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$26M +$3.04M 4 0.07% Increased
233
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$25.9M -$1.85M 2 0.19% Reduced
234
DJSG
D.J. St. Germain
Massachusetts
$25.3M -$1.02M 5 1.01% Reduced
235
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$25.3M -$1.33M 10 0.1% Reduced
236
Aristeia Capital
Aristeia Capital
Connecticut
$25.2M +$30.5M 2 0.59% Increased
237
Jennison Associates
Jennison Associates
New York
$25.2M -$6.24M 3 0.01% Reduced
238
AT
Avalon Trust
New Mexico
$25.1M -$157K 3 1.63% Reduced
239
ING Group
ING Group
Netherlands
$25M +$19.1M 4 0.14% Increased
240
Rakuten Investment Management
Rakuten Investment Management
Japan
$24.8M +$24M 4 0.09% New
241
F1I
Fund 1 Investments
Puerto Rico
$24.7M -$9.91M 2 2.75% Reduced
242
UniSuper Management
UniSuper Management
Australia
$24.6M +$1.7M 4 0.15% Increased
243
Första AP-fonden
Första AP-fonden
Sweden
$24.4M +$4.27M 2 0.14% Increased
244
Kennedy Capital Management
Kennedy Capital Management
Missouri
$24.4M -$1.82M 2 0.54% Reduced
245
Adage Capital Partners
Adage Capital Partners
Massachusetts
$23.9M +$1.41M 3 0.04% Increased
246
Lazard Asset Management
Lazard Asset Management
New York
$23.7M +$5.69M 5 0.03% Increased
247
Palisade Capital Management
Palisade Capital Management
New Jersey
$23.3M -$280K 1 0.63% Reduced
248
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$23.1M +$3.82M 6 0.11% Increased
249
VOYA Investment Management
VOYA Investment Management
Georgia
$23M -$31.6M 12 0.02% Reduced
250
2
2Xideas
Switzerland
$22.9M +$2.29M 1 4.83% Increased