← 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
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$9.7M +$239K 5 0.18% Increased
302
RSCM
Rock Springs Capital Management
Maryland
$9.7M +$2.63M 1 0.71% Increased
303
WCM Investment Management
WCM Investment Management
California
$9.6M +$533K 1 0.22% Increased
304
Point72 Asset Management
Point72 Asset Management
Connecticut
$9.45M +$3.16M 2 0.07% Increased
305
Suntrust Banks
Suntrust Banks
Georgia
$9.41M -$267K 2 0.06% Reduced
306
PEAK6 Group
PEAK6 Group
Illinois
$9.39M +$5.36M 4 0.06% Increased
307
Engineers Gate Manager
Engineers Gate Manager
New York
$9.33M +$5.94M 5 0.91% Increased
308
City National Bank
City National Bank
Delaware
$9.16M -$165K 1 0.08% Reduced
309
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$9.08M -$244K 3 0.22% Reduced
310
Azimuth Capital Management
Azimuth Capital Management
Michigan
$9.01M +$134K 2 0.87% Increased
311
PAIM
Punch & Associates Investment Management
Minnesota
$9M -$668K 1 1.13% Reduced
312
BPM
Bronson Point Management
Connecticut
$8.96M +$7.91M 1 1.07% New
313
NCCM
Nine Chapters Capital Management
New Jersey
$8.93M +$7.16M 3 0.75% Increased
314
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$8.93M -$2.28M 5 0.12% Reduced
315
DVM
Dreman Value Management
Florida
$8.69M +$702K 1 0.72% Increased
316
CAM
Capstone Asset Management
Texas
$8.62M -$4.29K 5 0.25% Reduced
317
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$8.61M -$3.59M 3 0.1% Reduced
318
MSA
Mason Street Advisors
Wisconsin
$8.57M +$39.4K 6 0.26% Increased
319
DCM
Dynamic Capital Management
Jersey
$8.39M +$5.1M 2 2.14% Increased
320
FDCC
Foster Dykema Cabot & Co
Massachusetts
$8.34M -$859K 1 2.17% Reduced
321
Baird Financial Group
Baird Financial Group
Wisconsin
$8.33M +$7.68M 3 0.08% New
322
SG Americas Securities
SG Americas Securities
New York
$8.3M +$225K 6 0.05% Increased
323
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
$8.28M -$184K 5 0.29% Reduced
324
Creative Planning
Creative Planning
Kansas
$8.28M -$79.9K 2 0.08% Reduced
325
Pentwater Capital Management
Pentwater Capital Management
Florida
$8.26M -$2.3M 1 0.04% Reduced