← 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
DG
Delek Group
Israel
$15.7M -$1.15M 1 0.65% Reduced
277
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$15.4M +$4.23M 3 0.28% Increased
278
MSR
Main Street Research
Connecticut
$15.3M -$3.81M 1 4.88% Reduced
279
Engineers Gate Manager
Engineers Gate Manager
New York
$15.3M +$5.72M 4 0.93% Increased
280
RG
Renaissance Group
Kentucky
$15.3M +$3.26M 1 0.61% Increased
281
EP
Edgestream Partners
New Jersey
$15.2M +$9.58M 4 2.23% Increased
282
CIM
Contrarius Investment Management
Jersey
$15.2M +$20.8M 1 0.79% New
283
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$15M +$1.31M 5 0.06% Increased
284
Wolverine Trading
Wolverine Trading
Illinois
$15M +$112K 5 0.04% Increased
285
1WCM
12 West Capital Management
New York
$14.7M -$5.07M 1 1.2% Reduced
286
KCM
Kingdon Capital Management
New York
$14.7M +$13.9M 1 1.97% New
287
Todd Asset Management
Todd Asset Management
Kentucky
$14.4M +$2.07M 2 0.41% Increased
288
Nomura Asset Management
Nomura Asset Management
Japan
$14.4M -$1.33M 4 0.14% Reduced
289
CAM
Cormorant Asset Management
Massachusetts
$14.2M -$2.17M 1 0.96% Reduced
290
Element Capital Management
Element Capital Management
New York
$14M +$9.29M 6 0.43% Increased
291
FCM
Flinton Capital Management
Pennsylvania
$13.9M +$2.92M 7 0.46% Increased
292
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$13.8M +$110K 6 0.11% Increased
293
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$13.5M +$3.66M 6 0.56% Increased
294
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$13.3M -$3.7M 7 0.24% Reduced
295
CCI
Columbus Circle Investors
$13.3M +$10.1M 1 0.34% Increased
296
RCM
Riverhead Capital Management
Delaware
$13.1M +$433K 8 0.53% Increased
297
Gotham Asset Management
Gotham Asset Management
New York
$13.1M -$404K 5 0.19% Reduced
298
SG Americas Securities
SG Americas Securities
New York
$13M +$1.19M 10 0.12% Increased
299
CC
Cannell Capital
Wyoming
$12.9M +$197K 1 3.13% Increased
300
ARTA
A.R.T. Advisors
New York
$12.8M +$6.9M 7 0.77% Increased
10 11
12
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