← 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
$44.4M -$451K 13 0.19% Reduced
202
Swedbank
Swedbank
Sweden
$44.3M +$604K 4 0.06% Increased
203
Level Four Advisory Services
Level Four Advisory Services
Texas
$43.9M -$50.5K 2 1.85% Reduced
204
Aviso Financial
Aviso Financial
Ontario, Canada
$43.8M +$845K 3 2.17% Increased
205
Integral Health Asset Management
Integral Health Asset Management
New York
$43.4M +$36.7M 2 4.88% New
206
Wedge Capital Management
Wedge Capital Management
North Carolina
$42.9M -$1.42M 2 0.74% Reduced
207
LPL Financial
LPL Financial
California
$42.3M -$24.6M 13 0.02% Reduced
208
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$42.2M +$29.5M 7 0.26% Increased
209
Adage Capital Partners
Adage Capital Partners
Massachusetts
$42.1M +$399K 4 0.07% Increased
210
Ariel Investments
Ariel Investments
Illinois
$40.1M -$17M 1 0.41% Reduced
211
Junto Capital Management
Junto Capital Management
New York
$39.3M +$35.4M 1 0.87% New
212
Panagora Asset Management
Panagora Asset Management
Massachusetts
$39.1M +$24.8M 7 0.19% Increased
213
TD Asset Management
TD Asset Management
Ontario, Canada
$37.8M -$4.58M 7 0.03% Reduced
214
Chevy Chase Trust
Chevy Chase Trust
Maryland
$37.3M -$1.08M 5 0.11% Reduced
215
Baupost Group
Baupost Group
Massachusetts
$36.8M $0 1 1.05% Maintained
216
Pictet Asset Management
Pictet Asset Management
Switzerland
$36.8M -$1.2M 6 0.04% Reduced
217
Corient Private Wealth
Corient Private Wealth
Florida
$36.7M -$6.92M 9 0.06% Reduced
218
Aviva
Aviva
United Kingdom
$36.7M +$5.49M 5 0.1% Increased
219
Algert Global
Algert Global
California
$36.6M +$7.52M 6 0.98% Increased
220
Axa
Axa
France
$36.4M -$14.9M 7 0.11% Reduced
221
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$35.9M +$5.56M 12 0.13% Increased
222
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$35.7M -$952K 18 0.02% Reduced
223
Yacktman Asset Management
Yacktman Asset Management
Texas
$35.6M -$4.21M 1 0.37% Reduced
224
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$34.6M +$1.86M 10 0.14% Increased
225
Asset Management One
Asset Management One
Japan
$34.6M +$200K 5 0.12% Increased