← 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
251
CCM
Cadence Capital Management
Massachusetts
$14.4M +$3.63M 3 0.49% Increased
252
PAM
PartnerRe Asset Management
Connecticut
$14.4M -$1.69M 2 2.42% Reduced
253
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$14.1M +$296K 5 0.12% Increased
254
SCM
Symons Capital Management
Pennsylvania
$13.9M +$15.6M 1 3.78% Increased
255
Credit Agricole
Credit Agricole
France
$13.9M +$14M 6 0.06% New
256
Polar Capital
Polar Capital
United Kingdom
$13.8M +$6.27M 1 0.37% Increased
257
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
$13.8M -$12.5M 1 0.85% Reduced
258
NIM
Nexus Investment Management
Ontario, Canada
$13.8M -$143K 1 2.94% Reduced
259
PP
PDT Partners
New York
$13.7M -$37.4M 3 0.37% Reduced
260
CC
Curian Capital
Colorado
$13.7M -$5.4M 2 0.24% Reduced
261
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$13.6M -$1.32M 5 0.21% Reduced
262
Highbridge Capital Management
Highbridge Capital Management
New York
$13.5M +$6.81M 3 0.14% Increased
263
TAM
Third Avenue Management
New York
$13.5M $0 1 0.26% Maintained
264
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$13.4M +$1.25M 1 0.33% Increased
265
Korea Investment Corp
Korea Investment Corp
South Korea
$13.4M -$6.69M 3 0.14% Reduced
266
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$13.3M -$2.46M 4 0.46% Reduced
267
Nomura Asset Management
Nomura Asset Management
Japan
$13.2M -$3.74M 5 0.25% Reduced
268
Northern Trust Company of Connecticut
Northern Trust Company of Connecticut
Connecticut
$13.2M +$305K 6 0.09% Increased
269
Ninety One (UK)
Ninety One (UK)
United Kingdom
$13.2M -$113M 1 0.1% Reduced
270
Zacks Investment Management
Zacks Investment Management
Illinois
$13.2M +$1.38M 3 0.57% Increased
271
NTC
North Tide Capital
Massachusetts
$13.1M +$6.04M 1 1.37% Increased
272
Placemark Investments
Placemark Investments
Illinois
$13M +$783K 7 0.25% Increased
273
Numeric Investors
Numeric Investors
Massachusetts
$12.7M +$9.72M 4 0.24% Increased
274
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$12.7M +$961K 3 0.03% Increased
275
PCM
Portolan Capital Management
Massachusetts
$12.4M -$344K 3 3.25% Reduced
9 10
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