← 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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$30.2M -$30.3M 7 0.08% Reduced
177
Asset Management One
Asset Management One
Japan
$30M +$259K 4 0.18% Increased
178
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$29.7M +$3.12M 4 0.17% Increased
179
Aviva
Aviva
United Kingdom
$29.6M +$3.43M 7 0.22% Increased
180
Nordea Investment Management
Nordea Investment Management
Sweden
$29.1M -$45.1M 5 0.07% Reduced
181
SC
Sasco Capital
Connecticut
$28.9M +$2.82M 1 5.67% Increased
182
Rathbones Group
Rathbones Group
United Kingdom
$28.8M -$201K 1 0.84% Reduced
183
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$28.7M -$7.79M 9 0.78% Reduced
184
Emerald Advisers
Emerald Advisers
Pennsylvania
$28.6M +$906K 1 1.66% Increased
185
Gotham Asset Management
Gotham Asset Management
New York
$28.5M +$1.73M 7 0.79% Increased
186
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$28.1M -$643K 11 0.04% Reduced
187
MC
Martin Currie
United Kingdom
$28M -$593K 1 1.95% Reduced
188
Storebrand Asset Management
Storebrand Asset Management
Norway
$26.8M +$29.1M 4 0.28% New
189
RHJA
Rice Hall James & Associates
California
$26.7M -$493K 2 1.49% Reduced
190
H
Hexavest
Quebec, Canada
$26.7M +$31.2M 3 0.47% Increased
191
Meyer Handelman Company
Meyer Handelman Company
New York
$26.6M -$335K 3 1.64% Reduced
192
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$26.5M -$3.2M 1 1.21% Reduced
193
ACI
AMP Capital Investors
Australia
$26.4M +$161K 6 0.19% Increased
194
Winton Group
Winton Group
United Kingdom
$26.3M -$24.4M 7 0.69% Reduced
195
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$26M +$10.1M 5 0.23% Increased
196
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$25.9M +$478K 3 0.05% Increased
197
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$25.7M -$1.27M 1 1.61% Reduced
198
AIG
American International Group
New York
$25.6M +$1.06M 12 0.14% Increased
199
STRS Ohio
STRS Ohio
Ohio
$25.5M -$1.29M 6 0.13% Reduced
200
US Bancorp
US Bancorp
Minnesota
$25.2M -$397K 13 0.08% Reduced