← 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
Gotham Asset Management
Gotham Asset Management
New York
$63.1M +$13.5M 6 0.87% Increased
127
CIP
CAS Investment Partners
Connecticut
$61.7M $0 1 18.74% Maintained
128
Nuveen
Nuveen
North Carolina
$61.4M +$18.1M 4 0.33% Increased
129
SAM
Scopus Asset Management
New York
$61.1M +$65.8M 1 0.81% New
130
Korea Investment Corp
Korea Investment Corp
South Korea
$61M +$2.09M 3 0.28% Increased
131
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
$60.7M +$4.34M 1 1.91% Increased
132
Royal London Asset Management
Royal London Asset Management
United Kingdom
$60.7M +$10.3M 3 0.62% Increased
133
Aperio Group
Aperio Group
California
$59.7M +$981K 11 0.26% Increased
134
Point72 Asset Management
Point72 Asset Management
Connecticut
$59.4M +$48M 5 0.24% Increased
135
Marshall Wace
Marshall Wace
United Kingdom
$59.2M +$25.5M 5 0.5% Increased
136
London Company of Virginia
London Company of Virginia
Virginia
$59M -$1.12M 1 0.46% Reduced
137
Bank of Montreal
Bank of Montreal
Ontario, Canada
$58.3M -$9.09M 12 0.05% Reduced
138
PWAM
Park West Asset Management
California
$57.2M -$85.7M 1 2.08% Reduced
139
Citigroup
Citigroup
New York
$56.2M -$10.3M 13 0.05% Reduced
140
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$56.2M +$7.93M 6 0.22% Increased
141
Davidson Kempner Capital Management
Davidson Kempner Capital Management
New York
$56.1M +$60.4M 1 0.61% New
142
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$55.8M +$32.7M 4 0.21% Increased
143
Glenmede Trust
Glenmede Trust
Pennsylvania
$54.4M +$27.8M 5 0.22% Increased
144
HBK Investments
HBK Investments
Texas
$53.7M +$22.8M 7 0.43% Increased
145
Baird Financial Group
Baird Financial Group
Wisconsin
$52.4M +$603K 4 0.33% Increased
146
PGGM Investments
PGGM Investments
Netherlands
$50.1M $0 1 0.26% Maintained
147
Axa
Axa
France
$50M +$26M 3 0.18% Increased
148
AQR Arbitrage
AQR Arbitrage
Connecticut
$50M -$13M 2 0.58% Reduced
149
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$49.6M +$17.6M 5 0.28% Increased
150
NCA
Newbrook Capital Advisors
New York
$49.2M -$27.7M 1 3.62% Reduced
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