← 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
Wedge Capital Management
Wedge Capital Management
North Carolina
$37.8M -$1.59M 2 0.64% Reduced
177
LCP
LGT Capital Partners
Switzerland
$37.7M -$73.1M 1 1.83% Reduced
178
Holocene Advisors
Holocene Advisors
New York
$37M -$203M 5 0.08% Reduced
179
Tidal Investments
Tidal Investments
Wisconsin
$36.9M +$14.1M 6 0.07% Increased
180
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$36.2M -$1.35M 6 0.11% Reduced
181
SIM
SW Investment Management
Colorado
$36.1M $0 1 7.73% Maintained
182
Gabelli Funds
Gabelli Funds
New York
$35.9M -$4.72M 8 0.24% Reduced
183
STRS Ohio
STRS Ohio
Ohio
$35.7M -$1.43M 10 0.13% Reduced
184
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$35.4M -$5.33M 13 0.08% Reduced
185
KLP Kapitalforvaltning
KLP Kapitalforvaltning
Norway
$35M -$1.79M 13 0.14% Reduced
186
Storebrand Asset Management
Storebrand Asset Management
Norway
$34.9M -$8.16M 5 0.09% Reduced
187
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$34.6M +$1.14M 17 0.02% Increased
188
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$34.2M -$21.9M 4 0.14% Reduced
189
WTA
Washington Trust Advisors
Massachusetts
$34M -$1.06M 3 2.59% Reduced
190
Corient Private Wealth
Corient Private Wealth
Florida
$33.9M +$2.34M 8 0.05% Increased
191
UMB Bank
UMB Bank
Missouri
$33.8M +$240K 13 0.5% Increased
192
Norinchukin Bank
Norinchukin Bank
Japan
$33.7M -$3.15M 4 0.45% Reduced
193
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$33.5M +$2.34M 13 0.11% Increased
194
TIM
Triodos Investment Management
Netherlands
$33M -$300K 1 2.39% Reduced
195
SG Americas Securities
SG Americas Securities
New York
$33M +$19.6M 14 0.11% Increased
196
Bridgewater Associates
Bridgewater Associates
Connecticut
$32.9M +$2.56M 6 0.13% Increased
197
AXA Investment Managers
AXA Investment Managers
France
$32.9M +$33.1M 5 0.09% New
198
Andra AP-fonden
Andra AP-fonden
Sweden
$32.7M -$24M 2 0.42% Reduced
199
CISOA
Capital Investment Services of America
Wisconsin
$32.3M +$51.4K 1 2.87% Increased
200
Acadian Asset Management
Acadian Asset Management
Massachusetts
$32.2M +$5.86M 7 0.06% Increased