← 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
Raymond James & Associates
Raymond James & Associates
Florida
$40.3M -$106K 6 0.13% Reduced
152
Allianz Asset Management
Allianz Asset Management
Germany
$40.2M +$4.77M 6 0.04% Increased
153
Balyasny Asset Management
Balyasny Asset Management
Illinois
$39.9M -$51.9M 4 0.26% Reduced
154
Moore Capital Management
Moore Capital Management
New York
$39.8M +$22.3M 2 1.56% Increased
155
AIG
American International Group
New York
$39.7M -$2.45M 9 0.17% Reduced
156
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$36.6M -$357K 5 0.21% Reduced
157
Citigroup
Citigroup
New York
$36.6M -$1.43M 10 0.04% Reduced
158
Samlyn Capital
Samlyn Capital
New York
$36.4M -$14.2M 1 0.87% Reduced
159
STRS Ohio
STRS Ohio
Ohio
$36.1M -$1.34M 5 0.16% Reduced
160
CCMH
Cornerstone Capital Management Holdings
New York
$35.9M -$3.21M 4 0.29% Reduced
161
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$34.8M -$4.76M 4 0.3% Reduced
162
RMCP
Red Mountain Capital Partners
California
$34.5M +$113K 1 9.39% Increased
163
HCM
Holland Capital Management
Illinois
$34M -$16.2M 1 1.32% Reduced
164
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$33.6M -$225K 5 0.09% Reduced
165
TD Asset Management
TD Asset Management
Ontario, Canada
$33.1M +$1.96M 4 0.06% Increased
166
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$32.9M +$823K 8 0.24% Increased
167
RIG
Roosevelt Investment Group
New York
$32.7M +$3.79M 1 2.54% Increased
168
Korea Investment Corp
Korea Investment Corp
South Korea
$32.5M +$25.6M 3 0.19% Increased
169
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$32.4M -$2.71M 2 1.07% Reduced
170
Madison Investment Holdings
Madison Investment Holdings
Wisconsin
$32.4M +$363K 1 0.67% Increased
171
Eaton Vance Management
Eaton Vance Management
Massachusetts
$32.1M +$2.27M 2 0.09% Increased
172
Meyer Handelman Company
Meyer Handelman Company
New York
$31.8M -$91.6K 2 1.43% Reduced
173
Aperio Group
Aperio Group
California
$31.7M +$1.94M 9 0.25% Increased
174
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$31.6M -$690K 4 0.14% Reduced
175
MAMU
Marathon Asset Management (UK)
United Kingdom
$31.4M -$59.9K 1 0.66% Reduced
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