← 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
SG Americas Securities
SG Americas Securities
New York
$27.4M -$3.46M 15 0.09% Reduced
252
Integral Health Asset Management
Integral Health Asset Management
New York
$27.3M -$4.43M 2 2.9% Reduced
253
Norinchukin Bank
Norinchukin Bank
Japan
$27.2M +$1.97M 4 0.5% Increased
254
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$27M +$26.6M 1 0.1% New
255
Mediolanum International Funds
Mediolanum International Funds
Ireland
$27M +$5.32M 4 0.37% Increased
256
APG Asset Management
APG Asset Management
Netherlands
$26.9M -$3.17M 2 0.08% Reduced
257
Comerica Bank
Comerica Bank
Texas
$26.7M -$807K 14 0.11% Reduced
258
Mariner
Mariner
Kansas
$26.6M -$472K 13 0.04% Reduced
259
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$26.6M -$2.41M 7 0.12% Reduced
260
Confluence Investment Management
Confluence Investment Management
Missouri
$26.5M -$1.21M 1 0.38% Reduced
261
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$26.5M +$180K 3 0.16% Increased
262
Engineers Gate Manager
Engineers Gate Manager
New York
$26.3M +$10.3M 10 0.44% Increased
263
CISOA
Capital Investment Services of America
Wisconsin
$26.3M -$233K 1 2.66% Reduced
264
SAM
Scopus Asset Management
New York
$26.2M -$379K 2 0.52% Reduced
265
BCM
Bronte Capital Management
Australia
$25.9M +$6.84M 1 2.1% Increased
266
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$25.8M -$5.67M 11 0.1% Reduced
267
MetLife Investment Management
MetLife Investment Management
New Jersey
$25.7M -$531K 14 0.14% Reduced
268
Braun Stacey Associates
Braun Stacey Associates
New York
$25.6M +$76K 1 1.05% Increased
269
ACM
Atika Capital Management
New York
$25.6M +$543K 1 3.6% Increased
270
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$25.5M +$373K 7 0.15% Increased
271
Trexquant Investment
Trexquant Investment
Connecticut
$25.5M +$8.48M 6 0.3% Increased
272
GW&K Investment Management
GW&K Investment Management
Massachusetts
$25.3M +$3.48M 8 0.23% Increased
273
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$25.3M +$5.92M 12 0.23% Increased
274
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$24.5M -$34.2M 14 0.1% Reduced
275
HighTower Advisors
HighTower Advisors
Illinois
$24.5M +$2.47M 11 0.03% Increased