← 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
Arizona State Retirement System
Arizona State Retirement System
Arizona
$24.7M +$579K 15 0.24% Increased
277
Korea Investment Corp
Korea Investment Corp
South Korea
$24.7M -$5.75M 4 0.08% Reduced
278
Osaic Holdings
Osaic Holdings
Arizona
$24.6M -$813K 21 0.05% Reduced
279
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$24.5M +$75.7K 11 0.15% Increased
280
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$24.2M -$1.77M 13 0.11% Reduced
281
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$23.8M +$5.19M 2 0.09% Increased
282
NM
Newtyn Management
New York
$23.4M +$3.4M 2 4.83% Increased
283
Palisade Capital Management
Palisade Capital Management
New Jersey
$23.2M -$591K 1 0.62% Reduced
284
LOAMS
Lombard Odier Asset Management (Switzerland)
Switzerland
$23.1M -$613K 3 1.85% Reduced
285
BGI
BlueDrive Global Investors
United Kingdom
$23.1M -$20.4M 2 36.64% Reduced
286
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$23M +$3.27M 12 0.2% Increased
287
Royal London Asset Management
Royal London Asset Management
United Kingdom
$23M +$920K 4 0.1% Increased
288
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University
California
$22.6M $0 1 2.29% Maintained
289
GW&K Investment Management
GW&K Investment Management
Massachusetts
$22.3M +$2.51M 2 0.23% Increased
290
ProShare Advisors
ProShare Advisors
Maryland
$22.3M -$535K 12 0.08% Reduced
291
Pacer Advisors
Pacer Advisors
Pennsylvania
$22.2M +$17.1M 7 0.11% Increased
292
VSI
Verde Servicos Internacionais
Brazil
$21.9M +$20.5M 1 7.54% New
293
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$21.9M -$2.26M 4 0.24% Reduced
294
Guggenheim Capital
Guggenheim Capital
Illinois
$21.6M +$78.1K 10 0.19% Increased
295
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$21.6M +$3.58M 2 1.34% Increased
296
Becker Capital Management
Becker Capital Management
Oregon
$21.5M -$4.24M 1 1% Reduced
297
Norinchukin Bank
Norinchukin Bank
Japan
$21.3M -$5.88M 4 0.46% Reduced
298
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$21M -$3.04M 3 0.23% Reduced
299
Panagora Asset Management
Panagora Asset Management
Massachusetts
$20.9M -$2.71M 10 0.14% Reduced
300
KBC Group
KBC Group
Belgium
$20.7M +$5.21M 11 0.1% Increased