← 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
CRCP
Copper Rock Capital Partners
Massachusetts
$20.7M -$725 1 1.57% Reduced
252
GL
Governors Lane
New York
$20.6M $0 1 3.32% Maintained
253
Fenimore Asset Management
Fenimore Asset Management
New York
$20.4M +$23.9K 1 0.62% Increased
254
MetLife Investment Management
MetLife Investment Management
New Jersey
$20.4M -$131K 11 0.21% Reduced
255
Andra AP-fonden
Andra AP-fonden
Sweden
$20.1M -$3.78M 4 0.57% Reduced
256
PP
Paloma Partners
Connecticut
$20M +$8.36M 9 0.3% Increased
257
OAM
Oxford Asset Management
United Kingdom
$19.8M -$1.79M 7 0.55% Reduced
258
ACM
Atika Capital Management
New York
$19.7M +$2.64M 1 3.8% Increased
259
Nantahala Capital Management
Nantahala Capital Management
Connecticut
$19.5M +$832K 2 0.6% Increased
260
Railway Pension Investments
Railway Pension Investments
United Kingdom
$19M +$677K 3 0.21% Increased
261
PP
PDT Partners
New York
$18.4M -$19.9M 5 1.13% Reduced
262
Quadrature Capital
Quadrature Capital
United Kingdom
$18.3M +$15M 3 0.69% Increased
263
FCI
Financial Counselors Inc
Kansas
$18.1M +$632K 3 0.64% Increased
264
SCCM
Schafer Cullen Capital Management
New York
$17.6M +$14M 1 0.21% Increased
265
PEAK6 Investments
PEAK6 Investments
Illinois
$17M -$4.87M 4 0.09% Reduced
266
Calamos Advisors
Calamos Advisors
Illinois
$16.6M -$4.59M 4 0.08% Reduced
267
1M
13D Management
New York
$16.5M +$14.6M 1 5.01% New
268
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$16.4M +$5.49M 4 0.12% Increased
269
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$16.4M -$14.9M 3 0.14% Reduced
270
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$16.2M +$5.4M 7 0.22% Increased
271
ARTA
A.R.T. Advisors
New York
$16.2M +$2.07M 6 0.8% Increased
272
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$16M -$2.92M 4 0.2% Reduced
273
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$15.9M -$577K 11 0.12% Reduced
274
Magnetar Financial
Magnetar Financial
Illinois
$15.9M -$401K 2 0.33% Reduced
275
SG Americas Securities
SG Americas Securities
New York
$15.4M -$22.2M 13 0.14% Reduced
9 10
11
12 13