← 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
276	Fjarde Ap-fonden Stockholm, Sweden	$11.2M	+$254K	4	0.22%	Increased
277	Public Employees Retirement Association of Colorado Denver, Colorado	$11.2M	-$11.6K	8	0.1%	Reduced
278	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$11.1M	+$227K	5	0.04%	Increased
279	BCMU BlueCrest Capital Management (UK) St. Peter Port, Guernsey	$11.1M	+$10.2M	3	0.63%	Increased
280	Nomura Asset Management Tokyo, Japan	$11M	-$1.52M	4	0.2%	Reduced
281	SCM Stevens Capital Management Radnor, Pennsylvania	$11M	-$5.03M	4	0.3%	Reduced
282	SFM Stack Financial Management Whitefish, Montana	$11M	+$11.1M	1	1.41%	New
283	Placemark Investments Chicago, Illinois	$10.8M	-$1.75M	7	0.21%	Reduced
284	Sculptor Capital New York	$10.8M	+$968K	3	0.04%	Increased
285	Kennedy Capital Management St Louis, Missouri	$10.7M	-$7.54M	3	0.2%	Reduced
286	RG Renaissance Group Covington, Kentucky	$10.6M	-$2.02M	1	0.42%	Reduced
287	SH SeaTown Holdings Singapore	$10.6M	+$10.5M	1	3.95%	New
288	MIU Man Investments (UK) London, United Kingdom	$10.5M	+$4.28M	5	0.92%	Increased
289	PAIM Punch & Associates Investment Management Edina, Minnesota	$10.4M	-$165K	1	1.42%	Reduced
290	Brandywine Global Investment Management Philadelphia, Pennsylvania	$10.4M	+$3.21M	2	0.09%	Increased
291	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$10.3M	-$1.82M	4	0.06%	Reduced
292	FCI Financial Counselors Inc Overland Park, Kansas	$10.3M	+$929K	1	0.74%	Increased
293	Mackenzie Financial Toronto Ontario, Ontario, Canada	$10.2M	+$522K	2	0.05%	Increased
294	CISOA Capital Investment Services of America Milwaukee, Wisconsin	$10.1M	+$79.7K	1	2.54%	Increased
295	Veritas Asset Management London, United Kingdom	$10.1M	+$1.12M	1	0.18%	Increased
296	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$9.94M	-$353K	3	0.06%	Reduced
297	SGA Sector Gamma AS Oslo, Norway	$9.88M	+$216K	1	2.37%	Increased
298	OrbiMed New York	$9.85M	$0	1	0.12%	Maintained
299	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$9.63M	+$2.2M	5	0.31%	Increased
300	IRF IBM Retirement Fund Armonk, New York	$9.51M	-$5.65M	4	0.19%	Reduced