← 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
Mercer Global Advisors
Mercer Global Advisors
Colorado
$27.1M +$668K 8 0.04% Increased
227
LCP
LGT Capital Partners
Switzerland
$27M -$6.59M 1 1.34% Reduced
228
First Pacific Advisors
First Pacific Advisors
California
$26.9M +$26.6M 1 0.35% New
229
Yacktman Asset Management
Yacktman Asset Management
Texas
$26.9M +$939K 1 0.38% Increased
230
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$26.8M $0 7 0.05% Maintained
231
Danske Bank
Danske Bank
Denmark
$26.6M -$16.3M 6 0.06% Reduced
232
Fisher Asset Management
Fisher Asset Management
Washington
$26.6M +$12M 2 0.01% Increased
233
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$26.1M +$1.12M 7 0.08% Increased
234
Acadian Asset Management
Acadian Asset Management
Massachusetts
$26M -$1.8M 7 0.04% Reduced
235
ITP
Iron Triangle Partners
Connecticut
$26M +$6.54M 1 2.97% Increased
236
Jain Global
Jain Global
New York
$26M +$26.6M 6 0.13% Increased
237
Korea Investment Corp
Korea Investment Corp
South Korea
$25.8M +$8.31M 2 0.05% Increased
238
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$25.7M -$12M 5 0.08% Reduced
239
Jump Financial
Jump Financial
Illinois
$25.7M +$8.9M 11 0.32% Increased
240
Confluence Investment Management
Confluence Investment Management
Missouri
$25.6M -$1.09M 1 0.38% Reduced
241
IFM
ION Fund Management
$25.6M +$35.1M 2 2.98% New
242
Level Four Advisory Services
Level Four Advisory Services
Texas
$25.4M +$41.5K 2 0.83% Increased
243
Gabelli Funds
Gabelli Funds
New York
$25.1M -$3.15M 7 0.17% Reduced
244
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab
Denmark
$25.1M +$1.32M 3 0.22% Increased
245
Bridgewater Associates
Bridgewater Associates
Connecticut
$25M -$6.91M 6 0.09% Reduced
246
PAI
Pittenger & Anderson Inc
Nebraska
$24.9M +$1.39M 4 0.96% Increased
247
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$24.7M -$7.25M 6 0.08% Reduced
248
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
$24.5M +$235K 16 0.04% Increased
249
Nomura Holdings
Nomura Holdings
Japan
$24.3M +$4.57M 8 0.03% Increased
250
APG Asset Management
APG Asset Management
Netherlands
$24.1M -$2.22M 2 0.07% Reduced