← 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
Jennison Associates
Jennison Associates
New York
$29.8M -$9.27M 3 0.02% Reduced
252
Comerica Bank
Comerica Bank
Texas
$29.8M +$1.7M 13 0.12% Increased
253
CISOA
Capital Investment Services of America
Wisconsin
$29.4M -$1.75M 1 2.8% Reduced
254
Mariner
Mariner
Kansas
$28.9M +$1.21M 9 0.05% Increased
255
GAMCO Investors
GAMCO Investors
Connecticut
$28.9M -$1.9M 6 0.3% Reduced
256
EHI
Eagle Health Investments
Connecticut
$28.8M $0 1 5.46% Maintained
257
Capital International Investors
Capital International Investors
California
$28.7M +$28.7M 1 0.01% New
258
Lazard Asset Management
Lazard Asset Management
New York
$28.5M -$50.7M 13 0.04% Reduced
259
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$28.2M -$2.13M 5 0.11% Reduced
260
LFCM
Long Focus Capital Management
Puerto Rico
$28.2M +$4.93M 2 0.99% Increased
261
Group One Trading
Group One Trading
Illinois
$28M +$25.2M 10 0.08% Increased
262
M&T Bank
M&T Bank
New York
$27.8M -$1.14M 6 0.09% Reduced
263
AIC
AWM Investment Company
New York
$27.6M $0 1 3.35% Maintained
264
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$27.5M -$38.5M 9 0.03% Reduced
265
MetLife Investment Management
MetLife Investment Management
New Jersey
$27.4M -$459K 15 0.16% Reduced
266
RSCM
Rock Springs Capital Management
Maryland
$27.4M $0 1 0.89% Maintained
267
Susquehanna Portfolio Strategies
Susquehanna Portfolio Strategies
Pennsylvania
$27.3M -$1.01M 3 1.87% Reduced
268
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$27.1M +$305K 6 0.59% Increased
269
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$27.1M -$313K 4 0.19% Reduced
270
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$27.1M +$3.5M 5 0.05% Increased
271
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$26.6M +$13.2M 1 0.11% Increased
272
AMF Tjänstepension
AMF Tjänstepension
Sweden
$26.5M $0 1 0.19% Maintained
273
Eventide Asset Management
Eventide Asset Management
Massachusetts
$26.4M $0 1 0.46% Maintained
274
HighTower Advisors
HighTower Advisors
Illinois
$26.3M +$236K 11 0.04% Increased
275
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$26.2M -$12.4M 4 0.16% Reduced