← 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
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$28.5M -$891K 2 0.31% Reduced
177
Canada Life
Canada Life
Manitoba, Canada
$28M -$287K 6 0.1% Reduced
178
AL
AJO LP
Pennsylvania
$27M +$15.7M 4 0.12% Increased
179
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$26.5M -$3.6M 1 0.15% Reduced
180
AIM
Assured Investment Management
New York
$26.2M +$9.52M 2 0.44% Increased
181
Chevy Chase Trust
Chevy Chase Trust
Maryland
$25.6M +$300K 2 0.15% Increased
182
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$25.2M +$17.9M 6 0.14% Increased
183
Highbridge Capital Management
Highbridge Capital Management
New York
$25.2M +$24.4M 4 0.32% Increased
184
CCMH
Cornerstone Capital Management Holdings
New York
$24.5M +$10.5M 4 0.22% Increased
185
Capital International Investors
Capital International Investors
California
$24M +$24.8M 1 0.04% New
186
Vontobel Asset Management
Vontobel Asset Management
New York
$23.9M -$18.4M 1 0.18% Reduced
187
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$23.9M -$29.8M 6 0.19% Reduced
188
EverPoint Asset Management
EverPoint Asset Management
Connecticut
$23.8M +$2.63M 1 0.44% Increased
189
Edge Asset Management
Edge Asset Management
Washington
$23.8M +$6.59M 1 0.22% Increased
190
HP
Hikari Power
Japan
$23.8M -$2.45M 1 3.55% Reduced
191
EC
Engaged Capital
California
$23.8M +$3.73M 1 13.69% Increased
192
Aviva
Aviva
United Kingdom
$23.7M -$4.08M 3 0.17% Reduced
193
Scout Investments
Scout Investments
Missouri
$23.5M -$4.1M 2 0.44% Reduced
194
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$23.4M +$20.7M 8 0.18% Increased
195
OppenheimerFunds
OppenheimerFunds
New York
$23.4M -$150M 1 0.03% Reduced
196
GTP
Global Thematic Partners
New York
$23.3M -$23.1M 1 0.31% Reduced
197
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$22.7M -$7.73M 4 0.27% Reduced
198
Eaton Vance Management
Eaton Vance Management
Massachusetts
$22.7M -$1.66M 3 0.07% Reduced
199
CC
Curian Capital
Colorado
$22.7M -$2.65M 2 0.38% Reduced
200
Aperio Group
Aperio Group
California
$22.6M +$2.08M 8 0.23% Increased