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 |
Woodline Partners
San Francisco,
California
| $60.9M | +$55.6M | 5 | 0.58% | Increased |
|
| 152 |
Danske Bank
Copenhagen K,
Denmark
| $60.2M | -$27.6M | 8 | 0.22% | Reduced |
|
| 153 |
Credit Agricole
Montrouge Cedex,
France
| $59.6M | +$67.6M | 7 | 0.32% | Increased |
|
| 154 |
Sachem Head Capital Management
New York
| $58.7M | +$59.6M | 1 | 2.92% | New |
|
| 155 |
Cannell & Spears
New York
| $58.5M | +$55.7M | 2 | 1.21% | Increased |
|
| 156 |
William Blair & Company
Chicago,
Illinois
| $57.7M | -$5.81M | 6 | 0.18% | Reduced |
|
| 157 |
Tudor Investment Corp
Stamford,
Connecticut
| $56.7M | +$4.09M | 11 | 0.29% | Increased |
|
| 158 |
Cullen Capital Management
New York
| $55.7M | -$2.42M | 1 | 0.64% | Reduced |
|
| 159 |
C WorldWide Group
Copenhagen,
Denmark
| $55.3M | $0 | 1 | 0.6% | Maintained |
|
| 160 |
Harvard Management Company
Boston,
Massachusetts
| $55.1M | +$54.8M | 1 | 3.32% | New |
|
| 161 |
BCM
Brown Capital Management
Baltimore,
Maryland
| $54.6M | +$62.3M | 1 | 1.1% | Increased |
|
| 162 |
GGHC
Gilder Gagnon Howe & Co
New York
| $54.5M | +$1.09M | 3 | 0.68% | Increased |
|
| 163 |
Prudential Financial
Newark,
New Jersey
| $54.2M | -$18.8M | 12 | 0.08% | Reduced |
|
| 164 |
Voloridge Investment Management
Jupiter,
Florida
| $54.1M | +$28.1M | 4 | 0.2% | Increased |
|
| 165 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
| $54.1M | +$10.9M | 7 | 0.22% | Increased |
|
| 166 |
Baupost Group
Boston,
Massachusetts
| $53.2M | +$28.8M | 1 | 1.47% | Increased |
|
| 167 |
Copeland Capital Management
Conshohocken,
Pennsylvania
| $52.1M | +$270K | 2 | 0.98% | Increased |
|
| 168 |
B
Braidwell
Stamford,
Connecticut
| $50.8M | +$52.6M | 1 | 1.59% | Increased |
|
| 169 |
Segall Bryant & Hamill
Chicago,
Illinois
| $50.7M | +$10.3M | 4 | 0.9% | Increased |
|
| 170 |
DF Dent & Co
Baltimore,
Maryland
| $50.6M | -$11.3M | 1 | 0.65% | Reduced |
|
| 171 |
Ariel Investments
Chicago,
Illinois
| $49.8M | -$35.4M | 1 | 0.54% | Reduced |
|
| 172 |
UMB Bank
Kansas City,
Missouri
| $49.5M | -$151K | 11 | 0.81% | Reduced |
|
| 173 |
Axa
Paris,
France
| $49.1M | -$27.8M | 6 | 0.15% | Reduced |
|
| 174 |
Weiss Asset Management
Boston,
Massachusetts
| $47.9M | +$50.7M | 1 | 1.81% | New |
|
| 175 |
Gabelli Funds
Rye,
New York
| $46.9M | +$2.81M | 8 | 0.36% | Increased |
|