← 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
276
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$14.7M -$12.9M 4 0.23% Reduced
277
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$14.7M -$121K 1 0.1% Reduced
278
PGCM
Prescott Group Capital Management
Oklahoma
$14.6M +$2.19M 2 2.86% Increased
279
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$14.5M +$11.9M 4 0.22% Increased
280
DA
Denali Advisors
California
$14.4M -$458K 2 2.4% Reduced
281
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$14.1M +$6.12M 4 0.24% Increased
282
TCW Group
TCW Group
California
$14.1M +$17M 1 0.15% Increased
283
Davidson Kempner Capital Management
Davidson Kempner Capital Management
New York
$13.9M -$32.4M 1 0.27% Reduced
284
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$13.8M +$10.2M 1 0.14% Increased
285
Hood River Capital Management
Hood River Capital Management
Florida
$13.7M +$6.5M 1 0.81% Increased
286
KBC Group
KBC Group
Belgium
$13.6M -$25.1M 7 0.15% Reduced
287
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$13.6M -$1.47M 2 0.11% Reduced
288
STCG
Speece Thorson Capital Group
Minnesota
$13.6M +$429K 1 4.06% Increased
289
Azimuth Capital Management
Azimuth Capital Management
Michigan
$13.5M -$769K 3 1.04% Reduced
290
DG
Delek Group
Israel
$13.5M +$4.36M 1 0.62% Increased
291
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$13.3M -$539K 6 0.12% Reduced
292
SIM
Spark Investment Management
New York
$13.3M -$5.16M 2 0.92% Reduced
293
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$13.3M -$1.25M 4 0.07% Reduced
294
AA
Antipodean Advisors
New York
$13.1M +$1.32M 1 24.78% Increased
295
Wolverine Trading
Wolverine Trading
Illinois
$13M +$13.3M 4 0.04% Increased
296
SG Americas Securities
SG Americas Securities
New York
$13M -$13.9M 9 0.11% Reduced
297
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$12.9M +$3.4M 7 0.11% Increased
298
Artisan Partners
Artisan Partners
Wisconsin
$12.8M -$41.9M 1 0.03% Reduced
299
Natixis Advisors
Natixis Advisors
Massachusetts
$12.8M +$3.88M 4 0.13% Increased
300
Engineers Gate Manager
Engineers Gate Manager
New York
$12.6M +$4.44M 6 1.01% Increased