← 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
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$38.9M +$17.2M 5 0.26% Increased
202
LFCM
Long Focus Capital Management
Puerto Rico
$38.1M -$4.37M 2 1.44% Reduced
203
Mediolanum International Funds
Mediolanum International Funds
Ireland
$37.2M +$13M 3 0.45% Increased
204
Bridgewater Associates
Bridgewater Associates
Connecticut
$37M -$34M 6 0.15% Reduced
205
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$36.9M -$2.78M 2 0.76% Reduced
206
KLP Kapitalforvaltning
KLP Kapitalforvaltning
Norway
$36.8M +$724K 14 0.16% Increased
207
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$36.7M +$11.9M 12 0.3% Increased
208
Aviva
Aviva
United Kingdom
$36.1M +$5.33M 4 0.07% Increased
209
Todd Asset Management
Todd Asset Management
Kentucky
$35.4M +$20.3M 1 0.76% Increased
210
MC
Martin Currie
United Kingdom
$35.1M -$1.15M 1 1.35% Reduced
211
Norinchukin Bank
Norinchukin Bank
Japan
$34.8M +$3.52M 4 0.52% Increased
212
Driehaus Capital Management
Driehaus Capital Management
Illinois
$34.7M -$69M 1 0.28% Reduced
213
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$34.6M -$185K 13 0.12% Reduced
214
Algert Global
Algert Global
California
$33.7M +$3.04M 7 0.71% Increased
215
UMB Bank
UMB Bank
Missouri
$33.7M -$22.3K 14 0.52% Reduced
216
Brevan Howard Capital Management
Brevan Howard Capital Management
Jersey
$33.4M +$29.6M 10 0.19% Increased
217
WTA
Washington Trust Advisors
Massachusetts
$33M -$81.6K 4 2.68% Reduced
218
River Road Asset Management
River Road Asset Management
Kentucky
$32.9M +$139K 1 0.42% Increased
219
Quantbot Technologies
Quantbot Technologies
New York
$32.8M +$20.1M 7 0.84% Increased
220
Chevy Chase Trust
Chevy Chase Trust
Maryland
$32.8M -$14.9K 5 0.1% Reduced
221
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$32.6M +$89.7K 17 0.02% Increased
222
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$32.4M +$4.68M 4 0.26% Increased
223
INTECH Investment Management
INTECH Investment Management
Florida
$32.4M +$5.76M 14 0.3% Increased
224
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab
Denmark
$32.3M -$7.1M 3 0.32% Reduced
225
Jennison Associates
Jennison Associates
New York
$31.9M +$3.59M 4 0.02% Increased