← 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
Canada Life
Canada Life
Manitoba, Canada
$58.6M +$3.44M 7 0.11% Increased
127
Yacktman Asset Management
Yacktman Asset Management
Texas
$56.6M +$45M 2 0.75% Increased
128
Banque de Luxembourg Investments (BLI)
Banque de Luxembourg Investments (BLI)
Luxembourg
$56.5M $0 2 1.69% Maintained
129
Freestone Grove Partners
Freestone Grove Partners
California
$56.3M +$36.3M 5 0.4% Increased
130
Credit Agricole
Credit Agricole
France
$55.7M +$23.5M 6 0.15% Increased
131
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$54.9M -$49.1M 7 0.06% Reduced
132
National Pension Service
National Pension Service
South Korea
$54.7M +$60.3K 1 0.04% Increased
133
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$54.7M +$6.96M 17 0.08% Increased
134
Eurizon Capital SGR SpA
Eurizon Capital SGR SpA
$53.7M -$1.43M 6 0.17% Reduced
135
Giverny Capital
Giverny Capital
Quebec, Canada
$51.6M -$1.34M 1 1.89% Reduced
136
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$51.2M -$1.72M 12 0.1% Reduced
137
Squarepoint
Squarepoint
New York
$50.3M -$95.2M 14 0.06% Reduced
138
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$50.2M +$23.4M 9 0.16% Increased
139
CCP
Clarkston Capital Partners
Michigan
$50.1M -$77.6M 3 3.82% Reduced
140
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$49.9M -$660K 9 0.1% Reduced
141
Man Group
Man Group
United Kingdom
$48.9M -$52.7M 9 0.09% Reduced
142
KBC Group
KBC Group
Belgium
$48.8M -$75.4M 7 0.12% Reduced
143
DPCM
Doma Perpetual Capital Management
Florida
$48.6M +$1.78M 1 13.04% Increased
144
Tidal Investments
Tidal Investments
Wisconsin
$48.4M -$403K 7 0.1% Reduced
145
PineBridge Investments
PineBridge Investments
New York
$48.3M +$4.4M 3 0.41% Increased
146
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$47.9M -$23.4M 11 0.09% Reduced
147
Trexquant Investment
Trexquant Investment
Connecticut
$47.5M -$9.14M 8 0.34% Reduced
148
Aviso Financial
Aviso Financial
Ontario, Canada
$47.5M +$2.11M 1 1.69% Increased
149
Vaughan David Investments
Vaughan David Investments
Illinois
$47.1M +$1.18M 1 1% Increased
150
Life Cycle Investment Partners
Life Cycle Investment Partners
$46.7M +$19.5M 1 0.3% Increased