← 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
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$62.8M -$9.88M 11 0.59% Reduced
152
Todd Asset Management
Todd Asset Management
Kentucky
$62.4M -$13.8M 2 1.43% Reduced
153
Gabelli Funds
Gabelli Funds
New York
$62.2M -$2.29M 5 0.41% Reduced
154
Pictet Asset Management (Switzerland)
Pictet Asset Management (Switzerland)
Switzerland
$62.2M +$71.3M 8 0.07% New
155
RHJA
Rice Hall James & Associates
California
$61M -$3.58M 2 2.25% Reduced
156
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$60.5M +$14.2M 11 0.09% Increased
157
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$60.5M +$4.5M 7 0.35% Increased
158
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$59.6M -$3.58M 10 0.21% Reduced
159
Glenmede Trust
Glenmede Trust
Pennsylvania
$59.4M -$22.7M 5 0.31% Reduced
160
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$57.7M +$6.71M 10 0.12% Increased
161
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$57.5M +$6.02M 16 0.01% Increased
162
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$55M -$7M 9 0.17% Reduced
163
Glenview Capital Management
Glenview Capital Management
New York
$54.5M -$13.1M 1 0.99% Reduced
164
T
TOBAM
France
$53.9M +$490K 3 2.29% Increased
165
Martingale Asset Management
Martingale Asset Management
Massachusetts
$53.7M -$16.9M 5 0.7% Reduced
166
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$53.7M +$759K 4 0.33% Increased
167
Rubric Capital Management (New York)
Rubric Capital Management (New York)
New York
$53.6M +$55.6M 1 1.5% New
168
Cambiar Investors
Cambiar Investors
Colorado
$53.1M -$1.16M 2 1.82% Reduced
169
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$52.8M -$58.3M 8 0.08% Reduced
170
SCM
Stadium Capital Management
Connecticut
$52.3M +$25.7M 1 22.84% Increased
171
Westwood Holdings Group
Westwood Holdings Group
Texas
$51.8M -$66.3M 3 0.56% Reduced
172
STRS Ohio
STRS Ohio
Ohio
$51.5M +$19.2M 10 0.19% Increased
173
Fidelity International
Fidelity International
Bermuda
$51.2M +$61.8M 2 0.06% Increased
174
KBC Group
KBC Group
Belgium
$50.1M -$28.6M 7 0.18% Reduced
175
NSCM
New South Capital Management
Tennessee
$50M +$11M 1 1.74% Increased