← 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
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$18.5M -$301K 4 0.15% Reduced
277
AMF Tjänstepension
AMF Tjänstepension
Sweden
$18.5M +$19.9M 1 0.17% New
278
FCI
Financial Counselors Inc
Kansas
$18.2M -$2.38M 4 0.53% Reduced
279
NSCM
New South Capital Management
Tennessee
$18M -$84.9K 1 0.69% Reduced
280
RIG
Roosevelt Investment Group
New York
$17.9M +$1.96M 2 1.45% Increased
281
AA
Antipodean Advisors
New York
$17.5M $0 1 6.4% Maintained
282
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$17.3M -$403K 3 0.86% Reduced
283
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$16.8M -$5.15M 5 0.24% Reduced
284
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$16.6M +$1.17M 4 0.18% Increased
285
TCM
Tekla Capital Management
Massachusetts
$16.6M +$14.6M 1 0.62% Increased
286
Glenview Capital Management
Glenview Capital Management
New York
$16.6M -$50.7M 1 0.52% Reduced
287
VCM
Vigilant Capital Management
Maine
$16.4M +$634K 3 1.8% Increased
288
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$16.4M +$119K 2 0.12% Increased
289
PR
Payden & Rygel
California
$16.3M -$7.4M 1 0.97% Reduced
290
Nomura Holdings
Nomura Holdings
Japan
$16.2M +$2.58M 5 0.04% Increased
291
Cookson Peirce & Co
Cookson Peirce & Co
Pennsylvania
$16.2M +$2.61M 2 1.21% Increased
292
Achmea Investment Management
Achmea Investment Management
Netherlands
$16M -$380K 4 0.67% Reduced
293
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$15.7M -$7.4M 3 0.37% Reduced
294
Guggenheim Capital
Guggenheim Capital
Illinois
$15.7M -$2.73M 8 0.11% Reduced
295
MFWM
Motley Fool Wealth Management
Virginia
$15.6M +$481K 1 0.81% Increased
296
SGCIA
Smith Graham & Co Investment Advisors
Texas
$15.6M -$7.37M 1 1.77% Reduced
297
NIP
Nicholas Investment Partners
California
$15.6M +$12M 3 1.68% Increased
298
CAM
Cormorant Asset Management
Massachusetts
$15.5M -$3.08M 1 0.6% Reduced
299
Capital Wealth Planning
Capital Wealth Planning
Florida
$15.3M +$38.6K 2 0.76% Increased
300
TPSF
Texas Permanent School Fund
Texas
$15.3M +$980K 8 0.21% Increased