← 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
National Pension Service
National Pension Service
South Korea
$10.6M +$10.4M 2 0.17% New
277
Aberdeen Asset Management
Aberdeen Asset Management
United Kingdom
$10.6M -$479K 2 0.02% Reduced
278
BKBG
BHF Kleinwort Benson Group
Belgium
$10.6M +$12.5M 3 0.34% Increased
279
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$10.6M -$378K 8 0.09% Reduced
280
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$10.5M -$500K 3 0.07% Reduced
281
Prudential plc
Prudential plc
United Kingdom
$10.4M +$752K 2 0.04% Increased
282
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$10.3M +$2.18M 1 0.31% Increased
283
1919 Investment Counsel
1919 Investment Counsel
Maryland
$10.2M +$208K 4 0.21% Increased
284
HighTower Advisors
HighTower Advisors
Illinois
$10.1M +$275K 5 0.17% Increased
285
C WorldWide Group
C WorldWide Group
Denmark
$10M +$10M 2 0.15% New
286
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$9.99M -$753K 4 0.21% Reduced
287
AAM
Auxier Asset Management
Oregon
$9.97M +$24.7K 2 2.08% Increased
288
ICP
Indus Capital Partners
New York
$9.85M -$7.64M 1 0.97% Reduced
289
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$9.85M -$1.07M 4 0.06% Reduced
290
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$9.55M $0 3 0.18% Maintained
291
RG
Renaissance Group
Kentucky
$9.54M +$978K 1 0.38% Increased
292
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$9.47M +$81.5K 6 0.24% Increased
293
Andra AP-fonden
Andra AP-fonden
Sweden
$9.45M +$511K 3 0.22% Increased
294
TSU
TD Securities (USA)
New York
$9.28M -$133K 2 0.15% Reduced
295
SHA
Smith Hayes Advisers
Nebraska
$9.26M +$231K 2 2.17% Increased
296
Daiwa Securities Group
Daiwa Securities Group
Japan
$9.08M +$8.24M 4 0.07% Increased
297
RCM
Ratan Capital Management
Florida
$9.08M +$8.08M 1 1.67% Increased
298
RC
Reik & Co
New York
$9.04M +$114K 1 3.07% Increased
299
PCM
Palouse Capital Management
Washington
$8.99M -$10.5K 1 3.43% Reduced
300
Oppenheimer & Co
Oppenheimer & Co
New York
$8.99M +$2.04M 4 0.27% Increased