← 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
INTECH Investment Management
INTECH Investment Management
Florida
$46.3M -$17.9M 3 0.37% Reduced
202
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$45M +$18.8M 12 0.2% Increased
203
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$44.1M +$27M 10 0.07% Increased
204
TD Asset Management
TD Asset Management
Ontario, Canada
$44M +$5.83M 9 0.05% Increased
205
Natixis Advisors
Natixis Advisors
Massachusetts
$43.3M -$3.45M 9 0.15% Reduced
206
Korea Investment Corp
Korea Investment Corp
South Korea
$42.9M +$16.8M 4 0.13% Increased
207
ACM
Alua Capital Management
New York
$42.3M -$25.5M 1 3.56% Reduced
208
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$42.2M +$12.3M 16 0.21% Increased
209
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$42M -$6.75M 2 0.64% Reduced
210
LPL Financial
LPL Financial
California
$41.9M +$458K 12 0.03% Increased
211
Rubric Capital Management (New York)
Rubric Capital Management (New York)
New York
$41.2M -$8.39M 1 1.07% Reduced
212
Silvercrest Asset Management
Silvercrest Asset Management
New York
$41.1M -$952K 2 0.31% Reduced
213
Chevy Chase Trust
Chevy Chase Trust
Maryland
$41.1M +$393K 5 0.16% Increased
214
TIA
Tandem Investment Advisors
South Carolina
$40.9M +$2.58M 1 1.96% Increased
215
KeyBank National Association
KeyBank National Association
Ohio
$40.5M -$128K 4 0.19% Reduced
216
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$40.4M +$3.8M 4 0.95% Increased
217
KBC Group
KBC Group
Belgium
$40.3M +$18.1M 10 0.17% Increased
218
Asset Management One
Asset Management One
Japan
$39.9M +$732K 5 0.18% Increased
219
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$39.7M -$30.2M 9 0.38% Reduced
220
AIG
American International Group
New York
$39.5M +$127K 19 0.26% Increased
221
EARNEST Partners
EARNEST Partners
Georgia
$39.2M +$1.53M 7 0.23% Increased
222
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$39M +$18.8M 9 0.6% Increased
223
Fidelity International
Fidelity International
Bermuda
$38.5M +$4.91M 3 0.04% Increased
224
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$38.4M +$955K 6 0.06% Increased
225
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$38.4M -$82.4K 17 0.03% Reduced