← 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
DP
Dundas Partners
United Kingdom
$21.6M +$19.9M 1 1.7% New
302
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$21.5M +$4.69M 7 0.16% Increased
303
Empowered Funds
Empowered Funds
Pennsylvania
$21.3M +$3M 8 0.38% Increased
304
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$21.2M +$29.5K 5 0.11% Increased
305
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$21.2M -$18.5M 7 0.16% Reduced
306
HAM
Harber Asset Management
North Carolina
$21M -$848K 1 5.12% Reduced
307
Trillium Asset Management
Trillium Asset Management
Massachusetts
$21M +$139K 1 0.53% Increased
308
Guggenheim Capital
Guggenheim Capital
Illinois
$20.9M +$1.56M 9 0.15% Increased
309
Illinois Municipal Retirement Fund
Illinois Municipal Retirement Fund
Illinois
$20.7M -$3.87M 10 0.32% Reduced
310
Pathstone Holdings
Pathstone Holdings
New Jersey
$20.5M +$6.04M 8 0.1% Increased
311
AG
Avala Global
New York
$19.9M -$57.5M 1 1.45% Reduced
312
T
TOBAM
France
$19.9M -$2.71M 3 1.78% Reduced
313
DJSG
D.J. St. Germain
Massachusetts
$19.8M +$66.5K 5 0.97% Increased
314
Panagora Asset Management
Panagora Asset Management
Massachusetts
$19.8M -$259K 6 0.1% Reduced
315
Vestcor Inc
Vestcor Inc
New Brunswick, Canada
$19.8M +$191K 12 0.68% Increased
316
Första AP-fonden
Första AP-fonden
Sweden
$19.4M +$3.54M 4 0.16% Increased
317
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$19.3M +$4.27M 5 0.13% Increased
318
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$19.1M +$4.14M 4 0.09% Increased
319
Osaic Holdings
Osaic Holdings
Arizona
$19M -$9.99M 20 0.04% Reduced
320
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$18.9M -$920K 11 0.22% Reduced
321
Cerity Partners
Cerity Partners
New York
$18.8M +$3.99M 11 0.05% Increased
322
AT
Avalon Trust
New Mexico
$18.8M +$17.4M 2 1.54% Increased
323
Railway Pension Investments
Railway Pension Investments
United Kingdom
$18.7M -$555K 2 0.18% Reduced
324
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$18.7M +$1.71M 2 0.56% Increased
325
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$18.6M +$713K 12 0.17% Increased
11 12
13
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