← 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
HBK Investments
HBK Investments
Texas
$39.1M +$2.26M 4 0.25% Increased
152
TCCM
Two Creeks Capital Management
New York
$38.6M +$36.9M 1 2.2% New
153
Barclays
Barclays
United Kingdom
$38.4M -$232K 12 0.04% Reduced
154
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$37.7M -$9.76M 6 0.2% Reduced
155
Aperio Group
Aperio Group
California
$37.4M +$1.68M 10 0.21% Increased
156
AQR Arbitrage
AQR Arbitrage
Connecticut
$36.9M +$3.69M 1 0.4% Increased
157
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$36.8M -$10.7M 3 0.12% Reduced
158
Madison Investment Holdings
Madison Investment Holdings
Wisconsin
$36.2M -$23.5K 1 0.65% Reduced
159
National Pension Service
National Pension Service
South Korea
$36.1M +$1.43M 3 0.2% Increased
160
CCM
Conatus Capital Management
Connecticut
$34.9M -$9.33M 1 4.21% Reduced
161
Voloridge Investment Management
Voloridge Investment Management
Florida
$34.9M +$4.13M 3 0.78% Increased
162
SCM
Stonehill Capital Management
New York
$34.7M +$10.7M 1 13.83% Increased
163
Los Angeles Capital Management
Los Angeles Capital Management
California
$33.8M -$18M 5 0.19% Reduced
164
Eaton Vance Management
Eaton Vance Management
Massachusetts
$33.7M +$266K 4 0.09% Increased
165
CC
Carlson Capital
Texas
$33.7M -$8.04M 2 0.58% Reduced
166
AIG
American International Group
New York
$33.2M -$19.2M 9 0.12% Reduced
167
SEI Investments
SEI Investments
Pennsylvania
$33.1M +$15.1M 11 0.12% Increased
168
Becker Capital Management
Becker Capital Management
Oregon
$33.1M -$112K 1 1.14% Reduced
169
Westwood Holdings Group
Westwood Holdings Group
Texas
$32.2M +$9.76M 3 0.26% Increased
170
HCM
Huber Capital Management
California
$32.2M -$17.2M 3 1.77% Reduced
171
Columbia Wanger Asset Management
Columbia Wanger Asset Management
Illinois
$32.1M -$3.98M 2 0.47% Reduced
172
Stifel Financial
Stifel Financial
Missouri
$31.7M -$1.79M 7 0.11% Reduced
173
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$31.3M -$10.2M 6 0.05% Reduced
174
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$31.3M +$8.23M 11 0.08% Increased
175
PP
PDT Partners
New York
$30.7M -$33.2K 2 1.02% Reduced
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