← 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
KXA
KPCB XII Associates
California
$22.5M -$73.5M 1 36.12% Reduced
227
MC
Maplelane Capital
New York
$22.3M +$21.1M 1 0.62% New
228
USAA
United Services Automobile Association
Texas
$22.3M -$4.79M 7 0.06% Reduced
229
Andra AP-fonden
Andra AP-fonden
Sweden
$21.8M +$20.8M 4 0.63% New
230
Comerica Bank
Comerica Bank
Texas
$21.5M -$5.96M 10 0.17% Reduced
231
Jefferies Group
Jefferies Group
New York
$21.5M +$783K 6 0.18% Increased
232
Royal London Asset Management
Royal London Asset Management
United Kingdom
$21.4M -$455K 5 0.17% Reduced
233
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$21.2M -$21.2M 6 0.1% Reduced
234
MFAM
Motley Fool Asset Management
Virginia
$21.1M +$30.3K 1 2.44% Increased
235
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$21.1M +$1.75M 9 0.26% Increased
236
HIM
HGC Investment Management
Ontario, Canada
$20.6M +$10.7M 2 4.79% Increased
237
RIG
Roosevelt Investment Group
New York
$20.5M -$5.09M 2 2.55% Reduced
238
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$20.4M +$16.5M 8 0.06% Increased
239
PVI
Pura Vida Investments
New York
$20.4M -$225K 1 2.89% Reduced
240
Snyder Capital Management
Snyder Capital Management
California
$20.3M -$268K 1 0.96% Reduced
241
Group One Trading
Group One Trading
Illinois
$19.8M +$12.5M 5 0.22% Increased
242
RMCP
Red Mountain Capital Partners
California
$19.7M $0 1 14.27% Maintained
243
Aviva
Aviva
United Kingdom
$19.6M +$141K 5 0.13% Increased
244
Rockefeller Capital Management
Rockefeller Capital Management
New York
$19.5M +$372K 10 0.28% Increased
245
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$19.2M +$3.31M 4 0.4% Increased
246
Winton Group
Winton Group
United Kingdom
$19.1M -$1.58M 6 0.38% Reduced
247
MFWM
Motley Fool Wealth Management
Virginia
$19M -$308K 1 1.22% Reduced
248
NONA
Ninety One North America
New York
$18.8M +$2.85M 1 1.78% Increased
249
NAM
NorthCoast Asset Management
Connecticut
$18.7M -$1.26M 1 1.23% Reduced
250
SCM
Stadium Capital Management
Connecticut
$18.4M +$25.2M 1 9.76% New
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