← 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
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$31.2M -$5.22M 4 0.13% Reduced
177
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$31.2M -$804K 2 0.49% Reduced
178
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$31.1M -$871K 9 0.04% Reduced
179
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$31M -$3.35M 1 1.91% Reduced
180
PGGM Investments
PGGM Investments
Netherlands
$30.9M -$12.6M 2 0.16% Reduced
181
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$30.2M +$14.5M 5 0.25% Increased
182
Barclays
Barclays
United Kingdom
$30M -$1.77M 9 0.04% Reduced
183
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$29.8M +$7.03M 4 0.15% Increased
184
HBK Investments
HBK Investments
Texas
$29.5M -$4.5M 4 0.22% Reduced
185
Martingale Asset Management
Martingale Asset Management
Massachusetts
$29.4M +$1.8M 5 0.49% Increased
186
Highbridge Capital Management
Highbridge Capital Management
New York
$29.2M +$1.81M 5 0.47% Increased
187
KI
Kalmar Investments
Delaware
$29.1M -$1.51M 1 1.28% Reduced
188
SFM
Systematic Financial Management
New Jersey
$29M -$19.1M 3 0.39% Reduced
189
Chevy Chase Trust
Chevy Chase Trust
Maryland
$28.6M +$263K 2 0.16% Increased
190
GA
Glenhill Advisors
New York
$28.6M $0 1 2.07% Maintained
191
Westwood Holdings Group
Westwood Holdings Group
Texas
$28.5M -$2.49M 2 0.25% Reduced
192
NAM
NorthCoast Asset Management
Connecticut
$28.3M +$26.7M 2 1.94% Increased
193
WI
WBI Investments
New Jersey
$28M -$44.4M 1 1% Reduced
194
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$27.7M -$563K 2 0.19% Reduced
195
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$27M +$344K 5 0.31% Increased
196
Stifel Financial
Stifel Financial
Missouri
$26.5M +$130K 6 0.12% Increased
197
Aviva
Aviva
United Kingdom
$26.2M +$3.84M 3 0.18% Increased
198
AHL Partners
AHL Partners
United Kingdom
$25.4M +$13.5M 5 1.37% Increased
199
ACI
AMP Capital Investors
Australia
$25.3M +$2.69M 4 0.17% Increased
200
AMF Tjänstepension
AMF Tjänstepension
Sweden
$25.3M $0 1 0.32% Maintained