← 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
151
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$40.4M +$10.3M 1 1.65% Increased
152
US Bancorp
US Bancorp
Minnesota
$37M -$1.87M 9 0.15% Reduced
153
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$36.7M +$3.38M 4 1.35% Increased
154
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$36.3M -$5.83M 5 0.14% Reduced
155
AC
Ascend Capital
California
$35.8M +$31.5M 1 1.09% New
156
SAM
Sawgrass Asset Management
Florida
$35.6M +$9.24M 1 2.13% Increased
157
ICM
IronBridge Capital Management
Illinois
$34.9M -$4.01M 2 0.74% Reduced
158
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$34.5M +$5.25M 1 0.43% Increased
159
OppenheimerFunds
OppenheimerFunds
New York
$34.2M -$17.6M 1 0.04% Reduced
160
Raymond James & Associates
Raymond James & Associates
Florida
$34M +$6.9M 5 0.26% Increased
161
AIG
American International Group
New York
$33.7M -$1.93M 10 0.16% Reduced
162
FGP
Foyston, Gordon, & Payne
Ontario, Canada
$33.3M +$10.6M 1 4.14% Increased
163
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$33.3M +$12.3M 3 0.41% Increased
164
Nuveen
Nuveen
North Carolina
$33.1M -$9.2M 6 0.21% Reduced
165
Analytic Investors
Analytic Investors
California
$33M -$14.5M 3 0.55% Reduced
166
Victory Capital Management
Victory Capital Management
Texas
$32.4M +$755K 2 0.23% Increased
167
STRS Ohio
STRS Ohio
Ohio
$32M -$594K 5 0.14% Reduced
168
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$31.8M +$12.8M 4 0.74% Increased
169
RMCP
Red Mountain Capital Partners
California
$31.8M +$4.25M 1 9.51% Increased
170
TCM
Tiger Consumer Management
New York
$31.5M -$25.5M 1 1.28% Reduced
171
TD Asset Management
TD Asset Management
Ontario, Canada
$31.1M -$4.61M 5 0.06% Reduced
172
ClearBridge Investments
ClearBridge Investments
New York
$31M +$3.55M 3 0.04% Increased
173
Deerfield Management
Deerfield Management
New York
$30.7M +$28.5M 1 1.59% New
174
FAM
Foundation Asset Management
New York
$30M +$27.8M 1 7.82% New
175
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$29.9M -$346K 4 0.15% Reduced
5 6
7
8 9