← 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
226
SCM
Symons Capital Management
Pennsylvania
$19.7M +$188K 1 4.89% Increased
227
FTCM
Fir Tree Capital Management
New York
$19.5M $0 1 0.74% Maintained
228
Asset Management One
Asset Management One
Japan
$19M -$246K 4 0.28% Reduced
229
RHJA
Rice Hall James & Associates
California
$19M -$1.55M 2 1.1% Reduced
230
SG Americas Securities
SG Americas Securities
New York
$19M -$18M 7 0.14% Reduced
231
Kennedy Capital Management
Kennedy Capital Management
Missouri
$19M +$7.83M 3 0.39% Increased
232
Nuveen
Nuveen
North Carolina
$18.8M +$2.49M 6 0.1% Increased
233
Arizona State Retirement System
Arizona State Retirement System
Arizona
$18.5M +$410K 5 0.24% Increased
234
William Blair & Company
William Blair & Company
Illinois
$18.4M +$897K 6 0.17% Increased
235
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$18.2M -$7.61M 8 0.12% Reduced
236
Pzena Investment Management
Pzena Investment Management
New York
$18.2M -$21.6M 1 0.11% Reduced
237
NIM
Nexus Investment Management
Ontario, Canada
$17.7M +$3.38K 1 3.33% Increased
238
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$17.2M +$185K 2 0.18% Increased
239
PTC
Philadelphia Trust Company
Pennsylvania
$16.9M -$356K 1 1.45% Reduced
240
Andra AP-fonden
Andra AP-fonden
Sweden
$16.8M -$1.34M 3 0.44% Reduced
241
Jupiter Investment Management
Jupiter Investment Management
United Kingdom
$16.7M +$11.3M 1 0.34% Increased
242
Moore Capital Management
Moore Capital Management
New York
$16.6M $0 1 0.67% Maintained
243
Welch & Forbes
Welch & Forbes
Massachusetts
$16.4M -$131K 1 0.51% Reduced
244
Advisors Asset Management
Advisors Asset Management
Colorado
$16.4M -$5.16M 5 0.27% Reduced
245
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$16.2M -$672K 6 0.23% Reduced
246
SCM
Stevens Capital Management
Pennsylvania
$16.2M -$11.2M 2 0.64% Reduced
247
Hardman Johnston Global Advisors
Hardman Johnston Global Advisors
Connecticut
$15.8M +$12.3M 1 0.93% Increased
248
GC
GMT Capital
Georgia
$15.7M +$4.73M 1 0.39% Increased
249
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$15.5M +$2.07M 6 0.1% Increased
250
HighTower Advisors
HighTower Advisors
Illinois
$15.4M +$4.9M 6 0.05% Increased
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