← 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
Aquatic Capital Management
Aquatic Capital Management
Illinois
$30.5M -$17.7M 5 0.83% Reduced
252
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$30.2M +$21.8M 5 0.18% Increased
253
Axa
Axa
France
$30.1M -$4.73M 5 0.09% Reduced
254
Royal London Asset Management
Royal London Asset Management
United Kingdom
$29.7M +$1.12M 4 0.07% Increased
255
WTA
Washington Trust Advisors
Massachusetts
$29.5M -$431K 4 2.46% Reduced
256
Comerica Bank
Comerica Bank
Texas
$29.3M +$522K 13 0.12% Increased
257
ACM
Atika Capital Management
New York
$29.2M -$466K 1 3.1% Reduced
258
Nicholas Company
Nicholas Company
Wisconsin
$29.1M -$1.17M 2 0.47% Reduced
259
Confluence Investment Management
Confluence Investment Management
Missouri
$28.3M -$746K 1 0.39% Reduced
260
Mariner
Mariner
Kansas
$28.2M +$1.23M 9 0.05% Increased
261
Alyeska Investment Group
Alyeska Investment Group
Illinois
$28.1M +$26.9M 2 0.11% Increased
262
TLP
Tri Locum Partners
New York
$28M -$124K 1 5.79% Reduced
263
RPAM
Rhenman & Partners Asset Management
Sweden
$27.8M +$5.44M 1 2.86% Increased
264
MetLife Investment Management
MetLife Investment Management
New Jersey
$27.7M +$712K 14 0.15% Increased
265
ROIC
Route One Investment Company
California
$27.6M -$70.5M 1 1.08% Reduced
266
GW&K Investment Management
GW&K Investment Management
Massachusetts
$27.6M -$1.03M 8 0.23% Reduced
267
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$27.5M -$56.6M 2 0.18% Reduced
268
CISOA
Capital Investment Services of America
Wisconsin
$27.1M -$472K 1 2.58% Reduced
269
SAM
Scopus Asset Management
New York
$26.9M -$59M 1 0.64% Reduced
270
Riverbridge Partners
Riverbridge Partners
Minnesota
$26.3M +$27.6M 1 0.36% New
271
Nomura Holdings
Nomura Holdings
Japan
$26.3M +$13.9M 9 0.04% Increased
272
MC
Martin Currie
United Kingdom
$26.3M -$3.77M 1 0.97% Reduced
273
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$26.1M +$3.8M 8 0.13% Increased
274
Norinchukin Bank
Norinchukin Bank
Japan
$26M +$2.57M 4 0.55% Increased
275
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$25.9M -$4.36M 2 0.16% Reduced