← 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
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$64.6M +$6.75M 8 0.26% Increased
152
Jennison Associates
Jennison Associates
New York
$64.3M -$1.47M 4 0.05% Reduced
153
Wedge Capital Management
Wedge Capital Management
North Carolina
$63.6M +$33.7M 3 0.76% Increased
154
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$62.7M -$1.15M 12 0.62% Reduced
155
Todd Asset Management
Todd Asset Management
Kentucky
$62.3M +$82K 2 1.46% Increased
156
Two Sigma Investments
Two Sigma Investments
New York
$61.6M -$43.5M 8 0.16% Reduced
157
2
2Xideas
Switzerland
$61.5M +$1.45M 1 6.8% Increased
158
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$61.3M +$9.36M 10 0.24% Increased
159
Rathbones Group
Rathbones Group
United Kingdom
$60.3M -$595K 2 0.77% Reduced
160
Welch & Forbes
Welch & Forbes
Massachusetts
$60.3M +$1.55M 1 1.11% Increased
161
Rockefeller Capital Management
Rockefeller Capital Management
New York
$60M +$41.3K 10 0.41% Increased
162
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$59.8M -$9.72M 2 0.59% Reduced
163
Bridgewater Associates
Bridgewater Associates
Connecticut
$58.7M +$10.2M 5 0.52% Increased
164
T
TOBAM
France
$58.5M -$634K 2 2.49% Reduced
165
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$58.5M +$29.4M 11 0.01% Increased
166
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$58.2M +$20.1M 2 1.93% Increased
167
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$58M +$1.11M 1 0.84% Increased
168
Emerald Advisers
Emerald Advisers
Pennsylvania
$57.6M +$23.4M 3 2.08% Increased
169
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$57.2M -$7.64M 3 0.24% Reduced
170
Raymond James & Associates
Raymond James & Associates
Florida
$57.1M -$5.19M 11 0.06% Reduced
171
GAMCO Investors
GAMCO Investors
Connecticut
$56.9M -$23.5M 4 0.5% Reduced
172
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$56.3M -$499K 10 0.2% Reduced
173
Epoch Investment Partners
Epoch Investment Partners
New York
$56.3M -$13.3M 3 0.26% Reduced
174
Martingale Asset Management
Martingale Asset Management
Massachusetts
$55.9M -$1.92M 7 0.64% Reduced
175
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$53.3M +$14M 6 0.34% Increased