← 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
Woodline Partners
Woodline Partners
California
$19.9M -$878K 4 0.11% Reduced
302
LCM
Landscape Capital Management
New Jersey
$19.8M +$2.73M 5 1.55% Increased
303
Första AP-fonden
Första AP-fonden
Sweden
$19.6M -$85.8K 3 0.13% Reduced
304
Y-Intercept (HK)
Y-Intercept (HK)
Hong Kong
$19.5M +$19.2M 8 0.48% Increased
305
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$19.5M -$967K 6 0.46% Reduced
306
Axiom Investors
Axiom Investors
Connecticut
$19.5M -$128M 1 0.16% Reduced
307
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$19.5M -$56.1K 5 0.1% Reduced
308
Pathstone Holdings
Pathstone Holdings
New Jersey
$19.4M -$1.71M 10 0.08% Reduced
309
2
2Xideas
Switzerland
$19.4M -$980K 1 3.34% Reduced
310
TLP
Tri Locum Partners
New York
$19.4M +$10.2M 1 5.88% Increased
311
BCM
Benchstone Capital Management
New York
$19.3M +$22.2M 1 1.7% New
312
Resona Asset Management
Resona Asset Management
Japan
$19.2M +$1.7M 4 0.09% Increased
313
IAM
Iridian Asset Management
Connecticut
$19.2M -$4.06M 1 6.65% Reduced
314
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$19.2M -$15.5K 9 0.51% Reduced
315
Miller Howard Investments
Miller Howard Investments
New York
$19M -$3.98M 1 0.6% Reduced
316
Nomura Holdings
Nomura Holdings
Japan
$18.9M -$4.67M 5 0.04% Reduced
317
Braun Stacey Associates
Braun Stacey Associates
New York
$18.7M -$1.35M 1 0.68% Reduced
318
First Eagle Investment Management
First Eagle Investment Management
New York
$18.7M -$24.4K 3 0.04% Reduced
319
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$18.6M +$1.13M 10 0.1% Increased
320
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$18.5M +$861K 9 0.03% Increased
321
Amalgamated Bank
Amalgamated Bank
New York
$18.4M -$260K 17 0.14% Reduced
322
DIA
Davidson Investment Advisors
Montana
$18.4M +$21.1M 1 0.83% New
323
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$18.3M -$1.43M 4 0.32% Reduced
324
ITP
Iron Triangle Partners
Connecticut
$18.1M -$46.2M 1 2.78% Reduced
325
Paradigm Capital Management Inc
Paradigm Capital Management Inc
New York
$18M +$14.1M 1 0.88% Increased
11 12
13
14 15