← 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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$35.4M +$11.9M 6 0.06% Increased
202
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$35.1M +$4.44M 6 0.09% Increased
203
IP
Isomer Partners
New York
$34.8M $0 1 22.02% Maintained
204
TIA
Tandem Investment Advisors
South Carolina
$34.1M -$7.28M 1 1.94% Reduced
205
Fidelity International
Fidelity International
Bermuda
$34M +$26.1M 5 0.04% Increased
206
Two Sigma Advisers
Two Sigma Advisers
New York
$33.9M -$7.86M 10 0.1% Reduced
207
AIG
American International Group
New York
$33.9M +$729K 19 0.25% Increased
208
SC
Sasco Capital
Connecticut
$33.5M $0 1 4.99% Maintained
209
TD Asset Management
TD Asset Management
Ontario, Canada
$33.5M +$480K 9 0.04% Increased
210
Holocene Advisors
Holocene Advisors
New York
$33.4M -$77.9M 6 0.21% Reduced
211
Kennedy Capital Management
Kennedy Capital Management
Missouri
$33M +$3.95M 3 0.97% Increased
212
LI
Leeward Investments
Massachusetts
$33M -$3.66M 2 1.57% Reduced
213
Nicholas Company
Nicholas Company
Wisconsin
$32.9M -$1.29M 2 0.75% Reduced
214
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$32.9M -$3.58M 17 0.05% Reduced
215
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$32.8M +$12.8M 13 0.24% Increased
216
National Bank of Canada
National Bank of Canada
Quebec, Canada
$32.5M -$10.2M 9 0.17% Reduced
217
LPL Financial
LPL Financial
California
$32.2M +$2.95M 10 0.03% Increased
218
PCM
Parsifal Capital Management
Connecticut
$32.2M +$32.5M 1 1.83% New
219
MetLife Investment Management
MetLife Investment Management
New Jersey
$32.2M +$524K 17 0.27% Increased
220
Meyer Handelman Company
Meyer Handelman Company
New York
$32M -$117K 3 1.48% Reduced
221
KeyBank National Association
KeyBank National Association
Ohio
$31.7M +$24K 5 0.16% Increased
222
Todd Asset Management
Todd Asset Management
Kentucky
$31.2M -$9.04M 1 0.87% Reduced
223
WA
Watchtower Advisors
Connecticut
$30.8M +$13.5M 2 23.93% Increased
224
US Bancorp
US Bancorp
Minnesota
$30.7M +$1.19M 17 0.06% Increased
225
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$30.5M +$2.73M 4 1.01% Increased