← 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
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$37.6M +$5.22M 3 0.04% Increased
202
Yacktman Asset Management
Yacktman Asset Management
Texas
$37.4M +$2.25M 1 0.34% Increased
203
Chevy Chase Trust
Chevy Chase Trust
Maryland
$37.3M -$341K 5 0.12% Reduced
204
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$36.8M +$27.5M 3 0.4% Increased
205
AIG
American International Group
New York
$36.8M -$894K 19 0.13% Reduced
206
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$36.7M -$11M 8 0.16% Reduced
207
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$36.7M -$73.8M 1 0.64% Reduced
208
Pictet Asset Management
Pictet Asset Management
Switzerland
$36.4M -$37.5K 7 0.04% Reduced
209
Two Sigma Advisers
Two Sigma Advisers
New York
$36.3M -$56.5M 10 0.08% Reduced
210
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$36M -$3.96M 16 0.13% Reduced
211
Voloridge Investment Management
Voloridge Investment Management
Florida
$35.7M -$69.3M 6 0.13% Reduced
212
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$35.2M +$2.74M 5 0.72% Increased
213
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$35M -$3.97M 7 0.05% Reduced
214
Asset Management One
Asset Management One
Japan
$34.9M -$2.12M 6 0.13% Reduced
215
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$34.6M -$2.43M 2 0.11% Reduced
216
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$34.4M -$569K 18 0.02% Reduced
217
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$34.2M -$4.43M 16 0.01% Reduced
218
AIC
AWM Investment Company
New York
$33.8M $0 1 4.43% Maintained
219
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$33.7M +$7.76M 2 0.42% Increased
220
Candriam SCA
Candriam SCA
Luxembourg
$33.6M +$4.37M 3 0.22% Increased
221
Natixis Advisors
Natixis Advisors
Massachusetts
$33.5M +$6.86M 7 0.08% Increased
222
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$33.5M +$9.07M 2 0.15% Increased
223
KBC Group
KBC Group
Belgium
$33.3M +$2.16M 10 0.11% Increased
224
CQS
Credential Qtrade Securities
$33.2M +$1.7M 3 1.78% Increased
225
Meyer Handelman Company
Meyer Handelman Company
New York
$32.9M -$675K 3 1.15% Reduced