← 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
Silvercrest Asset Management
Silvercrest Asset Management
New York
$29M -$5.72M 2 0.21% Reduced
252
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$29M -$6.73M 5 0.1% Reduced
253
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
$28.8M -$36.7M 1 1.2% Reduced
254
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$28.5M +$612K 6 0.12% Increased
255
First Pacific Advisors
First Pacific Advisors
California
$28M -$23.5K 1 0.42% Reduced
256
Osaic Holdings
Osaic Holdings
Arizona
$27.9M -$3.32M 21 0.05% Reduced
257
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$27.5M -$5.76M 4 1.01% Reduced
258
CQS
Credential Qtrade Securities
$27.2M +$24.3M 3 1.62% Increased
259
GAMCO Investors
GAMCO Investors
Connecticut
$27.1M +$2.2M 5 0.29% Increased
260
First Eagle Investment Management
First Eagle Investment Management
New York
$26.7M +$4.11M 4 0.06% Increased
261
OFI Invest Asset Management
OFI Invest Asset Management
France
$26.4M +$25.9M 2 0.89% Increased
262
KBC Group
KBC Group
Belgium
$25.9M -$13.6M 12 0.09% Reduced
263
Royal London Asset Management
Royal London Asset Management
United Kingdom
$25.7M +$1.16M 5 0.07% Increased
264
Baupost Group
Baupost Group
Massachusetts
$25.6M -$187K 1 0.56% Reduced
265
OAM
Ophir Asset Management
Australia
$25.6M +$20.4M 1 5.08% New
266
Trexquant Investment
Trexquant Investment
Connecticut
$25.5M -$19.4M 8 0.57% Reduced
267
Eventide Asset Management
Eventide Asset Management
Massachusetts
$25.4M $0 1 0.42% Maintained
268
Engineers Gate Manager
Engineers Gate Manager
New York
$25.4M -$7.1M 11 0.73% Reduced
269
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$25.4M +$17.7M 4 0.05% Increased
270
Natixis Advisors
Natixis Advisors
Massachusetts
$24.9M +$2.31M 7 0.07% Increased
271
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$24.8M -$10.3M 5 0.53% Reduced
272
ACM
Atika Capital Management
New York
$24.7M -$3.01M 1 3.31% Reduced
273
Amalgamated Bank
Amalgamated Bank
New York
$24.5M -$3.33M 19 0.2% Reduced
274
MDSL
M.D. Sass LLC
New York
$24.4M +$21.7M 1 2.93% New
275
BCP
Bayberry Capital Partners
New York
$24.3M +$21.7M 1 4.62% New
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