← 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
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$44.2M -$8.71M 7 0.06% Reduced
202
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$43.8M +$414K 6 0.17% Increased
203
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$43.4M +$1.31M 5 0.04% Increased
204
LMR Partners
LMR Partners
United Kingdom
$43.1M +$29.3M 2 0.36% Increased
205
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$43.1M +$2.17M 5 1% Increased
206
Aviso Financial
Aviso Financial
Ontario, Canada
$42.2M +$1.28M 2 2.13% Increased
207
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$41.8M -$710K 5 0.08% Reduced
208
KLP Kapitalforvaltning
KLP Kapitalforvaltning
Norway
$41.6M +$43.7M 14 0.2% New
209
Algert Global
Algert Global
California
$41.5M +$1.33M 5 0.98% Increased
210
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$41M +$22.5M 5 0.74% Increased
211
Primecap Management
Primecap Management
California
$40.7M +$18.7M 1 0.03% Increased
212
Level Four Advisory Services
Level Four Advisory Services
Texas
$40.6M -$20.3K 2 1.66% Reduced
213
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab
Denmark
$39.4M +$30.7M 5 0.42% Increased
214
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$39.2M -$6.19M 1 0.49% Reduced
215
ITP
Iron Triangle Partners
Connecticut
$38.9M +$40.8M 1 4.29% New
216
Natixis Advisors
Natixis Advisors
Massachusetts
$38.8M +$5.13M 6 0.07% Increased
217
National Bank of Canada
National Bank of Canada
Quebec, Canada
$38.5M -$3.17M 10 0.04% Reduced
218
Wedge Capital Management
Wedge Capital Management
North Carolina
$36.8M -$2.23M 2 0.66% Reduced
219
Andra AP-fonden
Andra AP-fonden
Sweden
$36.7M +$6.46M 2 0.59% Increased
220
Pictet Asset Management
Pictet Asset Management
Switzerland
$36M +$1.66M 7 0.04% Increased
221
Ariel Investments
Ariel Investments
Illinois
$35.2M -$1.53M 1 0.38% Reduced
222
Silvercrest Asset Management
Silvercrest Asset Management
New York
$34.8M +$11.8M 2 0.23% Increased
223
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$34.8M +$2.15M 9 0.13% Increased
224
Brookfield Corp
Brookfield Corp
Ontario, Canada
$34.7M +$26.4M 1 0.21% Increased
225
Jennison Associates
Jennison Associates
New York
$34.2M +$7.46M 4 0.02% Increased