← 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
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$24M -$5.29M 14 0.07% Reduced
252
SP
Solel Partners
Massachusetts
$24M +$2.02M 1 3.88% Increased
253
ICM
Invenomic Capital Management
Massachusetts
$24M +$10.8M 3 1.12% Increased
254
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$23.7M +$9.38M 6 0.04% Increased
255
IAM
Iridian Asset Management
Connecticut
$23.7M -$6.49M 1 8.71% Reduced
256
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$23.7M +$2.52M 4 0.02% Increased
257
Vest Financial
Vest Financial
Virginia
$23.6M +$13.9M 1 0.3% Increased
258
SAM
Southeastern Asset Management
Tennessee
$23.2M +$22.3M 2 1.03% Increased
259
Palisade Capital Management
Palisade Capital Management
New Jersey
$22.8M -$2.97M 1 0.68% Reduced
260
Arbejdsmarkedets Tillaegspension
Arbejdsmarkedets Tillaegspension
$22.7M +$24.1M 1 0.58% New
261
Integral Health Asset Management
Integral Health Asset Management
New York
$22.4M +$669K 2 1.11% Increased
262
DJSG
D.J. St. Germain
Massachusetts
$22.3M +$7.63K 5 0.87% Increased
263
AT
Avalon Trust
New Mexico
$22.3M +$214K 2 1.44% Increased
264
Allspring Global Investments
Allspring Global Investments
North Carolina
$22.2M -$17.5M 9 0.04% Reduced
265
Y-Intercept (HK)
Y-Intercept (HK)
Hong Kong
$22.2M -$3.83M 8 0.5% Reduced
266
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
$21.8M +$21.6M 1 0.02% New
267
Susquehanna Portfolio Strategies
Susquehanna Portfolio Strategies
Pennsylvania
$21.7M +$6.85M 6 0.34% Increased
268
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$21.3M +$318K 5 0.17% Increased
269
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$21M -$2.41M 15 0.07% Reduced
270
Comerica Bank
Comerica Bank
Texas
$20.6M +$2.07M 13 0.08% Increased
271
UniSuper Management
UniSuper Management
Australia
$20.4M -$1.15M 4 0.12% Reduced
272
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$20.4M +$4.19M 2 0.47% Increased
273
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$20.2M -$3.18M 5 0.07% Reduced
274
Första AP-fonden
Första AP-fonden
Sweden
$20.2M +$139K 2 0.12% Increased
275
RP
Regal Partners
Australia
$19.9M +$10.6M 2 1.15% Increased