← 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
CC
Carlson Capital
Texas
$40.6M -$14.2M 1 0.49% Reduced
152
RCM
Riverhead Capital Management
Delaware
$40.4M -$13.4M 7 0.57% Reduced
153
AIG
American International Group
New York
$40.2M +$1.49M 10 0.16% Increased
154
ACM
American Capital Management
New York
$40.1M +$4.7M 1 3.5% Increased
155
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$39.8M -$3.1M 5 0.16% Reduced
156
LCS
Levin Capital Strategies
New York
$39.2M +$36.6M 1 0.71% New
157
Citigroup
Citigroup
New York
$39.1M -$4M 10 0.04% Reduced
158
RMCP
Red Mountain Capital Partners
California
$38.9M $0 1 9.11% Maintained
159
CCMH
Cornerstone Capital Management Holdings
New York
$38.3M -$1.87M 4 0.32% Reduced
160
Capstone Investment Advisors
Capstone Investment Advisors
New York
$38.1M -$550K 3 1.16% Reduced
161
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$37.9M -$2.17M 2 1.33% Reduced
162
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$37.5M +$2.71M 4 0.33% Increased
163
Allianz Asset Management
Allianz Asset Management
Germany
$37.3M -$47.1M 7 0.04% Reduced
164
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$36.8M -$53.8M 2 0.12% Reduced
165
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$35.8M +$21.7M 4 0.16% Increased
166
Congress Asset Management
Congress Asset Management
Massachusetts
$35.3M +$34.6M 1 0.85% New
167
STRS Ohio
STRS Ohio
Ohio
$35.2M -$959K 5 0.16% Reduced
168
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$34.9M +$213K 5 0.21% Increased
169
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$34.6M -$1.21M 4 0.14% Reduced
170
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$34.5M +$19.1M 6 0.09% Increased
171
HHC
Hutchin Hill Capital
New York
$33.7M +$4.93M 6 0.99% Increased
172
Westwood Holdings Group
Westwood Holdings Group
Texas
$33.5M +$30.6M 2 0.29% Increased
173
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$33.4M +$1.6M 2 0.12% Increased
174
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$32.8M -$586K 3 0.37% Reduced
175
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$32.6M +$2.8M 8 0.14% Increased
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