← 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 Fund Management (CFM)
Capital Fund Management (CFM)
France
$53.7M -$4.34M 3 0.52% Reduced
127
GAM
GVO Asset Management
Switzerland
$53.6M $0 1 6.19% Maintained
128
Marshall Wace
Marshall Wace
United Kingdom
$52.5M +$11.7M 4 0.51% Increased
129
Comerica Bank
Comerica Bank
Texas
$51.7M -$1.88M 7 0.46% Reduced
130
VAM
Visium Asset Management
New York
$51M -$244K 2 0.87% Reduced
131
US Bancorp
US Bancorp
Minnesota
$50.5M +$1.59M 9 0.2% Increased
132
BlackRock Japan
BlackRock Japan
Japan
$50.3M +$184K 4 0.19% Increased
133
Canada Life
Canada Life
Manitoba, Canada
$48.5M +$20.2M 7 0.18% Increased
134
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$48.2M -$1M 10 0.04% Reduced
135
HCM
Holland Capital Management
Illinois
$48M -$27.7M 1 1.27% Reduced
136
Samlyn Capital
Samlyn Capital
New York
$47.8M -$31.1M 1 1.03% Reduced
137
SGAM
Smith Group Asset Management
Texas
$47.2M +$43.4M 3 1.41% Increased
138
SFM
Systematic Financial Management
New Jersey
$45.9M +$32.7M 3 0.57% Increased
139
Hennessy Advisors Inc
Hennessy Advisors Inc
California
$44.8M +$5.5M 1 1.36% Increased
140
Boston Trust Walden
Boston Trust Walden
Massachusetts
$44.4M +$5.18M 3 0.77% Increased
141
Franklin Resources
Franklin Resources
California
$43.9M -$152K 3 0.02% Reduced
142
Two Sigma Advisers
Two Sigma Advisers
New York
$43.4M +$15.1M 7 0.24% Increased
143
PAR Capital Management
PAR Capital Management
Massachusetts
$42.9M +$39.5M 1 0.69% New
144
PHS
PFM Health Sciences
California
$42.8M +$36.9M 2 1.32% New
145
Credit Agricole
Credit Agricole
France
$42.3M -$16.5M 3 0.2% Reduced
146
Victory Capital Management
Victory Capital Management
Texas
$42.2M -$22.8M 6 0.17% Reduced
147
PGGM Investments
PGGM Investments
Netherlands
$41.3M +$831K 2 0.22% Increased
148
Putnam Investments
Putnam Investments
Massachusetts
$41.2M -$4.31M 5 0.1% Reduced
149
Raymond James & Associates
Raymond James & Associates
Florida
$41.2M -$8.28M 6 0.14% Reduced
150
Winton Group
Winton Group
United Kingdom
$41M -$21.3M 3 0.44% Reduced