← 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
Two Sigma Investments
Two Sigma Investments
New York
$32.2M +$4.68M 6 0.11% Increased
177
KBC Group
KBC Group
Belgium
$32M +$2.43M 7 0.23% Increased
178
Artemis Investment Management
Artemis Investment Management
United Kingdom
$31.9M -$3.74M 1 0.44% Reduced
179
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$31.2M +$3M 1 0.9% Increased
180
Panagora Asset Management
Panagora Asset Management
Massachusetts
$31.1M -$817K 10 0.14% Reduced
181
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$31M +$1.41M 8 0.17% Increased
182
UBS O'Connor
UBS O'Connor
Illinois
$30.7M -$5.15M 4 0.85% Reduced
183
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$30.3M +$180K 1 1.33% Increased
184
Meyer Handelman Company
Meyer Handelman Company
New York
$29.8M +$11.6K 3 1.51% Increased
185
US Bancorp
US Bancorp
Minnesota
$29.7M -$2.95M 12 0.08% Reduced
186
Asset Management One
Asset Management One
Japan
$29.6M -$1.01M 4 0.14% Reduced
187
Winton Group
Winton Group
United Kingdom
$29.6M +$18M 8 0.35% Increased
188
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$28.9M +$13.8M 4 0.45% Increased
189
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$28.7M -$28.7M 4 0.68% Reduced
190
NSCM
New South Capital Management
Tennessee
$28.6M -$445K 1 0.86% Reduced
191
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$28.6M +$2.44M 11 0.03% Increased
192
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$28.5M +$805K 8 0.09% Increased
193
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$28.2M -$15.5M 3 0.22% Reduced
194
HIM
HGC Investment Management
Ontario, Canada
$28.1M +$3.34M 1 5.1% Increased
195
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$28M -$3.63M 4 0.26% Reduced
196
DA
Duality Advisers
Florida
$28M +$9.65M 3 1.56% Increased
197
MFAM
Motley Fool Asset Management
Virginia
$27.5M -$2.75K 1 3.2% Reduced
198
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$27.4M -$2.44M 4 0.28% Reduced
199
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$27M -$4.18M 8 0.39% Reduced
200
BC
Bodenholm Capital
Sweden
$26.8M +$25.3M 1 12.05% New