← 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
DCM
Dupont Capital Management
Delaware
$10.3M -$1.12M 3 0.19% Reduced
277
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$10.3M -$846K 3 0.07% Reduced
278
1WCM
12 West Capital Management
New York
$10.3M -$10.2M 1 1.28% Reduced
279
SHA
Smith Hayes Advisers
Nebraska
$10.2M +$76.8K 1 2.13% Increased
280
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$10.2M -$128K 3 0.18% Reduced
281
ProShare Advisors
ProShare Advisors
Maryland
$10.2M -$3.21M 5 0.12% Reduced
282
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$10.2M +$698K 5 0.15% Increased
283
NG
NatWest Group
United Kingdom
$10.1M -$1.19M 1 0.09% Reduced
284
Veritas Asset Management
Veritas Asset Management
United Kingdom
$10.1M -$4.96M 1 0.16% Reduced
285
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$10M -$171K 6 0.24% Reduced
286
Royal London Asset Management
Royal London Asset Management
United Kingdom
$10M +$2.17M 2 0.19% Increased
287
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$9.9M -$712K 4 0.21% Reduced
288
AAM
Auxier Asset Management
Oregon
$9.88M -$34.5K 2 1.97% Reduced
289
IRF
IBM Retirement Fund
New York
$9.85M +$669K 4 0.19% Increased
290
Mutual of America Capital Management
Mutual of America Capital Management
New York
$9.85M +$82.5K 6 0.22% Increased
291
RC
Reik & Co
New York
$9.83M -$63.1K 1 3.12% Reduced
292
City National Bank
City National Bank
Delaware
$9.83M -$2.05M 1 0.09% Reduced
293
National Pension Service
National Pension Service
South Korea
$9.8M -$1.46M 2 0.17% Reduced
294
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$9.56M -$12.8M 2 0.03% Reduced
295
DVM
Dreman Value Management
Florida
$9.56M +$416K 1 0.79% Increased
296
Azimuth Capital Management
Azimuth Capital Management
Michigan
$9.31M -$24.9K 2 0.96% Reduced
297
CIC
Cornercap Investment Counsel
Georgia
$9.17M -$272K 1 1.58% Reduced
298
AT
Acadia Trust
Maine
$9.1M +$10.2K 1 3.12% Increased
299
Oppenheimer & Co
Oppenheimer & Co
New York
$8.99M -$592K 4 0.26% Reduced
300
EBIM
Eagle Boston Investment Management
Massachusetts
$8.93M -$1.95M 1 0.59% Reduced