← 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
AIG
American International Group
New York
$26.8M -$316K 11 0.11% Reduced
202
Gotham Asset Management
Gotham Asset Management
New York
$26.2M +$11.8M 5 0.46% Increased
203
Natixis Advisors
Natixis Advisors
Massachusetts
$26.1M +$4.65M 4 0.21% Increased
204
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$25.3M -$9.39M 4 0.29% Reduced
205
Hood River Capital Management
Hood River Capital Management
Florida
$25.1M -$366K 1 1.28% Reduced
206
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$24.9M -$82.7M 5 0.07% Reduced
207
LSV Asset Management
LSV Asset Management
Illinois
$24.7M +$13.7M 3 0.04% Increased
208
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$24.5M -$181K 10 0.22% Reduced
209
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$24.5M +$22.3M 3 0.21% Increased
210
MFWM
Motley Fool Wealth Management
Virginia
$24.2M -$179K 1 1.6% Reduced
211
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$24.2M +$8.91M 5 0.19% Increased
212
KXA
KPCB XII Associates
California
$24.2M $0 1 47.02% Maintained
213
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$24.1M -$940K 4 0.39% Reduced
214
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$24M -$49.8M 9 0.01% Reduced
215
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$23.7M +$12.2M 8 0.81% Increased
216
MCMC
Matrix Capital Management Company
New Hampshire
$23.5M -$88.8M 1 0.58% Reduced
217
EP
Edgestream Partners
New Jersey
$23.5M +$750K 4 2.25% Increased
218
Moore Capital Management
Moore Capital Management
New York
$23.4M $0 2 0.93% Maintained
219
Comerica Bank
Comerica Bank
Texas
$23.3M +$321K 10 0.18% Increased
220
Snyder Capital Management
Snyder Capital Management
California
$23.2M -$71.5K 1 1.02% Reduced
221
Chicago Capital
Chicago Capital
Illinois
$23.2M +$17.3M 1 1.55% New
222
Royal London Asset Management
Royal London Asset Management
United Kingdom
$23.1M +$1.92M 5 0.18% Increased
223
MC
Martin Currie
United Kingdom
$23M -$951K 1 1.48% Reduced
224
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$22.8M -$31.2M 5 0.14% Reduced
225
Guggenheim Capital
Guggenheim Capital
Illinois
$22.7M -$1.69M 8 0.18% Reduced