← 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
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$49.6M -$15.4M 6 0.23% Reduced
177
Verition Fund Management
Verition Fund Management
Connecticut
$49.3M +$19.4M 13 0.39% Increased
178
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$49.3M +$3.19M 3 0.99% Increased
179
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$48.4M -$26.2M 9 0.05% Reduced
180
Gabelli Funds
Gabelli Funds
New York
$48.4M -$11.8M 7 0.37% Reduced
181
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$48.2M +$8.28M 5 0.94% Increased
182
Degroof Petercam Asset Management
Degroof Petercam Asset Management
Belgium
$47.4M +$40.2M 6 0.62% New
183
BCM
Bronte Capital Management
Australia
$47.3M -$259K 1 4.23% Reduced
184
Storebrand Asset Management
Storebrand Asset Management
Norway
$47.2M -$6.33M 6 0.17% Reduced
185
Canada Life
Canada Life
Manitoba, Canada
$46.3M -$2.57M 10 0.1% Reduced
186
National Bank of Canada
National Bank of Canada
Quebec, Canada
$45.7M +$3.43M 13 0.07% Increased
187
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$44.6M -$136M 18 0.09% Reduced
188
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$44.5M -$2.62M 7 0.15% Reduced
189
GW&K Investment Management
GW&K Investment Management
Massachusetts
$44.4M -$2.2M 8 0.41% Reduced
190
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$42.8M +$10.5M 3 0.15% Increased
191
Korea Investment Corp
Korea Investment Corp
South Korea
$42.5M +$9.07M 5 0.11% Increased
192
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$42.5M -$60M 18 0.01% Reduced
193
AIC
AWM Investment Company
New York
$41.4M $0 1 5.44% Maintained
194
Comerica Bank
Comerica Bank
Texas
$41M -$3.23M 14 0.19% Reduced
195
F1I
Fund 1 Investments
Puerto Rico
$40.6M +$12.9M 3 4.75% Increased
196
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$40.3M -$18.2M 9 0.08% Reduced
197
Aware Super
Aware Super
Australia
$40.2M +$26M 2 0.54% New
198
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$40M -$68.5M 6 0.27% Reduced
199
Nomura Asset Management
Nomura Asset Management
Japan
$39.6M +$9.81M 8 0.16% Increased
200
HighTower Advisors
HighTower Advisors
Illinois
$39.3M -$7.27M 11 0.07% Reduced