← 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
LFCM
Long Focus Capital Management
Puerto Rico
$25.3M -$9.81M 2 0.66% Reduced
227
Danske Bank
Danske Bank
Denmark
$25.2M +$127K 3 0.06% Increased
228
Arbejdsmarkedets Tillaegspension
Arbejdsmarkedets Tillaegspension
$24.9M +$4.17M 1 0.62% Increased
229
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$24.9M -$12.9M 7 0.18% Reduced
230
Lazard Asset Management
Lazard Asset Management
New York
$24.3M -$10.1M 8 0.04% Reduced
231
Vest Financial
Vest Financial
Virginia
$24.3M +$2.54M 1 0.29% Increased
232
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$24.3M +$1.5M 6 0.19% Increased
233
SAM
Southeastern Asset Management
Tennessee
$24.2M +$2.56M 1 1.19% Increased
234
LCP
LGT Capital Partners
Switzerland
$24M -$1.22M 1 1.28% Reduced
235
Mercer Global Advisors
Mercer Global Advisors
Colorado
$23.9M +$823K 14 0.04% Increased
236
PAI
Pittenger & Anderson Inc
Nebraska
$23.9M +$737K 3 0.95% Increased
237
Level Four Advisory Services
Level Four Advisory Services
Texas
$23.9M -$7.31K 2 0.78% Reduced
238
National Bank of Canada
National Bank of Canada
Quebec, Canada
$23.5M -$17M 8 0.02% Reduced
239
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$23.5M +$20.1M 14 0.04% Increased
240
Banco Santander
Banco Santander
Spain
$23.4M -$1.76M 1 0.19% Reduced
241
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$23.4M +$522K 6 0.07% Increased
242
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$23.2M +$11.2M 9 0.16% Increased
243
Y-Intercept (HK)
Y-Intercept (HK)
Hong Kong
$23.2M +$9.39M 6 0.44% Increased
244
Chevy Chase Trust
Chevy Chase Trust
Maryland
$23.1M -$5.81M 4 0.07% Reduced
245
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$23M +$4.66M 4 0.1% Increased
246
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$23M -$1.26M 8 0.08% Reduced
247
VOYA Investment Management
VOYA Investment Management
Georgia
$22.9M -$959K 13 0.02% Reduced
248
Confluence Investment Management
Confluence Investment Management
Missouri
$22.4M -$1.63M 1 0.35% Reduced
249
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$22.3M +$6.53M 10 0.11% Increased
250
Nomura Holdings
Nomura Holdings
Japan
$22.3M -$5.65M 5 0.06% Reduced
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