← 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
Bellevue Group
Bellevue Group
Switzerland
$53M -$7.67M 3 1.19% Reduced
177
Stifel Financial
Stifel Financial
Missouri
$52.3M -$3.33M 8 0.06% Reduced
178
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$51.8M +$26.2M 5 0.2% Increased
179
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$50.6M +$9.68M 5 0.1% Increased
180
Andra AP-fonden
Andra AP-fonden
Sweden
$50.1M +$13.5M 2 0.82% Increased
181
STRS Ohio
STRS Ohio
Ohio
$49.6M -$2.95M 7 0.21% Reduced
182
Gotham Asset Management
Gotham Asset Management
New York
$49.3M -$3.51M 7 0.41% Reduced
183
Eventide Asset Management
Eventide Asset Management
Massachusetts
$48.8M +$32.8M 1 0.97% Increased
184
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$48.3M +$6.58M 5 0.05% Increased
185
Storebrand Asset Management
Storebrand Asset Management
Norway
$48.3M -$9.95M 6 0.16% Reduced
186
B
Braidwell
Connecticut
$48.2M +$1.63M 1 1.69% Increased
187
Vaughan David Investments
Vaughan David Investments
Illinois
$46.6M +$461K 1 1.09% Increased
188
HRT Financial
HRT Financial
New York
$45.8M +$37.9M 10 0.29% Increased
189
Korea Investment Corp
Korea Investment Corp
South Korea
$45.6M -$11.6M 4 0.11% Reduced
190
Primecap Management
Primecap Management
California
$45M +$4.73M 1 0.04% Increased
191
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$44.7M -$2.07M 14 0.13% Reduced
192
Wedge Capital Management
Wedge Capital Management
North Carolina
$44.1M +$6.84M 2 0.85% Increased
193
DPCM
Doma Perpetual Capital Management
Florida
$44.1M +$28.7M 1 17.34% Increased
194
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$44M -$1.43M 2 0.88% Reduced
195
LFCM
Long Focus Capital Management
Puerto Rico
$43.4M +$1.46M 2 1.45% Increased
196
National Bank of Canada
National Bank of Canada
Quebec, Canada
$43.3M +$8.71M 9 0.05% Increased
197
Kennedy Capital Management
Kennedy Capital Management
Missouri
$43.3M -$3.03M 3 1.03% Reduced
198
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$43.2M +$657K 4 0.89% Increased
199
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$42.6M -$7.14M 19 0.01% Reduced
200
Aviso Financial
Aviso Financial
Ontario, Canada
$42.4M +$1.08M 1 2.09% Increased
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