← 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
126
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$67.5M -$17M 6 0.18% Reduced
127
HRT Financial
HRT Financial
New York
$66.8M +$35.8M 11 0.21% Increased
128
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$65.9M -$51.3M 1 0.86% Reduced
129
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$62.5M +$8.55M 3 0.21% Increased
130
Andra AP-fonden
Andra AP-fonden
Sweden
$61.5M -$27.9M 2 0.76% Reduced
131
VSCP
Vesey Street Capital Partners
New York
$60M $0 1 100% Maintained
132
Ilex Capital Partners
Ilex Capital Partners
United Kingdom
$59.3M +$37.2M 1 1.67% Increased
133
Canada Life
Canada Life
Manitoba, Canada
$59.1M +$3.58M 7 0.1% Increased
134
National Pension Service
National Pension Service
South Korea
$58.7M -$612K 1 0.04% Reduced
135
Pictet Asset Management
Pictet Asset Management
Switzerland
$57.6M -$5.23M 9 0.06% Reduced
136
Banque de Luxembourg Investments (BLI)
Banque de Luxembourg Investments (BLI)
Luxembourg
$57.5M -$3.92M 2 1.69% Reduced
137
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$57.4M +$32.9M 11 0.04% Increased
138
Eurizon Capital SGR SpA
Eurizon Capital SGR SpA
$57.2M +$60.8M 6 0.18% New
139
SPM
Sycamore Partners Management
New York
$57.1M $0 1 98.16% Maintained
140
Giverny Capital
Giverny Capital
Quebec, Canada
$56.7M -$7.67K 1 1.89% Reduced
141
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$56.2M -$1.41M 13 0.1% Reduced
142
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$53.4M +$6.81M 12 0.12% Increased
143
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$53.3M -$296K 10 0.1% Reduced
144
KeyBank National Association
KeyBank National Association
Ohio
$52.9M +$2.75M 6 0.19% Increased
145
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$52.9M +$10.7M 3 0.04% Increased
146
Todd Asset Management
Todd Asset Management
Kentucky
$51.8M +$2.25M 2 1.01% Increased
147
Douglas Lane & Associates
Douglas Lane & Associates
New York
$50.8M -$3.85M 1 0.7% Reduced
148
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$50.7M -$5.49M 17 0.07% Reduced
149
B
Braidwell
Connecticut
$49.9M -$32.8M 1 1.6% Reduced
150
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$49.8M +$1.13M 10 0.37% Increased