← 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
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$26.2M -$990K 4 0.23% Reduced
277
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$26.2M +$11.3M 9 0.14% Increased
278
LOAME
Lombard Odier Asset Management (Europe)
United Kingdom
$26.2M -$4.55M 3 1.11% Reduced
279
ALPS Advisors
ALPS Advisors
Colorado
$26M -$1.65M 3 0.17% Reduced
280
Arizona State Retirement System
Arizona State Retirement System
Arizona
$26M +$861K 13 0.16% Increased
281
RPAM
Rhenman & Partners Asset Management
Sweden
$25.7M +$18.2M 1 2.09% Increased
282
Cerity Partners
Cerity Partners
New York
$25.6M +$5.89M 10 0.06% Increased
283
Meyer Handelman Company
Meyer Handelman Company
New York
$25.6M -$1.6M 3 0.86% Reduced
284
Norinchukin Bank
Norinchukin Bank
Japan
$25.1M -$2.6M 4 0.59% Reduced
285
Walleye Capital
Walleye Capital
New York
$24.9M +$1.72M 13 0.05% Increased
286
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$24.7M $0 13 0.1% Maintained
287
Mediolanum International Funds
Mediolanum International Funds
Ireland
$24.3M +$9.99M 3 0.34% Increased
288
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$24.1M -$384K 8 0.12% Reduced
289
First Eagle Investment Management
First Eagle Investment Management
New York
$24M -$1.48M 3 0.05% Reduced
290
Glenmede Trust
Glenmede Trust
Pennsylvania
$23.8M +$15.7M 6 0.11% Increased
291
Quantinno Capital Management
Quantinno Capital Management
New York
$23.8M +$10.5M 5 0.31% Increased
292
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$23.5M +$1.94M 7 0.04% Increased
293
Första AP-fonden
Första AP-fonden
Sweden
$23.3M +$4.4M 3 0.18% Increased
294
US Bancorp
US Bancorp
Minnesota
$23.2M -$4.03M 15 0.03% Reduced
295
AT
Avalon Trust
New Mexico
$23.1M -$106K 1 1.71% Reduced
296
SIM
SW Investment Management
Colorado
$23.1M +$215K 1 6.1% Increased
297
Palisade Capital Management
Palisade Capital Management
New Jersey
$22.9M -$1.36M 1 0.61% Reduced
298
DJSG
D.J. St. Germain
Massachusetts
$22.8M -$1.33M 4 1.05% Reduced
299
Fidelity National Financial
Fidelity National Financial
Florida
$22.7M +$6.6M 1 0.42% Increased
300
Nomura Asset Management
Nomura Asset Management
Japan
$22.6M +$877K 7 0.07% Increased