← 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
201
F1I
Fund 1 Investments
Puerto Rico
$29M -$12.9M 3 4.81% Reduced
202
Bellevue Group
Bellevue Group
Switzerland
$28.9M -$7.46M 1 0.61% Reduced
203
IEQ Capital
IEQ Capital
California
$28.7M +$14.5M 12 0.13% Increased
204
Aware Super
Aware Super
Australia
$28.5M -$725K 1 0.4% Reduced
205
Swiss Life Asset Management
Swiss Life Asset Management
$28.5M +$4.76M 6 0.12% Increased
206
Osaic Holdings
Osaic Holdings
Arizona
$28.4M -$5.33M 19 0.03% Reduced
207
Storebrand Asset Management
Storebrand Asset Management
Norway
$28.2M -$764K 4 0.07% Reduced
208
TIM
Triodos Investment Management
Netherlands
$27.7M +$4.75M 1 1.69% Increased
209
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$27.5M +$933K 13 0.05% Increased
210
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$27.4M +$490K 19 0.01% Increased
211
PCM
Philosophy Capital Management
California
$27.2M +$11.8M 1 1.28% Increased
212
William Blair & Company
William Blair & Company
Illinois
$27M -$7.51M 4 0.07% Reduced
213
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$26.4M +$5.67M 8 0.08% Increased
214
Stifel Financial
Stifel Financial
Missouri
$25.9M -$4.71M 9 0.02% Reduced
215
Vanguard Investments Australia
Vanguard Investments Australia
Australia
$25.2M -$10.1K 13 0.06% Reduced
216
Davidson Kempner Capital Management
Davidson Kempner Capital Management
New York
$25.2M +$14.5M 1 0.3% Increased
217
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
$25.2M -$54.8K 13 0.03% Reduced
218
UMB Bank
UMB Bank
Missouri
$25.1M -$161K 12 0.32% Reduced
219
Kennedy Capital Management
Kennedy Capital Management
Missouri
$25.1M -$4.51M 1 0.44% Reduced
220
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$24.9M -$3.17M 8 0.03% Reduced
221
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$24.8M -$2.75M 2 0.02% Reduced
222
London Company of Virginia
London Company of Virginia
Virginia
$24.4M -$64.4M 2 0.14% Reduced
223
QC
Quantedge Capital
Singapore
$24.3M -$1.04M 1 18.41% Reduced
224
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$24.2M +$3.53M 10 0.11% Increased
225
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft
Germany
$24M -$3.44M 9 0.04% Reduced