← 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
101
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$76.5M -$2.54M 10 0.08% Reduced
102
Giverny Capital
Giverny Capital
Quebec, Canada
$75.5M +$32.7M 1 2.54% Increased
103
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$74.4M +$7.4M 17 0.01% Increased
104
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$74.1M -$548K 15 0.07% Reduced
105
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$73.2M +$26.8M 7 0.14% Increased
106
Douglas Lane & Associates
Douglas Lane & Associates
New York
$72.6M +$10.9M 1 0.99% Increased
107
Aristotle Capital Management
Aristotle Capital Management
California
$71M +$60.5M 1 0.15% Increased
108
Nomura Asset Management International
Nomura Asset Management International
Pennsylvania
$69.7M -$5.47M 4 0.1% Reduced
109
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$69.5M -$3.78M 3 1.25% Reduced
110
Credit Agricole
Credit Agricole
France
$69.2M +$11.7M 5 0.14% Increased
111
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$68.2M +$103K 2 0.04% Increased
112
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$66.4M -$34.2M 1 0.94% Reduced
113
Prudential Financial
Prudential Financial
New Jersey
$65.3M +$1.12M 14 0.07% Increased
114
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$65.3M +$16.2M 8 0.17% Increased
115
TIA
Tandem Investment Advisors
South Carolina
$64.3M -$22.2M 1 4.31% Reduced
116
Holocene Advisors
Holocene Advisors
New York
$63.6M +$26.5M 4 0.14% Increased
117
Welch & Forbes
Welch & Forbes
Massachusetts
$62.8M -$907K 1 0.76% Reduced
118
SEI Investments
SEI Investments
Pennsylvania
$62.7M -$71.2K 12 0.06% Reduced
119
Todd Asset Management
Todd Asset Management
Kentucky
$62.5M -$13.6M 3 1.11% Reduced
120
Tidal Investments
Tidal Investments
Wisconsin
$61.7M -$693K 6 0.11% Reduced
121
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$60.2M -$14.2M 10 0.03% Reduced
122
Aviva
Aviva
United Kingdom
$59.9M -$18M 4 0.09% Reduced
123
Aberdeen Group
Aberdeen Group
United Kingdom
$59.8M -$9.13M 3 0.08% Reduced
124
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$59.2M +$8.68M 10 0.08% Increased
125
AustralianSuper
AustralianSuper
Australia
$57.8M -$28.6M 1 0.25% Reduced