← 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
$48M -$718K 7 0.15% Reduced
177
AMF Tjänstepension
AMF Tjänstepension
Sweden
$48M +$46.2M 1 0.36% New
178
Fred Alger Management
Fred Alger Management
New York
$47.8M -$35.9M 1 0.24% Reduced
179
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$47.4M -$1.99M 3 0.89% Reduced
180
Susquehanna Portfolio Strategies
Susquehanna Portfolio Strategies
Pennsylvania
$46.6M -$7.96M 6 1.09% Reduced
181
Wedge Capital Management
Wedge Capital Management
North Carolina
$46.1M +$3.04M 1 0.75% Increased
182
Comerica Bank
Comerica Bank
Texas
$45.9M +$1.54M 14 0.2% Increased
183
River Road Asset Management
River Road Asset Management
Kentucky
$45.7M +$2.11M 1 0.62% Increased
184
Squarepoint
Squarepoint
New York
$44.3M -$14.2M 10 0.08% Reduced
185
ACM
Argent Capital Management
Missouri
$44.2M -$33.6M 1 1.29% Reduced
186
Nomura Asset Management
Nomura Asset Management
Japan
$44.1M +$1.8M 8 0.16% Increased
187
Korea Investment Corp
Korea Investment Corp
South Korea
$43.8M -$1.81M 5 0.11% Reduced
188
MDSL
M.D. Sass LLC
New York
$43.1M +$18.7M 1 4.87% Increased
189
2
2Xideas
Switzerland
$42.8M -$17.1M 1 5.23% Reduced
190
Boston Partners
Boston Partners
Massachusetts
$42.5M +$2.5M 3 0.05% Increased
191
TD Asset Management
TD Asset Management
Ontario, Canada
$41M +$4.7M 8 0.04% Increased
192
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$40.7M +$1.79M 8 0.23% Increased
193
Hood River Capital Management
Hood River Capital Management
Florida
$40.6M +$6.43M 1 0.91% Increased
194
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$39.5M -$2.61M 13 0.15% Reduced
195
National Bank of Canada
National Bank of Canada
Quebec, Canada
$39.4M -$7.03M 14 0.06% Reduced
196
Nicholas Company
Nicholas Company
Wisconsin
$38.5M $0 2 0.64% Maintained
197
Swedbank
Swedbank
Sweden
$38.5M +$792K 5 0.05% Increased
198
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$37.9M +$1.04M 6 0.17% Increased
199
Vaughan David Investments
Vaughan David Investments
Illinois
$37.9M +$3.85M 1 0.94% Increased
200
Gotham Asset Management
Gotham Asset Management
New York
$37.9M +$10.1M 9 0.57% Increased