← 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
SAM
Scopus Asset Management
New York
$23.7M +$22.5M 1 0.67% New
252
JCM
JS Capital Management
New York
$23.5M +$19.2M 1 1.77% Increased
253
PR
Payden & Rygel
California
$23.2M -$6.62M 1 1.48% Reduced
254
RSCM
Rock Springs Capital Management
Maryland
$23.1M +$5M 1 0.63% Increased
255
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$22.8M -$3.79M 8 0.34% Reduced
256
PGGM Investments
PGGM Investments
Netherlands
$22.8M +$3.45M 1 0.13% Increased
257
ACM
Atika Capital Management
New York
$22.2M -$1.04M 1 2.87% Reduced
258
PGEBT
Pactiv General Employee Benefit Trust
Illinois
$22.2M +$20.9M 1 1.13% New
259
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$22.1M -$16.1M 3 0.51% Reduced
260
TD Asset Management
TD Asset Management
Ontario, Canada
$21.9M -$831K 6 0.03% Reduced
261
Osaic Holdings
Osaic Holdings
Arizona
$21.8M -$1.43M 15 0.07% Reduced
262
ProShare Advisors
ProShare Advisors
Maryland
$21.5M -$13.5M 9 0.11% Reduced
263
HighTower Advisors
HighTower Advisors
Illinois
$21.5M +$3.72M 9 0.12% Increased
264
Snyder Capital Management
Snyder Capital Management
California
$21.1M +$1.62M 1 0.95% Increased
265
MetLife Investment Management
MetLife Investment Management
New Jersey
$20.8M +$736K 11 0.24% Increased
266
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$20.7M +$8.6M 5 0.25% Increased
267
FCI
Financial Counselors Inc
Kansas
$20.2M +$2.45M 4 0.65% Increased
268
1832 Asset Management
1832 Asset Management
Ontario, Canada
$20.2M -$417K 1 0.06% Reduced
269
Gotham Asset Management
Gotham Asset Management
New York
$20M -$10.4M 7 0.6% Reduced
270
ICM
Indaba Capital Management
California
$19.5M +$16.8M 1 7.39% New
271
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$19.5M +$14.8M 3 0.33% Increased
272
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$19.4M -$3.54M 3 0.29% Reduced
273
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$18.9M +$5.78M 4 0.19% Increased
274
Natixis
Natixis
France
$18.6M +$12.6M 5 0.14% Increased
275
Fenimore Asset Management
Fenimore Asset Management
New York
$18.1M -$2.77M 2 0.64% Reduced
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