← 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
Danske Bank
Danske Bank
Denmark
$41.4M -$12.8M 7 0.13% Reduced
202
River Road Asset Management
River Road Asset Management
Kentucky
$41.2M -$312K 1 0.56% Reduced
203
ROIC
Route One Investment Company
California
$40.9M +$4.37M 1 1.7% Increased
204
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$39.8M -$2.03M 6 0.16% Reduced
205
UMB Bank
UMB Bank
Missouri
$39.7M +$77.1K 14 0.65% Increased
206
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$39.3M +$12.6M 3 0.25% Increased
207
Algert Global
Algert Global
California
$38.6M -$228K 4 0.96% Reduced
208
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$38.4M -$43.9M 5 0.15% Reduced
209
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$38.1M +$8.26M 10 0.16% Increased
210
Aware Super
Aware Super
Australia
$37.9M +$5.3M 2 0.65% Increased
211
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab
Denmark
$37.8M -$1.61M 3 0.43% Reduced
212
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$37.4M -$6.38M 14 0.14% Reduced
213
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$37.4M -$5.08M 4 0.99% Reduced
214
Level Four Advisory Services
Level Four Advisory Services
Texas
$36.8M +$22.2K 2 1.51% Increased
215
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$36.5M +$13.7M 8 0.12% Increased
216
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$35.5M -$16.9M 5 0.04% Reduced
217
KLP Kapitalforvaltning
KLP Kapitalforvaltning
Norway
$35.3M -$4.23M 14 0.17% Reduced
218
Banco Santander
Banco Santander
Spain
$35.2M +$342K 2 0.39% Increased
219
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$34.9M +$29.6M 2 0.32% Increased
220
Royal London Asset Management
Royal London Asset Management
United Kingdom
$34.7M +$6.35M 4 0.08% Increased
221
DP
Dundas Partners
United Kingdom
$34.1M +$2.71M 1 2.51% Increased
222
Natixis Advisors
Natixis Advisors
Massachusetts
$33.3M -$1.84M 8 0.06% Reduced
223
Nomura Holdings
Nomura Holdings
Japan
$32.9M +$10.4M 6 0.06% Increased
224
Jennison Associates
Jennison Associates
New York
$32.7M +$2.86M 3 0.02% Increased
225
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$32.6M -$631K 9 0.13% Reduced