← 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
DZ Bank
DZ Bank
Germany
$16.9M +$15.3M 3 0.06% Increased
252
Axa
Axa
France
$16.5M +$16.5M 4 0.08% Increased
253
Nomura Asset Management
Nomura Asset Management
Japan
$16.5M +$308K 4 0.17% Increased
254
Magnetar Financial
Magnetar Financial
Illinois
$16.5M +$656K 2 0.4% Increased
255
PP
PDT Partners
New York
$16.4M +$2.12M 3 1.3% Increased
256
MetLife Investment Management
MetLife Investment Management
New Jersey
$16.3M -$647K 11 0.22% Reduced
257
ACM
Atika Capital Management
New York
$16.2M +$296K 1 3.11% Increased
258
Woodline Partners
Woodline Partners
California
$16M +$16.9M 2 1.15% New
259
RIG
Roosevelt Investment Group
New York
$15.8M +$840K 2 1.81% Increased
260
BIM
Bogle Investment Management
Massachusetts
$15.8M +$12.4M 3 1.65% Increased
261
NSCM
New South Capital Management
Tennessee
$15.6M +$5.38M 1 0.69% Increased
262
UBS O'Connor
UBS O'Connor
Illinois
$15M -$6.36M 1 0.31% Reduced
263
JGC
J. Goldman & Co
New York
$15M +$781K 1 1.8% Increased
264
FCI
Financial Counselors Inc
Kansas
$14.8M -$84.4K 3 0.66% Reduced
265
HighTower Advisors
HighTower Advisors
Illinois
$14.6M -$7.63M 7 0.09% Reduced
266
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$14.6M +$2.31M 4 0.23% Increased
267
Balyasny Asset Management
Balyasny Asset Management
Illinois
$14.5M -$56.8M 8 0.17% Reduced
268
SCCM
Schafer Cullen Capital Management
New York
$14.5M -$622K 1 0.24% Reduced
269
Guggenheim Capital
Guggenheim Capital
Illinois
$14.2M -$4.27M 6 0.14% Reduced
270
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$14.1M +$3.17M 1 0.28% Increased
271
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$14.1M +$1.97M 4 0.22% Increased
272
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$14M +$1.08M 2 0.85% Increased
273
Capital Wealth Planning
Capital Wealth Planning
Florida
$14M +$15.1M 2 0.88% Increased
274
Eventide Asset Management
Eventide Asset Management
Massachusetts
$13.8M +$17.3M 1 0.45% Increased
275
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$13.6M -$15.1M 11 0% Reduced
9 10
11
12 13