← 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	Rockefeller Capital Management New York	$29.1M	-$15.8M	4	0.11%	Reduced
252	Treasurer of the State of North Carolina Raleigh, North Carolina	$29.1M	+$859K	5	0.16%	Increased
253	WIC Water Island Capital New York	$28.4M	+$22.9M	1	2.54%	New
254	Osaic Holdings Scottsdale, Arizona	$28.4M	+$4.44M	21	0.04%	Increased
255	CCPM Cooper Creek Partners Management New York	$28.2M	+$13.9M	2	1.61%	Increased
256	Mackenzie Financial Toronto Ontario, Ontario, Canada	$28.1M	+$1.75M	11	0.05%	Increased
257	Granahan Investment Management Waltham, Massachusetts	$28.1M	+$1.49M	1	1%	Increased
258	CCP Clarkston Capital Partners Rochester, Michigan	$28M	-$589K	2	0.55%	Reduced
259	PNC Financial Services Group Pittsburgh, Pennsylvania	$27.9M	-$1.37M	17	0.02%	Reduced
260	Quantbot Technologies New York	$27.8M	+$18.9M	9	1.87%	Increased
261	ACM Atika Capital Management New York	$27.8M	$0	1	3.65%	Maintained
262	Zurich Cantonal Bank Zurich, Switzerland	$27.6M	-$13.7M	16	0.12%	Reduced
263	MetLife Investment Management Whippany, New Jersey	$27.6M	-$522K	16	0.22%	Reduced
264	Hood River Capital Management Palm Beach Gardens, Florida	$27.6M	+$35.1M	1	0.89%	New
265	GC Greenvale Capital London, United Kingdom	$27.4M	+$33.5M	1	2.4%	New
266	Glenmede Trust Philadelphia, Pennsylvania	$27.3M	-$7.63M	8	0.16%	Reduced
267	SG Americas Securities New York	$27.3M	+$15M	15	0.31%	Increased
268	SIM SW Investment Management Telluride, Colorado	$26.1M	+$3.2M	1	11.6%	Increased
269	VCM Valiant Capital Management San Francisco, California	$26M	+$23.1M	1	2.51%	New
270	First Pacific Advisors El Segundo, California	$25.7M	-$49.6K	1	0.4%	Reduced
271	F1I Fund 1 Investments Rincon, Puerto Rico	$25.6M	+$5.15M	3	4.84%	Increased
272	LI Leeward Investments Boston, Massachusetts	$25.4M	-$3.92M	2	1.3%	Reduced
273	Bellevue Group Kuesnacht, Switzerland	$25.3M	-$76.2M	2	0.41%	Reduced
274	TOTUOP Trustees of The University of Pennsylvania Philaldelphia, Pennsylvania	$25.1M	$0	1	71.66%	Maintained
275	Eventide Asset Management Boston, Massachusetts	$24.8M	+$4.25M	1	0.45%	Increased