← 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
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$47.3M +$1.2M 8 0.12% Increased
202
Swedbank
Swedbank
Sweden
$46.1M -$172K 5 0.08% Reduced
203
AIC
AWM Investment Company
New York
$46.1M -$7.38M 1 6.25% Reduced
204
ACM
Atika Capital Management
New York
$45.5M -$343K 1 4.55% Reduced
205
Korea Investment Corp
Korea Investment Corp
South Korea
$45.3M +$4.63M 4 0.13% Increased
206
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$45.1M +$5.98M 9 0.07% Increased
207
Natixis Advisors
Natixis Advisors
Massachusetts
$44.6M +$1.3M 8 0.14% Increased
208
NIP
Nicholas Investment Partners
California
$44.4M +$5.92M 3 3.04% Increased
209
TD Asset Management
TD Asset Management
Ontario, Canada
$44.1M +$264K 9 0.05% Increased
210
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$44M +$7.01M 9 0.3% Increased
211
TIA
Tandem Investment Advisors
South Carolina
$43.6M +$2.89M 1 1.92% Increased
212
Silvercrest Asset Management
Silvercrest Asset Management
New York
$43.5M +$1.32M 2 0.31% Increased
213
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$41.7M -$2.68M 12 0.17% Reduced
214
Braun Stacey Associates
Braun Stacey Associates
New York
$41.6M -$38.3M 2 1.93% Reduced
215
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$41.5M -$14.6M 4 0.13% Reduced
216
Chevy Chase Trust
Chevy Chase Trust
Maryland
$41.2M -$254K 5 0.15% Reduced
217
Cookson Peirce & Co
Cookson Peirce & Co
Pennsylvania
$41M -$355K 1 2.5% Reduced
218
Nicholas Company
Nicholas Company
Wisconsin
$40.6M -$12.8K 2 0.78% Reduced
219
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$40.4M +$299K 4 0.83% Increased
220
Wedge Capital Management
Wedge Capital Management
North Carolina
$40.3M +$37.1M 3 0.64% Increased
221
Gabelli Funds
Gabelli Funds
New York
$40M -$16.3M 5 0.3% Reduced
222
BCM
Bronte Capital Management
Australia
$39.9M +$141K 1 3.85% Increased
223
Aviva
Aviva
United Kingdom
$39.4M +$21.4M 5 0.16% Increased
224
Asset Management One
Asset Management One
Japan
$39.1M -$11.7K 5 0.17% Reduced
225
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$38.9M +$475K 17 0.03% Increased