← 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
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$12.7M -$890K 6 0.08% Reduced
252
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$12.7M -$9.09M 2 0.04% Reduced
253
CISOA
Capital Investment Services of America
Wisconsin
$12.4M -$7.05K 1 2.42% Reduced
254
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$12.2M -$100K 1 0.43% Reduced
255
GI
Greenwood Investments
Massachusetts
$12.1M +$313K 1 14.93% Increased
256
SGA
Sector Gamma AS
Norway
$12M +$490K 1 3.09% Increased
257
SFM
Stack Financial Management
Montana
$12M -$150K 1 1.52% Reduced
258
Royal London Asset Management
Royal London Asset Management
United Kingdom
$11.9M -$7.74K 2 0.18% Reduced
259
PGCM
Prescott Group Capital Management
Oklahoma
$11.8M $0 1 2.71% Maintained
260
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$11.6M $0 3 0.05% Maintained
261
SHA
Smith Hayes Advisers
Nebraska
$11.6M -$10K 1 2.44% Reduced
262
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$11.5M +$378K 6 0.27% Increased
263
RC
Reik & Co
New York
$11.4M +$582K 1 4.17% Increased
264
Wolverine Asset Management
Wolverine Asset Management
Illinois
$11.1M -$17.6M 4 0.24% Reduced
265
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$11M +$301K 3 0.19% Increased
266
QIM
Quantitative Investment Management
Virginia
$10.9M +$5.42M 4 0.66% Increased
267
AQR Arbitrage
AQR Arbitrage
Connecticut
$10.8M +$6.78M 2 0.12% Increased
268
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$10.8M +$11.3K 7 0.09% Increased
269
FAM
Foundation Asset Management
New York
$10.7M -$14.3M 1 3.53% Reduced
270
SAM
Serengeti Asset Management
New York
$10.7M -$12.5M 1 1.91% Reduced
271
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$10.7M +$20.6K 1 1.29% Increased
272
SAM
Shell Asset Management
Netherlands
$10.6M -$7.13M 4 0.25% Reduced
273
Regions Financial Corp
Regions Financial Corp
Alabama
$10.6M -$930K 3 0.14% Reduced
274
Rockefeller Financial Services
Rockefeller Financial Services
New York
$10.6M -$132K 2 0.21% Reduced
275
Capital International
Capital International
California
$10.5M $0 1 0.67% Maintained