← 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
$19.6M -$40.4K 11 0.23% Reduced
327
Nomura Asset Management
Nomura Asset Management
Japan
$19.3M +$1.05M 8 0.09% Increased
328
TCW Group
TCW Group
California
$19.2M +$1.68M 1 0.21% Increased
329
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$19M -$1.3M 9 0.04% Reduced
330
Woodline Partners
Woodline Partners
California
$18.9M -$37.4M 4 0.22% Reduced
331
Mutual of America Capital Management
Mutual of America Capital Management
New York
$18.8M -$2.49M 10 0.21% Reduced
332
CCPM
Cooper Creek Partners Management
New York
$18.4M +$18.8M 1 1.23% New
333
Illinois Municipal Retirement Fund
Illinois Municipal Retirement Fund
Illinois
$18.4M +$1.08M 5 0.37% Increased
334
Robeco Schweiz
Robeco Schweiz
Switzerland
$18.3M -$2.69M 1 0.27% Reduced
335
Zacks Investment Management
Zacks Investment Management
Illinois
$18.3M +$5.31M 5 0.23% Increased
336
LOAMS
Lombard Odier Asset Management (Switzerland)
Switzerland
$18.3M +$5.68M 2 2.59% Increased
337
LOAME
Lombard Odier Asset Management (Europe)
United Kingdom
$18.2M -$7.62M 1 0.86% Reduced
338
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$18.1M -$3.55M 3 0.78% Reduced
339
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$18.1M +$17.1M 7 0.18% Increased
340
RCW
Rheos Capital Works
Japan
$18M +$16.9M 2 0.97% New
341
PVI
Pura Vida Investments
New York
$17.9M -$11.3M 1 2.37% Reduced
342
Royce & Associates
Royce & Associates
New York
$17.8M +$2.76M 5 0.17% Increased
343
Fenimore Asset Management
Fenimore Asset Management
New York
$17.3M -$121K 1 0.43% Reduced
344
ZCM
Ziegler Capital Management
Illinois
$17.3M +$7.35M 5 0.66% Increased
345
USS Investment Management
USS Investment Management
United Kingdom
$17.2M +$3.03M 4 0.2% Increased
346
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$17.1M +$1.99M 2 0.01% Increased
347
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$17.1M -$15.6M 1 0.19% Reduced
348
Castleark Management
Castleark Management
Illinois
$17M -$2.13M 2 0.77% Reduced
349
GAMCO Investors
GAMCO Investors
Connecticut
$17M -$7.03M 4 0.18% Reduced
350
Gotham Asset Management
Gotham Asset Management
New York
$17M +$5.87M 8 0.37% Increased