← 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
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$38.5M +$3.69M 13 0.15% Increased
202
Eagle Asset Management
Eagle Asset Management
Florida
$38.3M +$22.9M 2 0.21% Increased
203
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$38.1M -$15M 4 0.1% Reduced
204
Jennison Associates
Jennison Associates
New York
$38M -$49M 3 0.02% Reduced
205
Swedbank
Swedbank
Sweden
$37.9M +$1.86M 4 0.05% Increased
206
Vaughan David Investments
Vaughan David Investments
Illinois
$37.9M +$1.31M 1 0.96% Increased
207
Wedge Capital Management
Wedge Capital Management
North Carolina
$37.8M -$8.5M 1 0.67% Reduced
208
ITP
Iron Triangle Partners
Connecticut
$37.7M +$53.4M 1 3.84% New
209
Boston Partners
Boston Partners
Massachusetts
$37.6M -$1.46M 2 0.05% Reduced
210
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$37.5M +$4.28M 8 0.06% Increased
211
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$36.6M +$4.91M 6 0.08% Increased
212
TD Asset Management
TD Asset Management
Ontario, Canada
$36.6M +$409K 7 0.03% Increased
213
Adage Capital Partners
Adage Capital Partners
Massachusetts
$36.1M -$8.14M 3 0.07% Reduced
214
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$35.9M -$1.24M 3 0.24% Reduced
215
Yacktman Asset Management
Yacktman Asset Management
Texas
$35.2M -$12.7K 1 0.33% Reduced
216
LFCM
Long Focus Capital Management
Puerto Rico
$34.9M +$3.48M 2 1.34% Increased
217
AIC
AWM Investment Company
New York
$34.2M $0 1 4.62% Maintained
218
Trexquant Investment
Trexquant Investment
Connecticut
$34.2M +$12.8M 8 0.52% Increased
219
Chevy Chase Trust
Chevy Chase Trust
Maryland
$34M -$654K 5 0.11% Reduced
220
F1I
Fund 1 Investments
Puerto Rico
$33.8M +$865K 3 3.66% Increased
221
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$33.7M +$1.73M 4 0.04% Increased
222
Aviso Financial
Aviso Financial
Ontario, Canada
$33.7M +$35.6M 3 1.88% New
223
Pictet Asset Management
Pictet Asset Management
Switzerland
$33.6M -$57.3K 6 0.04% Reduced
224
Confluence Investment Management
Confluence Investment Management
Missouri
$32.6M +$7.97M 2 0.47% Increased
225
Aviva
Aviva
United Kingdom
$31.9M +$5.19M 5 0.09% Increased