← 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
Fred Alger Management
Fred Alger Management
New York
$20M -$13.8M 1 0.1% Reduced
302
Resona Asset Management
Resona Asset Management
Japan
$19.9M -$2.65M 4 0.12% Reduced
303
Guggenheim Capital
Guggenheim Capital
Illinois
$19.9M +$2.43M 7 0.14% Increased
304
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$19.6M -$241K 5 0.1% Reduced
305
PointState Capital
PointState Capital
New York
$19.1M +$9.63M 1 0.42% Increased
306
HAM
Harber Asset Management
North Carolina
$19.1M +$2.51M 1 5.09% Increased
307
DJSG
D.J. St. Germain
Massachusetts
$19.1M -$106K 4 0.92% Reduced
308
RCW
Rheos Capital Works
Japan
$19M $0 2 1% Maintained
309
Nomura Asset Management
Nomura Asset Management
Japan
$19M -$21.6M 7 0.06% Reduced
310
First Pacific Advisors
First Pacific Advisors
California
$19M -$35.3K 1 0.26% Reduced
311
Cresset Asset Management
Cresset Asset Management
Illinois
$18.9M +$2.83M 9 0.08% Increased
312
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$18.7M +$129K 13 0.04% Increased
313
KCM
Kingdon Capital Management
New York
$18.7M +$23.9M 2 2.01% New
314
SG Americas Securities
SG Americas Securities
New York
$18.4M -$4.71M 12 0.11% Reduced
315
EHI
Eagle Health Investments
Connecticut
$18.3M +$2.73M 1 3.21% Increased
316
AT
Avalon Trust
New Mexico
$18.2M +$69.7K 1 1.44% Increased
317
Pathstone Holdings
Pathstone Holdings
New Jersey
$18.2M -$482K 8 0.08% Reduced
318
Rockefeller Capital Management
Rockefeller Capital Management
New York
$18M -$6.83M 5 0.05% Reduced
319
SIM
SW Investment Management
Colorado
$18M +$1.02M 1 5.73% Increased
320
ACM
Arvin Capital Management
Texas
$17.9M +$10.3M 1 5.63% Increased
321
TLP
Tri Locum Partners
New York
$17.8M +$20.8M 1 4.51% Increased
322
USS Investment Management
USS Investment Management
United Kingdom
$17.8M +$1.64M 3 0.14% Increased
323
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$17.7M +$18M 1 0.08% New
324
SDJVC
St. Denis J. Villere & Co
Louisiana
$17.5M +$17.8M 1 1.48% New
325
Davenport & Co
Davenport & Co
Virginia
$17.5M +$2.31M 5 0.11% Increased
11 12
13
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