← 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
$21.9M -$73.6K 4 0.15% Reduced
277
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$21.7M -$7.33M 4 0.17% Reduced
278
LOAMS
Lombard Odier Asset Management (Switzerland)
Switzerland
$21.6M +$9.39M 1 2.44% Increased
279
AMF Tjänstepension
AMF Tjänstepension
Sweden
$21.6M -$1.26M 1 0.18% Reduced
280
SG Americas Securities
SG Americas Securities
New York
$21.3M +$4.31M 13 0.11% Increased
281
Alyeska Investment Group
Alyeska Investment Group
Illinois
$21.1M -$28.5M 1 0.3% Reduced
282
PineBridge Investments
PineBridge Investments
New York
$21.1M +$4.41M 4 0.32% Increased
283
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$21.1M -$26.9M 10 0.57% Reduced
284
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$21M -$4.03M 8 0.27% Reduced
285
PFC
Poplar Forest Capital
California
$20.9M -$3.66M 1 2.45% Reduced
286
RIG
Roosevelt Investment Group
New York
$20.8M -$29.3K 2 1.48% Reduced
287
Artemis Investment Management
Artemis Investment Management
United Kingdom
$20.4M -$34.2M 2 0.21% Reduced
288
Gotham Asset Management
Gotham Asset Management
New York
$20.3M -$7.01M 7 0.67% Reduced
289
Engineers Gate Manager
Engineers Gate Manager
New York
$20.3M +$6.99M 11 0.88% Increased
290
NIP
Nicholas Investment Partners
California
$20.2M -$1.72M 2 1.56% Reduced
291
STCG
Speece Thorson Capital Group
Minnesota
$19.9M +$680K 1 4.73% Increased
292
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$19.6M -$428K 4 0.19% Reduced
293
MFWM
Motley Fool Wealth Management
Virginia
$19.6M +$209K 1 0.87% Increased
294
Panagora Asset Management
Panagora Asset Management
Massachusetts
$19.4M -$5M 10 0.12% Reduced
295
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$19.4M +$1.43M 9 0.12% Increased
296
FCI
Financial Counselors Inc
Kansas
$19.3M +$396K 5 0.48% Increased
297
Achmea Investment Management
Achmea Investment Management
Netherlands
$19.1M -$995K 4 0.69% Reduced
298
TIA
Tandem Investment Advisors
South Carolina
$19M +$1.56M 1 2.04% Increased
299
CAM
Cormorant Asset Management
Massachusetts
$18.8M -$3.27M 1 0.45% Reduced
300
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$18.2M +$16.7M 7 0.05% Increased