← 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
CIP
Convergence Investment Partners
Florida
$10.2M +$2.8M 2 1.41% Increased
302
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
$10.1M -$10.3M 5 0.04% Reduced
303
MSA
Mason Street Advisors
Wisconsin
$10M +$285K 6 0.29% Increased
304
Aberdeen Asset Management
Aberdeen Asset Management
United Kingdom
$9.86M +$566K 4 0.04% Increased
305
M&T Bank
M&T Bank
New York
$9.85M +$414K 5 0.07% Increased
306
PGCM
Prescott Group Capital Management
Oklahoma
$9.79M $0 1 2.36% Maintained
307
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$9.69M -$608K 3 0.22% Reduced
308
NCM
Numina Capital Management
New York
$9.65M +$5.57M 1 1.83% Increased
309
Regions Financial Corp
Regions Financial Corp
Alabama
$9.61M -$1.09M 3 0.12% Reduced
310
Nomura Asset Management
Nomura Asset Management
Japan
$9.57M +$96.6K 4 0.18% Increased
311
Azimuth Capital Management
Azimuth Capital Management
Michigan
$9.43M -$135K 2 0.84% Reduced
312
WRBC
W.R. Berkley Corp
Connecticut
$9.41M +$36.3K 1 1.28% Increased
313
HP
Hound Partners
New York
$9.3M +$3.44M 1 0.25% Increased
314
1M
13D Management
New York
$9.2M +$2.46M 1 3.78% Increased
315
Coatue Management
Coatue Management
New York
$9.03M $0 1 0.13% Maintained
316
CAM
CMT Asset Management
Illinois
$8.99M +$8.6M 1 0.45% Increased
317
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$8.98M -$30.2K 3 0.31% Reduced
318
SAM
Sentinel Asset Management
Vermont
$8.92M -$1.23M 1 0.21% Reduced
319
GI
Greenwood Investments
Massachusetts
$8.9M -$1.18M 1 16.43% Reduced
320
Robeco Schweiz
Robeco Schweiz
Switzerland
$8.9M +$518K 1 0.82% Increased
321
KCM
Kingdon Capital Management
New York
$8.78M +$8.98M 1 0.48% New
322
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$8.75M -$1.76M 3 0.23% Reduced
323
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$8.7M -$955K 6 0.08% Reduced
324
Trexquant Investment
Trexquant Investment
Connecticut
$8.69M +$5.33M 4 1.14% Increased
325
ExxonMobil Investment Management
ExxonMobil Investment Management
Texas
$8.67M +$475K 2 0.18% Increased
11 12
13
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