← 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
Old Mission Capital
Old Mission Capital
Illinois
$31.1M +$11.2M 3 1.05% Increased
252
US Bancorp
US Bancorp
Minnesota
$30.7M -$2.27M 14 0.06% Reduced
253
Royce & Associates
Royce & Associates
New York
$30.4M -$12.6M 1 0.21% Reduced
254
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$30.2M +$13.2M 10 0.6% Increased
255
ClearBridge Investments
ClearBridge Investments
New York
$29.7M +$2.08M 3 0.02% Increased
256
PFC
Poplar Forest Capital
California
$29.4M +$9.63M 1 2.89% Increased
257
Aviva
Aviva
United Kingdom
$29.4M +$167K 4 0.13% Increased
258
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$29.1M +$3.08M 4 0.16% Increased
259
TCP
ThornTree Capital Partners
Massachusetts
$29.1M -$10.1M 1 3.92% Reduced
260
SAM
Sectoral Asset Management
Quebec, Canada
$29M -$974K 2 2.35% Reduced
261
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$29M -$1.3M 7 0.29% Reduced
262
NIG
NFJ Investment Group
Texas
$29M +$4.51M 1 0.55% Increased
263
Amalgamated Bank
Amalgamated Bank
New York
$28.7M +$19.6M 14 0.23% Increased
264
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$27.8M +$5.22M 12 0.15% Increased
265
ACM
Atika Capital Management
New York
$27.8M -$873K 1 2.19% Reduced
266
PineBridge Investments
PineBridge Investments
New York
$27.7M +$10.1M 3 0.32% Increased
267
Arizona State Retirement System
Arizona State Retirement System
Arizona
$27.6M -$91.5K 13 0.22% Reduced
268
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$27.5M +$620K 6 0.6% Increased
269
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$27.4M -$16.8M 1 0.2% Reduced
270
AMF Tjänstepension
AMF Tjänstepension
Sweden
$27.4M +$2.42M 2 0.19% Increased
271
Royal London Asset Management
Royal London Asset Management
United Kingdom
$27.3M -$1.46M 4 0.11% Reduced
272
ECM
Engle Capital Management
Connecticut
$27.3M -$4.49M 1 4% Reduced
273
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$27.2M -$7.88M 5 0.09% Reduced
274
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$26.9M -$3.42M 8 0.05% Reduced
275
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$26.4M +$19M 4 0.06% Increased