← 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
AQR Capital Management
AQR Capital Management
Connecticut
$32.9M -$4.61M 7 0.09% Reduced
152
Madison Investment Holdings
Madison Investment Holdings
Wisconsin
$32.1M -$2.82M 1 0.71% Reduced
153
Renaissance Technologies
Renaissance Technologies
New York
$31.5M -$35.6M 5 0.09% Reduced
154
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$31.3M +$108K 3 0.25% Increased
155
US Bancorp
US Bancorp
Minnesota
$30.6M -$1.17M 9 0.12% Reduced
156
ACM
American Capital Management
New York
$29.4M -$148K 1 3.42% Reduced
157
ARC
Absolute Return Capital
Massachusetts
$29.3M -$12M 2 0.41% Reduced
158
Adage Capital Partners
Adage Capital Partners
Massachusetts
$29.1M -$46.2M 1 0.07% Reduced
159
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$29M -$2.86M 2 0.3% Reduced
160
JCM
JGE Capital Management
California
$28.1M $0 1 60.92% Maintained
161
CC
Curian Capital
Colorado
$28M +$661K 2 0.5% Increased
162
MWR
McAdams Wright Ragen
Washington
$27.6M -$2.32M 1 1.54% Reduced
163
Panagora Asset Management
Panagora Asset Management
Massachusetts
$27.5M +$7.38M 7 0.13% Increased
164
CCM
Camber Capital Management
Massachusetts
$27.4M +$3.42M 1 2.58% Increased
165
Winton Group
Winton Group
United Kingdom
$27.1M -$37.8M 4 0.19% Reduced
166
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$26.8M -$436K 8 0.19% Reduced
167
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$26.8M -$9.98M 3 0.04% Reduced
168
RCM
Riverhead Capital Management
Delaware
$25.8M +$501K 3 0.44% Increased
169
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$25M -$22.8M 8 0.01% Reduced
170
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$24.8M +$7.12M 10 0.02% Increased
171
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$24.5M -$135K 5 0.17% Reduced
172
TCP
TAMRO Capital Partners
Virginia
$23.7M -$4.02M 2 1.57% Reduced
173
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$22.5M -$2.91M 5 0.09% Reduced
174
T
TOBAM
France
$22.5M +$15.3M 1 0.64% Increased
175
FCM
Force Capital Management
New York
$22.5M +$659K 1 2.83% Increased
5 6
7
8 9