← 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
$26.5M +$530K 15 0.24% Increased
277
TPSF
Texas Permanent School Fund
Texas
$26.5M +$7.34M 11 0.26% Increased
278
Artisan Partners
Artisan Partners
Wisconsin
$26.1M -$439K 1 0.04% Reduced
279
F1I
Fund 1 Investments
Puerto Rico
$26.1M +$16.4M 3 8.95% Increased
280
T
TOBAM
France
$25.9M -$3.48M 3 1.71% Reduced
281
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$25.9M +$750K 11 0.15% Increased
282
CISOA
Capital Investment Services of America
Wisconsin
$25.5M -$2.49M 1 3.08% Reduced
283
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$25.4M +$697K 2 0.1% Increased
284
Eventide Asset Management
Eventide Asset Management
Massachusetts
$25.3M $0 1 0.46% Maintained
285
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$25.1M -$4.63M 1 0.29% Reduced
286
ProShare Advisors
ProShare Advisors
Maryland
$25M +$1.1M 12 0.08% Increased
287
Emerald Advisers
Emerald Advisers
Pennsylvania
$24.6M -$684K 3 1.18% Reduced
288
Norinchukin Bank
Norinchukin Bank
Japan
$24.5M +$2.01M 4 0.48% Increased
289
Railway Pension Investments
Railway Pension Investments
United Kingdom
$24.4M +$4.33M 2 0.25% Increased
290
Osaic Holdings
Osaic Holdings
Arizona
$24.4M -$1.07M 20 0.05% Reduced
291
GAMCO Investors
GAMCO Investors
Connecticut
$24.3M -$8.85M 5 0.26% Reduced
292
Royal London Asset Management
Royal London Asset Management
United Kingdom
$24M -$235K 4 0.1% Reduced
293
Trillium Asset Management
Trillium Asset Management
Massachusetts
$24M +$85.4K 1 0.7% Increased
294
Candriam SCA
Candriam SCA
Luxembourg
$23.9M +$5.49M 5 0.17% Increased
295
TimesSquare Capital Management
TimesSquare Capital Management
New York
$23.9M -$12.4M 1 0.35% Reduced
296
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$23.8M +$9.29M 5 0.63% Increased
297
AE Wealth Management
AE Wealth Management
Kansas
$23.8M +$5.59M 6 0.15% Increased
298
EHI
Eagle Health Investments
Connecticut
$23.8M $0 1 4.63% Maintained
299
Becker Capital Management
Becker Capital Management
Oregon
$23.7M -$1.44M 1 0.94% Reduced
300
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$23.4M -$1.95M 10 0.17% Reduced