← 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
126
Capital Guardian Trust
Capital Guardian Trust
California
$51.3M -$5.09M 1 0.4% Reduced
127
RCM
Riverhead Capital Management
Delaware
$51.2M +$8.63M 6 0.75% Increased
128
VAM
Visium Asset Management
New York
$51M +$1.5M 2 0.77% Increased
129
GAM
GVO Asset Management
Switzerland
$50.5M +$1.98M 1 5.22% Increased
130
Point72 Asset Management
Point72 Asset Management
Connecticut
$49.9M +$26.8M 2 0.41% Increased
131
Raymond James & Associates
Raymond James & Associates
Florida
$48.2M -$694K 5 0.17% Reduced
132
Comerica Bank
Comerica Bank
Texas
$47.8M -$1.75M 7 0.47% Reduced
133
BlackRock Japan
BlackRock Japan
Japan
$47.3M +$48.9K 3 0.18% Increased
134
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$46.4M -$4.19M 10 0.04% Reduced
135
US Bancorp
US Bancorp
Minnesota
$46.1M -$2.94M 8 0.19% Reduced
136
MAMU
Marathon Asset Management (UK)
United Kingdom
$45.8M -$537K 2 1.04% Reduced
137
Highbridge Capital Management
Highbridge Capital Management
New York
$43.6M +$15.7M 2 0.67% Increased
138
Bank of Montreal
Bank of Montreal
Ontario, Canada
$43M +$5.86M 10 0.05% Increased
139
Putnam Investments
Putnam Investments
Massachusetts
$42.9M +$2.47M 5 0.1% Increased
140
Franklin Resources
Franklin Resources
California
$41.8M -$604K 3 0.02% Reduced
141
RMCP
Red Mountain Capital Partners
California
$41.5M $0 1 10.92% Maintained
142
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$40.8M +$6.74M 2 2.44% Increased
143
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$39.8M -$8.37M 5 0.18% Reduced
144
Citigroup
Citigroup
New York
$39.7M +$17.4M 10 0.04% Increased
145
Russell Frank Company
Russell Frank Company
Washington
$39.4M +$6.92M 9 0.07% Increased
146
PGGM Investments
PGGM Investments
Netherlands
$38.3M -$1.04M 2 0.2% Reduced
147
Marshall Wace
Marshall Wace
United Kingdom
$38.2M -$10.2M 3 0.36% Reduced
148
OCAM
Owl Creek Asset Management
New York
$37.3M +$542K 1 2.12% Increased
149
Pzena Investment Management
Pzena Investment Management
New York
$37M -$305K 1 0.23% Reduced
150
CC
Clearline Capital
New York
$36.8M +$30.5M 1 5.71% New
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