← 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
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$37.6M +$5.24M 3 0.81% Increased
202
Fidelity International
Fidelity International
Bermuda
$37.1M +$13.5M 2 0.04% Increased
203
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$36.8M +$1.16M 5 0.76% Increased
204
National Bank of Canada
National Bank of Canada
Quebec, Canada
$36.8M -$8.76M 12 0.06% Reduced
205
Magnetar Financial
Magnetar Financial
Illinois
$36.1M +$26.7M 4 0.92% Increased
206
Kennedy Capital Management
Kennedy Capital Management
Missouri
$36M +$12.6M 3 0.88% Increased
207
KBC Group
KBC Group
Belgium
$35.9M -$28.2M 12 0.15% Reduced
208
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$35.7M -$7.99M 12 0.16% Reduced
209
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$34.7M +$11M 10 0.25% Increased
210
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$34.7M -$168K 6 0.84% Reduced
211
Aquatic Capital Management
Aquatic Capital Management
Illinois
$34.3M +$18.1M 7 1.43% Increased
212
CFM
Capricorn Fund Managers
United Kingdom
$34.2M +$29.5M 1 11.85% Increased
213
KeyBank National Association
KeyBank National Association
Ohio
$34.1M -$468K 6 0.16% Reduced
214
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$33.8M -$386K 7 0.33% Reduced
215
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$33.6M -$17M 5 0.15% Reduced
216
Swedbank
Swedbank
Sweden
$33.6M -$2.19M 5 0.06% Reduced
217
Putnam Investments
Putnam Investments
Massachusetts
$33.3M +$14.9M 4 0.05% Increased
218
Cookson Peirce & Co
Cookson Peirce & Co
Pennsylvania
$33.1M +$81.5K 1 2.17% Increased
219
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$33M -$2.22M 11 0.13% Reduced
220
Reinhart Partners
Reinhart Partners
Wisconsin
$33M +$6.84M 1 1.71% Increased
221
IAM
Iridian Asset Management
Connecticut
$32.7M -$31.2M 2 6.61% Reduced
222
TC
TwinBeech Capital
New York
$32.6M +$6.37M 5 0.63% Increased
223
AIG
American International Group
New York
$32.5M -$592K 19 0.21% Reduced
224
Nicholas Company
Nicholas Company
Wisconsin
$32.5M +$2.05M 2 0.65% Increased
225
Montrusco Bolton Investments
Montrusco Bolton Investments
Quebec, Canada
$32.2M -$46.8M 1 0.47% Reduced