← 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
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$28.6M -$2.36M 12 0.17% Reduced
252
Nicholas Company
Nicholas Company
Wisconsin
$28.3M -$593K 2 0.53% Reduced
253
CISOA
Capital Investment Services of America
Wisconsin
$28M -$440K 1 2.89% Reduced
254
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$27.6M +$11.2M 5 0.04% Increased
255
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$27.5M -$340K 5 0.07% Reduced
256
Axa
Axa
France
$27.4M -$9.1M 5 0.08% Reduced
257
SAM
Sectoral Asset Management
Quebec, Canada
$27.3M +$14.8M 2 2.07% Increased
258
Washington Trust
Washington Trust
Rhode Island
$27.1M +$286K 3 0.83% Increased
259
Putnam Investments
Putnam Investments
Massachusetts
$27.1M +$616K 3 0.05% Increased
260
GEH
General Equity Holdings
New York
$27M +$1.71M 1 16.06% Increased
261
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$26.8M -$718K 7 0.06% Reduced
262
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$26.2M +$14.1M 10 0.41% Increased
263
Aviva
Aviva
United Kingdom
$25.8M -$4.54M 6 0.13% Reduced
264
Royal London Asset Management
Royal London Asset Management
United Kingdom
$25.6M -$1.31M 4 0.12% Reduced
265
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
$25.2M +$13M 1 0.13% Increased
266
Arizona State Retirement System
Arizona State Retirement System
Arizona
$24.7M -$158K 12 0.22% Reduced
267
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$24.5M +$3.45M 5 0.24% Increased
268
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$24.2M +$229K 4 0.87% Increased
269
Braun Stacey Associates
Braun Stacey Associates
New York
$23.9M -$1.13M 2 1.01% Reduced
270
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$23.9M -$4.66M 5 0.52% Reduced
271
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$23.8M -$1.77M 9 0.26% Reduced
272
Palisade Capital Management
Palisade Capital Management
New Jersey
$23.7M +$22.8M 1 0.56% New
273
MetLife Investment Management
MetLife Investment Management
New Jersey
$23.5M -$193K 12 0.22% Reduced
274
MSL
Mackay Shields LLC
New York
$23.5M -$6.42M 8 0.17% Reduced
275
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$23M +$2.16M 4 0.15% Increased