← 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
ICM
Invenomic Capital Management
Massachusetts
$25.2M +$13.9M 1 1.34% Increased
277
Mariner
Mariner
Kansas
$25M +$9.16M 11 0.05% Increased
278
Trexquant Investment
Trexquant Investment
Connecticut
$24.8M -$1.87M 10 0.49% Reduced
279
STRS Ohio
STRS Ohio
Ohio
$24.7M +$1.57M 8 0.1% Increased
280
Resona Asset Management
Resona Asset Management
Japan
$24.4M +$23M 4 0.15% New
281
Arizona State Retirement System
Arizona State Retirement System
Arizona
$24.4M -$324K 14 0.17% Reduced
282
Andra AP-fonden
Andra AP-fonden
Sweden
$24.4M +$5.76M 1 0.43% Increased
283
CCPM
Cooper Creek Partners Management
New York
$24.2M -$8.17M 2 0.92% Reduced
284
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$23.8M -$14.4M 7 0.04% Reduced
285
Readystate Asset Management
Readystate Asset Management
Illinois
$23.6M +$12M 2 0.33% Increased
286
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$23.6M +$1.8M 14 0.1% Increased
287
Eagle Asset Management
Eagle Asset Management
Florida
$23.4M +$4.69M 2 0.12% Increased
288
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$23M -$17M 5 0.15% Reduced
289
SC
Sasco Capital
Connecticut
$23M -$1.86M 1 3.08% Reduced
290
Alyeska Investment Group
Alyeska Investment Group
Illinois
$22.8M -$77.6M 2 0.14% Reduced
291
Shelton Capital Management
Shelton Capital Management
Colorado
$22.7M +$4.92M 4 0.65% Increased
292
TIM
Triodos Investment Management
Netherlands
$22.7M +$21M 1 2.05% New
293
Baupost Group
Baupost Group
Massachusetts
$22.6M +$6.08M 1 0.62% Increased
294
Algert Global
Algert Global
California
$22.5M +$1.25M 7 0.88% Increased
295
Norinchukin Bank
Norinchukin Bank
Japan
$22.3M -$613K 4 0.67% Reduced
296
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$22.2M -$238K 8 0.14% Reduced
297
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$22.1M +$80.5K 14 0.04% Increased
298
RC
Rovin Capital
Arizona
$21.9M $0 1 8.97% Maintained
299
B
Braidwell
Connecticut
$21.8M -$16.3M 1 0.7% Reduced
300
Amalgamated Bank
Amalgamated Bank
New York
$21.8M -$4.79M 19 0.19% Reduced
10 11
12
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