← 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
176
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$34.8M -$4.11M 11 0.06% Reduced
177
Norinchukin Bank
Norinchukin Bank
Japan
$34.6M +$9.37M 2 0.34% Increased
178
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$34.2M +$7.56M 9 0.03% Increased
179
Squarepoint
Squarepoint
New York
$34.1M -$14.3M 12 0.04% Reduced
180
Mariner
Mariner
Kansas
$34M +$12.7M 14 0.04% Increased
181
Pictet Asset Management
Pictet Asset Management
Switzerland
$33.4M -$865K 10 0.03% Reduced
182
Artisan Partners
Artisan Partners
Wisconsin
$32.7M -$2.29M 1 0.05% Reduced
183
Empowered Funds
Empowered Funds
Pennsylvania
$32.6M +$7.17M 13 0.17% Increased
184
PAMP
Phoenix Asset Management Partners
$32.5M +$472K 1 21.37% Increased
185
Los Angeles Capital Management
Los Angeles Capital Management
California
$32.5M +$16.8M 12 0.12% Increased
186
KLP Kapitalforvaltning
KLP Kapitalforvaltning
Norway
$32.2M +$534K 12 0.1% Increased
187
SEB Asset Management
SEB Asset Management
$32.1M +$1.17M 3 0.12% Increased
188
WAM
Wilsey Asset Management
California
$31.9M +$1.71M 1 4.69% Increased
189
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$31.4M -$801K 2 0.65% Reduced
190
IAM
Iridian Asset Management
Connecticut
$31M +$7.04M 2 10.66% Increased
191
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab
Denmark
$30.5M +$1.67M 2 0.24% Increased
192
Danske Bank
Danske Bank
Denmark
$30.4M +$5.54M 3 0.06% Increased
193
B
Braidwell
Connecticut
$30.2M $0 1 1.12% Maintained
194
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$30.2M -$39.2M 13 0.02% Reduced
195
PineBridge Investments
PineBridge Investments
New York
$29.6M -$14.6M 2 0.24% Reduced
196
CIA
Capital Impact Advisors
Massachusetts
$29.5M +$23.5M 1 1.66% Increased
197
Mercer Global Advisors
Mercer Global Advisors
Colorado
$29.4M +$6.88M 16 0.04% Increased
198
Nantahala Capital Management
Nantahala Capital Management
Connecticut
$29.4M +$9.41M 3 0.97% Increased
199
Arbejdsmarkedets Tillaegspension
Arbejdsmarkedets Tillaegspension
$29.3M +$8.19M 1 0.64% Increased
200
CIBC Bancorp USA
CIBC Bancorp USA
Illinois
$29.3M +$4.58M 9 0.04% Increased
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