← 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
326
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$10.4M -$65.6K 8 0.08% Reduced
327
WEO
William E. Oberndorf
$10.3M $0 1 10.54% Maintained
328
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University
California
$10.3M +$9.77M 1 1.04% New
329
DL
Delta Lloyd
Netherlands
$10.2M +$174K 3 0.29% Increased
330
Nomura Holdings
Nomura Holdings
Japan
$10.2M -$1.88M 5 0.03% Reduced
331
USAA
United Services Automobile Association
Texas
$10.1M +$427K 4 0.03% Increased
332
Tocqueville Asset Management
Tocqueville Asset Management
New York
$10M -$217K 2 0.12% Reduced
333
FP
Foundry Partners
Minnesota
$10M +$1.65M 1 0.41% Increased
334
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$10M -$687K 4 0.02% Reduced
335
KIC
Keating Investment Counselors
Florida
$9.98M -$64.8K 2 4.37% Reduced
336
Tredje AP-fonden
Tredje AP-fonden
Sweden
$9.94M -$1.09M 3 0.37% Reduced
337
BC
Beaconlight Capital
New York
$9.81M -$8.54M 1 7.89% Reduced
338
MC
Menta Capital
California
$9.54M +$3.56M 4 1.13% Increased
339
PGCM
Prescott Group Capital Management
Oklahoma
$9.54M +$624K 2 2% Increased
340
Municipal Employees' Retirement System of Michigan
Municipal Employees' Retirement System of Michigan
Michigan
$9.46M -$2.32M 7 0.47% Reduced
341
KTA
Keeley-Teton Advisors
Illinois
$9.38M +$65.6K 3 0.45% Increased
342
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$9.29M -$1.67M 1 0% Reduced
343
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$9.24M +$1.52M 3 0.19% Increased
344
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$8.96M +$6.42M 2 0.16% Increased
345
Truist Financial
Truist Financial
North Carolina
$8.9M +$1.39M 2 0.18% Increased
346
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
$8.8M -$1.09M 5 0.36% Reduced
347
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$8.75M +$1.72M 4 0.03% Increased
348
NEI
Northwest & Ethical Investments
Ontario, Canada
$8.75M +$528K 4 0.59% Increased
349
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$8.75M +$454K 5 0.6% Increased
350
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
$8.73M $0 1 0.01% Maintained