← 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
301
MetLife Investment Management
MetLife Investment Management
New Jersey
$13M -$1.76M 14 0.06% Reduced
302
DCP
Distillate Capital Partners
Illinois
$12.9M -$197K 1 0.67% Reduced
303
Lighthouse Investment Partners
Lighthouse Investment Partners
Florida
$12.8M +$9.74M 1 0.35% Increased
304
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$12.8M -$340K 10 0.33% Reduced
305
Brevan Howard Capital Management
Brevan Howard Capital Management
Jersey
$12.7M +$7.89M 10 0.09% Increased
306
SCP
Steamboat Capital Partners
New York
$12.6M +$4.76M 2 2.7% Increased
307
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$12.6M +$1.74M 5 0.03% Increased
308
Prudential plc
Prudential plc
United Kingdom
$12.4M +$3.34M 2 0.07% Increased
309
CastleKnight Management
CastleKnight Management
New York
$12.3M +$3.99M 3 0.17% Increased
310
Aristeia Capital
Aristeia Capital
Connecticut
$12.2M -$813K 3 0.16% Reduced
311
TAIM
Te Ahumairangi Investment Management
New Zealand
$12.1M -$2.92M 2 1.95% Reduced
312
Advisors Asset Management
Advisors Asset Management
Colorado
$12M +$549K 9 0.18% Increased
313
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$12M -$513K 4 0% Reduced
314
FVCM
F&V Capital Management
Florida
$12M -$17K 1 2.21% Reduced
315
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management
California
$11.9M +$506K 11 0.1% Increased
316
Jones Financial Companies
Jones Financial Companies
Missouri
$11.9M -$8.86M 19 0% Reduced
317
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$11.9M +$689K 4 0.02% Increased
318
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$11.9M +$1.8M 4 0.2% Increased
319
Saba Capital Management
Saba Capital Management
New York
$11.9M +$7.3M 3 0.3% Increased
320
Nomura Asset Management
Nomura Asset Management
Japan
$11.8M +$234K 4 0.03% Increased
321
HI
Hendershot Investments
Virginia
$11.8M +$808K 1 1.54% Increased
322
Nicholas Company
Nicholas Company
Wisconsin
$11.7M -$26.9K 1 0.21% Reduced
323
BAM
Bastion Asset Management
Canada
$11.7M +$6.61M 1 3.98% Increased
324
Jennison Associates
Jennison Associates
New York
$11.7M +$280K 1 0.01% Increased
325
C WorldWide Group
C WorldWide Group
Denmark
$11.7M +$839K 1 0.28% Increased