← 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
151
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$38.9M -$3.88M 4 0.37% Reduced
152
SGAM
Smith Group Asset Management
Texas
$38.8M -$2.24M 3 1.12% Reduced
153
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$38.8M +$7.15M 4 0.1% Increased
154
Korea Investment Corp
Korea Investment Corp
South Korea
$38.6M +$129K 4 0.19% Increased
155
HBK Investments
HBK Investments
Texas
$38.2M +$12.7M 2 0.31% Increased
156
DZ Bank
DZ Bank
Germany
$37.8M +$23.1M 5 0.17% Increased
157
Boston Trust Walden
Boston Trust Walden
Massachusetts
$37.8M -$2.37M 3 0.59% Reduced
158
CC
Carlson Capital
Texas
$37.5M +$3.33M 1 0.48% Increased
159
ProShare Advisors
ProShare Advisors
Maryland
$36.8M +$5.6M 6 0.39% Increased
160
Prudential plc
Prudential plc
United Kingdom
$35.6M -$3.18M 4 0.12% Reduced
161
Eaton Vance Management
Eaton Vance Management
Massachusetts
$35.4M +$3.83M 3 0.09% Increased
162
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$35.2M -$570K 9 0.24% Reduced
163
National Pension Service
National Pension Service
South Korea
$35.2M +$11.2M 3 0.24% Increased
164
EC
Engaged Capital
California
$35M +$735K 1 8.89% Increased
165
PTC
Philadelphia Trust Company
Pennsylvania
$34.8M -$5.96M 2 2.86% Reduced
166
Aperio Group
Aperio Group
California
$34.2M +$1.88M 10 0.23% Increased
167
SG Americas Securities
SG Americas Securities
New York
$33.8M +$21.3M 11 0.3% Increased
168
IIM
Ivory Investment Management
New York
$33.6M +$32.1M 1 1.19% New
169
BC
Bodenholm Capital
Sweden
$33.3M -$7.46M 1 18.99% Reduced
170
Aviva
Aviva
United Kingdom
$32.6M -$2.06M 5 0.19% Reduced
171
Meyer Handelman Company
Meyer Handelman Company
New York
$32.6M -$3.17M 3 1.39% Reduced
172
Credit Agricole
Credit Agricole
France
$32.5M +$116K 5 0.1% Increased
173
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$32.2M -$6.8M 5 0.13% Reduced
174
Evercore Wealth Management
Evercore Wealth Management
New York
$31.9M +$29.7M 4 1.25% Increased
175
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$31.7M +$19.5M 3 0.09% Increased