← 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
Chevy Chase Trust
Chevy Chase Trust
Maryland
$32.2M -$1.62M 5 0.09% Reduced
202
Cerity Partners
Cerity Partners
New York
$31.5M +$6.76M 12 0.05% Increased
203
Aviva
Aviva
United Kingdom
$31.3M -$5.81M 3 0.06% Reduced
204
INTECH Investment Management
INTECH Investment Management
Florida
$31.1M +$5.55M 15 0.28% Increased
205
Yacktman Asset Management
Yacktman Asset Management
Texas
$30.9M -$2.3M 1 0.43% Reduced
206
TD Asset Management
TD Asset Management
Ontario, Canada
$30.7M -$185K 5 0.03% Reduced
207
IAM
Ion Asset Management
Israel
$30.5M -$60.3M 1 3.35% Reduced
208
Confluence Investment Management
Confluence Investment Management
Missouri
$30.3M -$1.2M 1 0.43% Reduced
209
LFCM
Long Focus Capital Management
Puerto Rico
$30.2M -$8.06M 2 1% Reduced
210
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$29.9M -$78.1M 4 0.04% Reduced
211
Natixis
Natixis
France
$29.8M +$25.2M 7 0.14% Increased
212
Level Four Advisory Services
Level Four Advisory Services
Texas
$29.6M -$23.2K 2 1.01% Reduced
213
APG Asset Management
APG Asset Management
Netherlands
$29.5M -$864K 2 0.08% Reduced
214
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$29.2M -$35.3M 5 0.02% Reduced
215
Mariner
Mariner
Kansas
$29.1M -$1.57M 7 0.04% Reduced
216
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$28.8M +$12.4M 11 0.02% Increased
217
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$28.7M +$1.13M 8 0.09% Increased
218
Banco Santander
Banco Santander
Spain
$28.3M $0 2 0.25% Maintained
219
Nomura Holdings
Nomura Holdings
Japan
$27.6M +$13.3M 7 0.04% Increased
220
Y-Intercept (HK)
Y-Intercept (HK)
Hong Kong
$27.6M +$14.6M 9 0.66% Increased
221
Mercer Global Advisors
Mercer Global Advisors
Colorado
$27.5M +$1.86M 8 0.05% Increased
222
HMCP
Hook Mill Capital Partners
New York
$27.5M +$34.1M 1 2.51% New
223
Ilex Capital Partners
Ilex Capital Partners
United Kingdom
$27.4M -$16.2M 2 0.87% Reduced
224
Creative Planning
Creative Planning
Kansas
$27.3M +$5.97M 14 0.02% Increased
225
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab
Denmark
$27.3M -$5.41M 3 0.25% Reduced
7 8
9
10 11