← 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
301
FCI
Financial Counselors Inc
Kansas
$19.5M +$308K 4 0.46% Increased
302
RCW
Rheos Capital Works
Japan
$19.5M -$1.66M 2 1.46% Reduced
303
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$19.4M +$11.1M 2 0.08% Increased
304
Andra AP-fonden
Andra AP-fonden
Sweden
$19.2M +$20.6M 3 0.55% New
305
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$19.1M +$2.74M 11 0.2% Increased
306
ACM
AREX Capital Management
New York
$19M -$734K 1 11.65% Reduced
307
Railway Pension Investments
Railway Pension Investments
United Kingdom
$19M -$7.84M 2 0.19% Reduced
308
Korea Investment Corp
Korea Investment Corp
South Korea
$18.7M +$187K 3 0.06% Increased
309
Guggenheim Capital
Guggenheim Capital
Illinois
$18.7M -$1.2M 11 0.15% Reduced
310
Caption Management
Caption Management
Oklahoma
$18.6M +$20M 4 0.26% Increased
311
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$18.5M +$10.1M 14 0.05% Increased
312
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$18.4M +$5.31M 4 0.21% Increased
313
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$18.3M +$1.56M 5 0.13% Increased
314
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$18.1M -$779K 9 0.05% Reduced
315
SHI
SV Health Investors
Massachusetts
$17.9M -$4.82M 1 40.94% Reduced
316
Panagora Asset Management
Panagora Asset Management
Massachusetts
$17.9M +$6.36M 8 0.12% Increased
317
First Eagle Investment Management
First Eagle Investment Management
New York
$17.8M +$15.7M 4 0.05% Increased
318
Acadian Asset Management
Acadian Asset Management
Massachusetts
$17.6M +$996K 8 0.09% Increased
319
MFWM
Motley Fool Wealth Management
Virginia
$17.5M -$578K 1 1.1% Reduced
320
AMF Tjänstepension
AMF Tjänstepension
Sweden
$17.5M -$292K 1 0.17% Reduced
321
TPSF
Texas Permanent School Fund
Texas
$17.3M +$1.44M 11 0.28% Increased
322
EHI
Eagle Health Investments
Connecticut
$17.2M +$3.57M 1 4.01% Increased
323
MFAM
Motley Fool Asset Management
Virginia
$16.9M -$815K 1 1.59% Reduced
324
Swiss Life Asset Management
Swiss Life Asset Management
$16.7M +$5.95M 4 0.27% Increased
325
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$16.6M +$5.99M 7 0.07% Increased