← 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
Woodline Partners
Woodline Partners
California
$55.6M +$4.34M 6 0.76% Increased
177
Voloridge Investment Management
Voloridge Investment Management
Florida
$55.4M +$18.8M 8 0.28% Increased
178
HighTower Advisors
HighTower Advisors
Illinois
$55M -$224K 11 0.12% Reduced
179
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$54.7M +$27.7M 4 0.3% Increased
180
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$54.5M +$4.95M 4 0.13% Increased
181
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$53.9M -$2.42M 4 0.19% Reduced
182
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$53.8M -$59.3M 5 0.19% Reduced
183
AAM
Ardevora Asset Management
United Kingdom
$53.6M +$6.97M 1 0.96% Increased
184
Storebrand Asset Management
Storebrand Asset Management
Norway
$53.5M +$1.98M 5 0.27% Increased
185
DF Dent & Co
DF Dent & Co
Maryland
$53.4M +$6.5M 1 0.75% Increased
186
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$52.7M -$992K 9 0.19% Reduced
187
Stifel Financial
Stifel Financial
Missouri
$52.5M -$1.12M 10 0.08% Reduced
188
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$51M -$3.26M 13 0.21% Reduced
189
Boston Partners
Boston Partners
Massachusetts
$50.3M +$19.1M 4 0.07% Increased
190
DZ Bank
DZ Bank
Germany
$49.9M -$1.76M 5 0.08% Reduced
191
Pacer Advisors
Pacer Advisors
Pennsylvania
$49.6M +$28.4M 8 0.21% Increased
192
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$49.3M +$41.1M 7 0.13% Increased
193
ACM
Argent Capital Management
Missouri
$49M -$249K 1 1.7% Reduced
194
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$48.8M +$18.4M 4 0.14% Increased
195
Nantahala Capital Management
Nantahala Capital Management
Connecticut
$48.5M +$5.13M 2 3.72% Increased
196
BCM
Bronte Capital Management
Australia
$48.4M +$6.52M 1 5.62% Increased
197
Swedbank
Swedbank
Sweden
$48.3M +$2.96M 5 0.1% Increased
198
IP
Interval Partners
New York
$46.4M +$1.02M 2 1.84% Increased
199
Axa
Axa
France
$46.4M -$14M 7 0.16% Reduced
200
Banco Santander
Banco Santander
Spain
$46.4M +$34.1M 2 0.68% Increased