← 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
351
HAIM
Hunter Associates Investment Management
Pennsylvania
$13.3M -$118K 3 3.08% Reduced
352
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$13.1M -$38.2K 6 0.04% Reduced
353
RCMC
RK Capital Management (Colorado)
Colorado
$13M +$1.59M 1 2.59% Increased
354
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$13M -$5.52M 3 0.39% Reduced
355
Engineers Gate Manager
Engineers Gate Manager
New York
$13M -$7.63M 12 0.64% Reduced
356
Empyrean Capital Partners
Empyrean Capital Partners
California
$12.9M $0 1 0.37% Maintained
357
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$12.9M -$784K 10 0.06% Reduced
358
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$12.8M -$12.8K 7 0.16% Reduced
359
HCMG
Howard Capital Management Group
California
$12.7M +$12M 1 1.33% New
360
LC
Littlejohn & Co
Connecticut
$12.7M +$11.7M 1 3.35% New
361
Nantahala Capital Management
Nantahala Capital Management
Connecticut
$12.6M -$46K 1 0.37% Reduced
362
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
$12.3M +$7.01M 15 0.21% Increased
363
Maven Securities
Maven Securities
Jersey
$12.2M -$26M 3 0.55% Reduced
364
DA
Duality Advisers
Florida
$12.2M +$8.67M 5 1.06% Increased
365
AA
Antipodean Advisors
New York
$12.2M -$4.95M 1 3.77% Reduced
366
CM
Capital Management
Virginia
$12.2M +$359K 1 2.72% Increased
367
AAM
AMI Asset Management
California
$12.1M +$869K 2 0.63% Increased
368
CC
Cipher Capital
New York
$12M +$1.96M 4 1.41% Increased
369
Boston Partners
Boston Partners
Massachusetts
$11.9M +$10.5M 1 0.02% Increased
370
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$11.8M -$9.87M 4 0.18% Reduced
371
BBL
Beck Bode LLC
Massachusetts
$11.5M +$9.6M 1 3.55% New
372
Natixis
Natixis
France
$11.5M -$37.5M 5 0.04% Reduced
373
Första AP-fonden
Första AP-fonden
Sweden
$11.4M -$2.29M 4 0.16% Reduced
374
2L
22NW LP
Washington
$11.4M $0 1 3.51% Maintained
375
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$11.4M +$170K 4 0.12% Increased
13 14
15
16 17