← 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
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$16.6M -$1.56M 11 0.25% Reduced
327
MFS
Mirabella Financial Services
United Kingdom
$16.5M +$15.5M 5 1.63% Increased
328
WA
Watchtower Advisors
Connecticut
$16.5M +$4.23M 1 11.24% Increased
329
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$16.4M +$212K 10 0.04% Increased
330
Nomura Asset Management
Nomura Asset Management
Japan
$16.3M -$13M 8 0.1% Reduced
331
KBC Group
KBC Group
Belgium
$16.3M -$746K 12 0.08% Reduced
332
FTCM
Fir Tree Capital Management
New York
$16.2M -$341K 1 0.51% Reduced
333
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$16.2M +$10.6M 1 0.37% Increased
334
Channing Capital Management
Channing Capital Management
Illinois
$16.1M +$1.65M 1 0.53% Increased
335
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$16.1M -$4.25M 7 0.3% Reduced
336
Första AP-fonden
Första AP-fonden
Sweden
$16M +$3.54M 3 0.21% Increased
337
HAM
Harber Asset Management
North Carolina
$15.8M -$4.17M 1 4.85% Reduced
338
GEH
General Equity Holdings
New York
$15.8M -$1.16M 1 19.61% Reduced
339
Mutual of America Capital Management
Mutual of America Capital Management
New York
$15.7M +$2.86M 12 0.2% Increased
340
USS Investment Management
USS Investment Management
United Kingdom
$15.5M -$1.28M 4 0.15% Reduced
341
Royce & Associates
Royce & Associates
New York
$15.5M -$3.01M 5 0.16% Reduced
342
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$15.4M +$1.45M 1 0.24% Increased
343
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$15.3M -$1.72M 3 0.02% Reduced
344
Fenimore Asset Management
Fenimore Asset Management
New York
$15.2M -$77.1K 1 0.43% Reduced
345
M&T Bank
M&T Bank
New York
$15.2M +$1.84M 6 0.07% Increased
346
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$15M -$1.12M 3 0.21% Reduced
347
Los Angeles Capital Management
Los Angeles Capital Management
California
$14.9M +$807K 7 0.07% Increased
348
LP
Lexington Partners
New York
$14.8M $0 1 7.64% Maintained
349
Azimuth Capital Investment Management
Azimuth Capital Investment Management
Michigan
$14.7M +$14.9M 3 0.74% New
350
SG Americas Securities
SG Americas Securities
New York
$14.6M +$4.65M 17 0.16% Increased
12 13
14
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