← 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
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$61.5M +$54.9M 5 0.55% Increased
152
PE
Platinum Equity
California
$61M $0 1 38.38% Maintained
153
AIC
AWM Investment Company
New York
$60.9M -$2.5M 3 9.25% Reduced
154
IAM
Iridian Asset Management
Connecticut
$59.8M -$210K 2 5.94% Reduced
155
Two Sigma Investments
Two Sigma Investments
New York
$59.1M +$13.1M 7 0.2% Increased
156
Rockefeller Capital Management
Rockefeller Capital Management
New York
$59.1M -$199K 14 0.31% Reduced
157
AG
Artal Group
Luxembourg
$58.2M $0 1 2.49% Maintained
158
STRS Ohio
STRS Ohio
Ohio
$56.9M +$3.64M 14 0.27% Increased
159
UMB Bank
UMB Bank
Missouri
$56.9M -$1.64M 10 0.96% Reduced
160
Canada Life
Canada Life
Manitoba, Canada
$55.3M +$811K 11 0.16% Increased
161
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$55.3M +$80.9K 5 0.15% Increased
162
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$54.5M +$3.31M 1 0.85% Increased
163
Westfield Capital Management
Westfield Capital Management
Massachusetts
$54.3M +$6.58M 1 0.43% Increased
164
Natixis Advisors
Natixis Advisors
Massachusetts
$53.4M +$2.49M 7 0.23% Increased
165
Squarepoint
Squarepoint
New York
$51.7M +$17M 9 0.26% Increased
166
Frontier Capital Management
Frontier Capital Management
Massachusetts
$51.6M -$2.11M 2 0.6% Reduced
167
HRT Financial
HRT Financial
New York
$51.1M +$40.9M 10 0.55% Increased
168
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$49.3M -$252K 10 0.2% Reduced
169
Voloridge Investment Management
Voloridge Investment Management
Florida
$49.2M +$18.3M 7 0.27% Increased
170
Stifel Financial
Stifel Financial
Missouri
$49M -$14.1M 10 0.08% Reduced
171
AQR Capital Management
AQR Capital Management
Connecticut
$48M +$9.57M 14 0.12% Increased
172
Level Four Advisory Services
Level Four Advisory Services
Texas
$48M +$98K 3 4.66% Increased
173
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$47.5M +$5.9M 11 0.21% Increased
174
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$46.3M -$342K 1 0.22% Reduced
175
Jane Street
Jane Street
New York
$44.6M +$3.4M 13 0.02% Increased
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