← 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
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$18.1M +$3.38M 8 0.31% Increased
252
Snyder Capital Management
Snyder Capital Management
California
$18M -$492K 1 0.97% Reduced
253
Great Lakes Advisors
Great Lakes Advisors
Illinois
$17.8M -$5.75M 2 0.42% Reduced
254
Stifel Financial
Stifel Financial
Missouri
$17.7M -$1.16M 8 0.06% Reduced
255
RMCP
Red Mountain Capital Partners
California
$17.5M $0 1 12.91% Maintained
256
1832 Asset Management
1832 Asset Management
Ontario, Canada
$17.4M +$75.2K 2 0.07% Increased
257
CISOA
Capital Investment Services of America
Wisconsin
$17.4M -$404K 1 3.1% Reduced
258
Nomura Holdings
Nomura Holdings
Japan
$17.3M +$8.41M 4 0.06% Increased
259
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$17.1M +$9.49M 5 0.01% Increased
260
QS Investors
QS Investors
New York
$16.9M +$3.44M 10 0.22% Increased
261
Deerfield Management
Deerfield Management
New York
$16.9M +$9M 1 0.68% Increased
262
KC
Kepos Capital
New York
$16.8M +$3.45M 4 1.3% Increased
263
MetLife Investment Management
MetLife Investment Management
New Jersey
$16.3M -$2.95M 11 0.2% Reduced
264
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$16.2M +$2.05M 7 0.31% Increased
265
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$16M +$2.62M 1 0.46% Increased
266
Foresters Investment Management
Foresters Investment Management
New York
$15.9M -$13.8M 2 0.3% Reduced
267
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$15.8M -$3.04M 4 0.14% Reduced
268
Railway Pension Investments
Railway Pension Investments
United Kingdom
$15.6M +$17.7M 3 0.31% New
269
FTCM
Fir Tree Capital Management
New York
$15.5M +$10.6M 2 1.09% Increased
270
PVI
Pura Vida Investments
New York
$15.3M +$5.07M 1 3.06% Increased
271
Fenimore Asset Management
Fenimore Asset Management
New York
$15.3M +$2.22M 1 0.62% Increased
272
NONA
Ninety One North America
New York
$15.2M -$216K 1 1.62% Reduced
273
Nomura Asset Management
Nomura Asset Management
Japan
$15.1M +$1.38M 4 0.17% Increased
274
RAM
RWC Asset Management
United Kingdom
$14.9M +$15.6M 1 0.78% New
275
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$14.7M +$10.1M 4 0.37% Increased
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