← 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
MGM
Miura Global Management
New York
$28.2M -$9.81M 1 5.33% Reduced
252
Royal London Asset Management
Royal London Asset Management
United Kingdom
$28M -$614K 5 0.15% Reduced
253
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$27.8M -$23M 6 0.1% Reduced
254
GEH
General Equity Holdings
New York
$27.6M -$710K 1 14.38% Reduced
255
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$26.4M +$7.19M 12 0% Increased
256
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$26.2M -$1.78M 9 0.3% Reduced
257
Braun Stacey Associates
Braun Stacey Associates
New York
$26.1M +$15.5M 2 1.17% Increased
258
Putnam Investments
Putnam Investments
Massachusetts
$25.8M +$60K 3 0.05% Increased
259
Osaic Holdings
Osaic Holdings
Arizona
$25.5M -$2.44M 14 0.07% Reduced
260
Arizona State Retirement System
Arizona State Retirement System
Arizona
$25.3M -$2.25M 12 0.23% Reduced
261
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$25M +$404K 3 0.22% Increased
262
Guggenheim Capital
Guggenheim Capital
Illinois
$25M +$5.92M 6 0.16% Increased
263
Nomura Holdings
Nomura Holdings
Japan
$25M +$3.21M 5 0.04% Increased
264
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$24.4M +$3.44M 3 0.99% Increased
265
SAM
Scopus Asset Management
New York
$24.3M -$5.7M 1 0.39% Reduced
266
CIBC World Markets
CIBC World Markets
New York
$24.2M +$15.2M 4 0.12% Increased
267
DZ Bank
DZ Bank
Germany
$24.1M -$3.16M 4 0.05% Reduced
268
MetLife Investment Management
MetLife Investment Management
New Jersey
$23.5M -$918K 12 0.22% Reduced
269
SC
Sasco Capital
Connecticut
$23.2M $0 1 3.28% Maintained
270
Armistice Capital
Armistice Capital
New York
$23.1M -$7.35M 1 0.79% Reduced
271
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$22.6M +$1.68M 6 0.27% Increased
272
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$22.4M -$583K 4 0.23% Reduced
273
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$22.2M +$6.44M 5 0.34% Increased
274
MFAM
Motley Fool Asset Management
Virginia
$22.1M -$6.34M 1 1.65% Reduced
275
Cookson Peirce & Co
Cookson Peirce & Co
Pennsylvania
$22.1M -$13.1K 1 1.5% Reduced