← 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
TD Asset Management
TD Asset Management
Ontario, Canada
$46.7M +$12.7M 8 0.05% Increased
202
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$45.8M +$50.6M 4 0.36% New
203
Asset Management One
Asset Management One
Japan
$45.5M +$4.49M 5 0.17% Increased
204
PGGM Investments
PGGM Investments
Netherlands
$45.3M -$8.95K 3 0.19% Reduced
205
TCM
Tekla Capital Management
Massachusetts
$45.2M +$1.15M 2 1.47% Increased
206
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$44.4M +$23.5M 5 0.08% Increased
207
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$44.3M -$22.4M 2 0.46% Reduced
208
Raymond James & Associates
Raymond James & Associates
Florida
$44.3M -$18M 10 0.04% Reduced
209
Nomura Asset Management
Nomura Asset Management
Japan
$44.1M +$6.87M 4 0.26% Increased
210
Snyder Capital Management
Snyder Capital Management
California
$44M +$808K 1 1.23% Increased
211
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$43.1M +$20.8K 1 1.25% Increased
212
ACI
AMP Capital Investors
Australia
$42.7M -$6.58M 6 0.2% Reduced
213
Axa
Axa
France
$42.2M +$7.41M 5 0.12% Increased
214
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$42M +$1.84M 3 0.41% Increased
215
SP
Solel Partners
Massachusetts
$41.9M +$21.1M 1 10.15% Increased
216
Aberdeen Group
Aberdeen Group
United Kingdom
$41.7M -$2.94M 4 0.09% Reduced
217
Stifel Financial
Stifel Financial
Missouri
$41.3M +$1.23M 9 0.06% Increased
218
AIG
American International Group
New York
$41.2M -$469K 14 0.14% Reduced
219
SCM
Segantii Capital Management
Hong Kong
$40.8M +$39.9M 2 1.17% New
220
STRS Ohio
STRS Ohio
Ohio
$40.5M -$2.1M 8 0.15% Reduced
221
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$40.1M -$977K 14 0.04% Reduced
222
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$39.6M -$2.24M 4 0.71% Reduced
223
PVI
Pura Vida Investments
New York
$39.4M -$37.9K 1 1.23% Reduced
224
TCW Group
TCW Group
California
$39.3M +$288K 1 0.34% Increased
225
AssetMark Inc
AssetMark Inc
California
$38.3M -$4.51M 4 0.18% Reduced
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