← 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
251
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$13.3M -$3.66M 3 0.16% Reduced
252
Veritas Asset Management
Veritas Asset Management
United Kingdom
$12.9M $0 1 0.2% Maintained
253
SAM
Serengeti Asset Management
New York
$12.8M +$10.2M 1 0.77% New
254
Robeco Schweiz
Robeco Schweiz
Switzerland
$12.3M -$2.26M 2 0.96% Reduced
255
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$12.1M -$12.7M 9 0.03% Reduced
256
AIM
Assured Investment Management
New York
$12.1M +$4.21M 2 0.2% Increased
257
National Pension Service
National Pension Service
South Korea
$11.9M +$1.68M 2 0.17% Increased
258
CCMH
Cornerstone Capital Management Holdings
New York
$11.9M -$216K 5 0.11% Reduced
259
Mutual of America Capital Management
Mutual of America Capital Management
New York
$11.7M +$283K 6 0.25% Increased
260
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$11.5M -$188K 8 0.1% Reduced
261
Jane Street
Jane Street
New York
$11.5M +$6.52M 5 0.09% Increased
262
CCM
Catapult Capital Management
New York
$11.5M +$4.71M 1 1.41% Increased
263
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$11.5M +$395K 6 0.27% Increased
264
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$11.5M -$7.08M 3 0.04% Reduced
265
Prudential plc
Prudential plc
United Kingdom
$11.4M -$132K 2 0.05% Reduced
266
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$11.4M -$320K 2 0.03% Reduced
267
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$11.2M +$99.3K 3 0.2% Increased
268
RC
Reik & Co
New York
$11.2M -$527 1 3.63% Reduced
269
GGI
Godsey & Gibb Inc
Virginia
$11.2M -$1.8M 1 2.01% Reduced
270
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$10.8M +$250K 3 0.08% Increased
271
NG
NatWest Group
United Kingdom
$10.7M -$127K 1 0.14% Reduced
272
IRF
IBM Retirement Fund
New York
$10.7M -$41.3K 4 0.2% Reduced
273
Voloridge Investment Management
Voloridge Investment Management
Florida
$10.7M +$10.1M 1 0.52% New
274
Azimuth Capital Management
Azimuth Capital Management
Michigan
$10.7M -$778K 2 1.04% Reduced
275
Tocqueville Asset Management
Tocqueville Asset Management
New York
$10.6M +$45.9K 1 0.13% Increased