← 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
Washington Trust
Washington Trust
Rhode Island
$23.7M -$1.61M 4 0.88% Reduced
252
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$23.6M -$1.26M 6 0.07% Reduced
253
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$23.4M +$5.47M 8 0.29% Increased
254
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$23.3M +$8M 6 0.33% Increased
255
Arizona State Retirement System
Arizona State Retirement System
Arizona
$23.3M +$6.55M 11 0.23% Increased
256
MFAM
Motley Fool Asset Management
Virginia
$23.3M +$75.3K 1 2.07% Increased
257
PGEBT
Pactiv General Employee Benefit Trust
Illinois
$23M $0 1 1.02% Maintained
258
SC
Sasco Capital
Connecticut
$22.8M -$7.2M 1 3.93% Reduced
259
Gotham Asset Management
Gotham Asset Management
New York
$22.8M +$1.51M 7 0.73% Increased
260
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$22.8M -$41.8M 5 0.06% Reduced
261
Panagora Asset Management
Panagora Asset Management
Massachusetts
$22.7M -$13.8M 9 0.14% Reduced
262
Bridgewater Associates
Bridgewater Associates
Connecticut
$22.7M +$22.1M 4 0.27% Increased
263
Osaic Holdings
Osaic Holdings
Arizona
$22.6M -$625K 16 0.07% Reduced
264
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$21.8M -$8.02M 6 0.04% Reduced
265
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$21.7M -$1.06M 4 0.23% Reduced
266
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$21.4M -$1.37M 8 0.32% Reduced
267
Snyder Capital Management
Snyder Capital Management
California
$21.3M +$21.1K 1 0.91% Increased
268
Martingale Asset Management
Martingale Asset Management
Massachusetts
$20.9M +$4.15M 6 0.25% Increased
269
MetLife Investment Management
MetLife Investment Management
New Jersey
$20.4M -$821K 12 0.22% Reduced
270
Voloridge Investment Management
Voloridge Investment Management
Florida
$20.3M +$5.78M 7 0.17% Increased
271
Boston Trust Walden
Boston Trust Walden
Massachusetts
$20M +$8.56M 2 0.25% Increased
272
Putnam Investments
Putnam Investments
Massachusetts
$19.1M +$6.02M 4 0.04% Increased
273
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$19M -$5.97M 4 0.22% Reduced
274
Natixis
Natixis
France
$18.7M -$715K 6 0.14% Reduced
275
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$18.7M +$2.67M 12 0.13% Increased