← 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
Andra AP-fonden
Andra AP-fonden
Sweden
$31.9M -$5.18M 4 0.81% Reduced
252
INTECH Investment Management
INTECH Investment Management
Florida
$31.8M -$15.3M 4 0.33% Reduced
253
Miller Howard Investments
Miller Howard Investments
New York
$31.7M +$26.3M 1 1.13% Increased
254
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$31.5M -$5.68M 2 0.43% Reduced
255
Osaic Holdings
Osaic Holdings
Arizona
$31.4M +$5.55M 20 0.06% Increased
256
Pacer Advisors
Pacer Advisors
Pennsylvania
$31.3M -$16.6M 8 0.13% Reduced
257
Engineers Gate Manager
Engineers Gate Manager
New York
$31M +$13.9M 12 1.17% Increased
258
SC
Sasco Capital
Connecticut
$30.3M -$384K 1 3.59% Reduced
259
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$29.9M +$80.5K 1 0.94% Increased
260
Glenmede Trust
Glenmede Trust
Pennsylvania
$29.7M -$283K 8 0.17% Reduced
261
TOTUOP
Trustees of The University of Pennsylvania
Pennsylvania
$29.6M $0 1 22.31% Maintained
262
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$29.6M -$6.04M 5 1.07% Reduced
263
BGI
BlueDrive Global Investors
United Kingdom
$29.6M $0 2 41.29% Maintained
264
SIM
SW Investment Management
Colorado
$29.4M +$4.26M 1 10.89% Increased
265
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$29.2M +$4.08M 2 0.47% Increased
266
LI
Leeward Investments
Massachusetts
$29.2M -$5.25M 2 1.37% Reduced
267
US Bancorp
US Bancorp
Minnesota
$28.8M -$8.23M 16 0.05% Reduced
268
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$28.5M +$2.7M 10 0.15% Increased
269
Amalgamated Bank
Amalgamated Bank
New York
$28.5M -$1.68M 19 0.23% Reduced
270
WTA
Washington Trust Advisors
Massachusetts
$28.4M -$65K 6 2.75% Reduced
271
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$27.7M -$1.12M 11 0.33% Reduced
272
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$26.9M -$2.65M 14 0.06% Reduced
273
Arizona State Retirement System
Arizona State Retirement System
Arizona
$26.9M -$465K 15 0.22% Reduced
274
EP
Eversept Partners
New York
$26.8M +$23.6M 1 2.24% New
275
Douglas Lane & Associates
Douglas Lane & Associates
New York
$26.6M -$3.81M 1 0.43% Reduced