← 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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$22M +$4.56M 4 0.38% Increased
227
Comerica Bank
Comerica Bank
Texas
$22M +$321K 10 0.18% Increased
228
MC
Martin Currie
United Kingdom
$21.7M +$953K 1 1.55% Increased
229
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$21.7M -$6.73M 12 0.4% Reduced
230
TAL
TIG Advisors LLC
New York
$21.3M +$19.6M 1 0.87% Increased
231
BAMCO Inc
BAMCO Inc
New York
$20.6M +$12.7M 1 0.08% Increased
232
Andra AP-fonden
Andra AP-fonden
Sweden
$20.5M -$1.41M 4 0.59% Reduced
233
Fenimore Asset Management
Fenimore Asset Management
New York
$20.3M $0 1 0.67% Maintained
234
Highbridge Capital Management
Highbridge Capital Management
New York
$20.3M -$14.5M 1 1.34% Reduced
235
HA
Halsey Associates
Connecticut
$19.6M -$954K 1 3.5% Reduced
236
RHJA
Rice Hall James & Associates
California
$19.2M +$1.4M 2 0.64% Increased
237
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$19.2M -$563K 7 0.54% Reduced
238
Royal London Asset Management
Royal London Asset Management
United Kingdom
$19.1M -$2.48M 4 0.18% Reduced
239
Natixis Advisors
Natixis Advisors
Massachusetts
$19.1M +$1.81M 4 0.16% Increased
240
Aviva
Aviva
United Kingdom
$18.9M -$415K 5 0.13% Reduced
241
CISOA
Capital Investment Services of America
Wisconsin
$18.9M +$40.4K 1 2.78% Increased
242
HighTower Advisors
HighTower Advisors
Illinois
$18.8M +$1.59M 7 0.11% Increased
243
RIG
Roosevelt Investment Group
New York
$18.7M +$1.36M 2 2.19% Increased
244
Bellevue Group
Bellevue Group
Switzerland
$18.2M +$3.61M 2 0.31% Increased
245
PEAK6 Investments
PEAK6 Investments
Illinois
$18.2M -$7.82M 6 0.12% Reduced
246
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$18.1M +$1.83M 3 0.32% Increased
247
Arizona State Retirement System
Arizona State Retirement System
Arizona
$18.1M -$6.42M 8 0.21% Reduced
248
Group One Trading
Group One Trading
Illinois
$17.3M -$1.58M 7 0.16% Reduced
249
DG
Delek Group
Israel
$17.3M +$2.9M 1 0.67% Increased
250
Great Lakes Advisors
Great Lakes Advisors
Illinois
$17.3M +$3.68M 3 0.38% Increased
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