← 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
OAM
Oxford Asset Management
United Kingdom
$18.6M +$10M 3 0.45% Increased
252
Nantahala Capital Management
Nantahala Capital Management
Connecticut
$18.5M +$13M 2 0.69% Increased
253
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$18.4M +$7.55M 3 0.22% Increased
254
MetLife Investment Management
MetLife Investment Management
New Jersey
$18.2M -$459K 10 0.2% Reduced
255
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$18.2M +$5.1M 8 0.25% Increased
256
Calamos Advisors
Calamos Advisors
Illinois
$18.1M +$13.5M 2 0.1% Increased
257
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$18M -$1.39M 3 0.33% Reduced
258
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$17.9M -$10.3M 5 0.16% Reduced
259
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$17.6M +$475K 7 0.08% Increased
260
CRCP
Copper Rock Capital Partners
Massachusetts
$17.6M +$2.99M 1 1.58% Increased
261
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$17.5M -$272K 6 0.06% Reduced
262
Foresters Investment Management
Foresters Investment Management
New York
$17.5M -$348K 2 0.35% Reduced
263
GGHC
Gilder Gagnon Howe & Co
New York
$17.4M +$468K 1 0.2% Increased
264
Boston Trust Walden
Boston Trust Walden
Massachusetts
$16.7M -$7.82M 1 0.21% Reduced
265
LCM
Landscape Capital Management
New Jersey
$16.7M +$12.4M 3 1.23% Increased
266
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$16.5M -$2.56M 4 0.22% Reduced
267
FTCM
Fir Tree Capital Management
New York
$16.3M -$5.1K 2 1.59% Reduced
268
SAM
Sectoral Asset Management
Quebec, Canada
$16.1M +$9.36M 1 2.77% Increased
269
Magnetar Financial
Magnetar Financial
Illinois
$16M +$16M 3 0.41% New
270
ACI
AMP Capital Investors
Australia
$15.5M -$1.4M 4 0.09% Reduced
271
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$15.5M -$14.4M 1 0.11% Reduced
272
FCI
Financial Counselors Inc
Kansas
$15.5M +$1.42M 3 0.61% Increased
273
Railway Pension Investments
Railway Pension Investments
United Kingdom
$15.2M +$5.64M 3 0.19% Increased
274
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$15.1M -$1.08M 5 0.34% Reduced
275
GEH
General Equity Holdings
New York
$15.1M +$15.5M 1 12.02% New
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