← 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
ProShare Advisors
ProShare Advisors
Maryland
$39.1M +$4.89M 6 0.39% Increased
152
Raymond James & Associates
Raymond James & Associates
Florida
$39.1M -$4.13M 7 0.08% Reduced
153
HBK Investments
HBK Investments
Texas
$38.7M +$3.78M 4 0.24% Increased
154
BC
Bodenholm Capital
Sweden
$38.6M +$3.91M 1 17.27% Increased
155
Gotham Asset Management
Gotham Asset Management
New York
$38.3M -$40.1M 4 0.54% Reduced
156
Citigroup
Citigroup
New York
$38.1M +$11.8M 12 0.03% Increased
157
Evercore Wealth Management
Evercore Wealth Management
New York
$37.5M +$4.15M 4 1.45% Increased
158
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$37.4M -$618K 5 0.34% Reduced
159
Columbia Wanger Asset Management
Columbia Wanger Asset Management
Illinois
$36.9M -$11.9M 1 0.53% Reduced
160
National Pension Service
National Pension Service
South Korea
$36.6M +$2.88M 3 0.22% Increased
161
Becker Capital Management
Becker Capital Management
Oregon
$36.2M -$2.15M 1 1.3% Reduced
162
Aperio Group
Aperio Group
California
$35.6M +$820K 10 0.22% Increased
163
LHC
Lodge Hill Capital
New York
$35.2M +$35.1M 1 2.65% New
164
Eaton Vance Management
Eaton Vance Management
Massachusetts
$35.2M +$2.15M 4 0.09% Increased
165
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$35M -$173K 10 0.24% Reduced
166
TPG Group Holdings (SBS) Advisors
TPG Group Holdings (SBS) Advisors
Texas
$34.1M +$3.42M 1 0.47% Increased
167
Stifel Financial
Stifel Financial
Missouri
$32.9M +$2.93M 9 0.12% Increased
168
Adage Capital Partners
Adage Capital Partners
Massachusetts
$32.8M -$55M 1 0.08% Reduced
169
EC
Engaged Capital
California
$32.7M $0 1 4.86% Maintained
170
IP
Interval Partners
New York
$32.3M +$12.4M 1 1.41% Increased
171
Boston Trust Walden
Boston Trust Walden
Massachusetts
$31.8M -$4.79M 3 0.51% Reduced
172
TI
Think Investments
California
$31.3M +$29.5M 1 8.7% New
173
AQR Arbitrage
AQR Arbitrage
Connecticut
$31.1M +$271K 1 0.34% Increased
174
Squarepoint
Squarepoint
New York
$30.8M +$12.5M 5 0.61% Increased
175
Harris Associates
Harris Associates
Illinois
$30.8M +$30.7M 1 0.06% New
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