← 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
Meyer Handelman Company
Meyer Handelman Company
New York
$30.5M +$20.3K 3 1.25% Increased
252
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$30.4M +$1.91M 4 0.18% Increased
253
Squarepoint
Squarepoint
New York
$29.8M +$9.78M 12 0.09% Increased
254
TBC
Tweedy, Browne Co
Connecticut
$29.7M +$9.56M 1 0.99% Increased
255
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$29.6M +$1.34M 4 0.15% Increased
256
Wedge Capital Management
Wedge Capital Management
North Carolina
$29.6M -$33.6M 2 0.38% Reduced
257
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$29.5M +$16.2M 5 0.92% Increased
258
Natixis
Natixis
France
$29.4M +$22.6M 6 0.1% Increased
259
TIA
Tandem Investment Advisors
South Carolina
$29.3M +$1.93M 1 2.4% Increased
260
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$29.2M +$2.76M 3 0.36% Increased
261
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$29M +$77.4K 6 0.09% Increased
262
CI
CPMG Inc
Texas
$28.9M +$215K 1 3.19% Increased
263
HRT Financial
HRT Financial
New York
$28.8M +$25.5M 10 0.18% Increased
264
US Bancorp
US Bancorp
Minnesota
$28.7M -$43.8K 14 0.05% Reduced
265
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$28.6M +$13.7M 2 0.63% Increased
266
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$28.5M +$1.76M 12 0.15% Increased
267
SAM
Sectoral Asset Management
Quebec, Canada
$27.9M -$4.62M 2 2.32% Reduced
268
DZ Bank
DZ Bank
Germany
$27.6M -$1.42M 5 0.04% Reduced
269
Aviva
Aviva
United Kingdom
$27M -$1.38M 6 0.12% Reduced
270
HighTower Advisors
HighTower Advisors
Illinois
$27M -$5.78M 9 0.07% Reduced
271
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$26.8M +$642K 8 0.05% Increased
272
Arizona State Retirement System
Arizona State Retirement System
Arizona
$26.1M -$108K 13 0.21% Reduced
273
Royal London Asset Management
Royal London Asset Management
United Kingdom
$25.9M -$798K 4 0.11% Reduced
274
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$25.2M -$180K 4 0.05% Reduced
275
MGM
Miura Global Management
New York
$24.6M -$4.07M 1 3.81% Reduced
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