← 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 New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$50.6M -$1.04M 9 0.19% Reduced
177
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$50.3M -$634K 11 0.22% Reduced
178
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$50M +$8.6M 4 0.15% Increased
179
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$49.8M -$7.26M 1 0.23% Reduced
180
Storebrand Asset Management
Storebrand Asset Management
Norway
$49.8M +$4.55M 5 0.28% Increased
181
DZ Bank
DZ Bank
Germany
$49.1M +$33M 4 0.08% Increased
182
Silvercrest Asset Management
Silvercrest Asset Management
New York
$48.9M -$22.1M 2 0.38% Reduced
183
Los Angeles Capital Management
Los Angeles Capital Management
California
$47.8M +$16M 6 0.23% Increased
184
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$46.9M +$8.94M 4 0.13% Increased
185
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$46.4M +$25.3M 20 0.01% Increased
186
Two Sigma Advisers
Two Sigma Advisers
New York
$46.4M +$7.85M 9 0.13% Increased
187
Woodline Partners
Woodline Partners
California
$45.7M +$32.1M 4 0.61% Increased
188
DF Dent & Co
DF Dent & Co
Maryland
$45.2M -$291K 1 0.67% Reduced
189
Swedbank
Swedbank
Sweden
$44.5M -$658K 5 0.1% Reduced
190
Squarepoint
Squarepoint
New York
$44.5M -$13M 16 0.18% Reduced
191
AAM
Ardevora Asset Management
United Kingdom
$44.3M -$28.5M 1 0.75% Reduced
192
Natixis Advisors
Natixis Advisors
Massachusetts
$44.2M -$10.1M 9 0.17% Reduced
193
Gabelli Funds
Gabelli Funds
New York
$44.2M +$1.06M 6 0.34% Increased
194
Nantahala Capital Management
Nantahala Capital Management
Connecticut
$43.9M +$4.11M 2 2.85% Increased
195
AG
Avala Global
New York
$43.9M +$41.8M 1 15.9% New
196
KeyBank National Association
KeyBank National Association
Ohio
$43.5M -$358K 4 0.21% Reduced
197
Cullen Capital Management
Cullen Capital Management
New York
$43.1M -$4.51M 1 0.55% Reduced
198
Nordea Investment Management
Nordea Investment Management
Sweden
$43M -$34.9M 6 0.07% Reduced
199
Holocene Advisors
Holocene Advisors
New York
$42.6M +$7.35M 6 0.26% Increased
200
LPL Financial
LPL Financial
California
$40.8M +$3.94M 10 0.03% Increased