← 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
351
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
$10.4M $0 1 0.01% Maintained
352
Engineers Gate Manager
Engineers Gate Manager
New York
$10.4M +$2.3M 7 0.49% Increased
353
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$10.3M +$12.8M 1 0.2% New
354
MSA
Mason Street Advisors
Wisconsin
$10.3M -$263K 8 0.2% Reduced
355
Första AP-fonden
Första AP-fonden
Sweden
$10.1M +$1.76M 4 0.21% Increased
356
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$10.1M -$404K 3 0.07% Reduced
357
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$10.1M -$18M 4 0.12% Reduced
358
PEAK6 Investments
PEAK6 Investments
Illinois
$9.94M +$3.98M 6 0.02% Increased
359
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$9.82M -$1.5M 2 0.06% Reduced
360
LMR Partners
LMR Partners
United Kingdom
$9.68M +$2.68M 2 0.2% Increased
361
RC
Reik & Co
New York
$9.49M -$11.5K 1 2.42% Reduced
362
LOAMS
Lombard Odier Asset Management (Switzerland)
Switzerland
$9.37M +$9.41M 2 0.99% New
363
Woodline Partners
Woodline Partners
California
$9.35M +$9.26M 3 0.31% New
364
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$9.23M +$1.91M 5 0.4% Increased
365
CF
CNA Financial
Illinois
$9.17M +$7.66M 3 3.37% Increased
366
Braun Stacey Associates
Braun Stacey Associates
New York
$9.12M +$9.6M 1 0.49% New
367
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$9.03M -$1.75M 2 0.18% Reduced
368
Whittier Trust
Whittier Trust
California
$9.02M +$11.7K 7 0.21% Increased
369
ET
Equitable Trust
Tennessee
$9.02M -$312K 3 0.77% Reduced
370
Susquehanna Fundamental Investments
Susquehanna Fundamental Investments
Pennsylvania
$8.94M +$8.04M 4 0.27% Increased
371
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$8.9M +$7.47M 2 0.13% Increased
372
2L
22NW LP
Washington
$8.84M $0 1 4.48% Maintained
373
PAI
Pittenger & Anderson Inc
Nebraska
$8.8M +$406K 3 0.56% Increased
374
WesBanco Bank
WesBanco Bank
West Virginia
$8.73M +$67.9K 2 0.4% Increased
375
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$8.64M -$686K 4 0.02% Reduced