← 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
176
EBIM
Eagle Boston Investment Management
Massachusetts
$29.5M +$3.13M 1 1.43% Increased
177
Bank of Montreal
Bank of Montreal
Ontario, Canada
$29.3M +$452K 8 0.04% Increased
178
GA
Glenhill Advisors
New York
$29.2M +$1.9M 1 2.81% Increased
179
Regions Financial Corp
Regions Financial Corp
Alabama
$28.2M -$14.3M 6 0.35% Reduced
180
Jefferies Group
Jefferies Group
New York
$28.1M +$3.07M 3 0.18% Increased
181
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$28.1M -$173K 9 0.2% Reduced
182
AR
Advisory Research
Illinois
$27.8M +$194K 1 0.29% Increased
183
HCCM
Herring Creek Capital Management
Connecticut
$27.3M +$28.9M 1 6.27% New
184
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$27M +$16K 5 0.16% Increased
185
City National Bank
City National Bank
Delaware
$26.9M +$3.33M 1 0.4% Increased
186
Federated Hermes
Federated Hermes
Pennsylvania
$26.7M -$550K 8 0.09% Reduced
187
ACM
American Capital Management
New York
$26.6M +$2M 1 3.29% Increased
188
1832 Asset Management
1832 Asset Management
Ontario, Canada
$26.6M +$8.25M 2 0.1% Increased
189
RIM
Rainier Investment Management
Washington
$26.4M -$4.8M 1 0.27% Reduced
190
VanEck Associates
VanEck Associates
New York
$26.4M +$10.8M 1 0.13% Increased
191
RCM
Riverhead Capital Management
Delaware
$26M +$2.57M 2 0.69% Increased
192
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$25.8M -$935K 10 0.02% Reduced
193
HI
Honeywell International
North Carolina
$25.7M +$27.6M 1 0.62% New
194
OAM
Oxford Asset Management
United Kingdom
$24.1M -$5.08M 3 0.61% Reduced
195
Marshall Wace North America
Marshall Wace North America
New York
$23.3M +$24.9M 2 0.49% New
196
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$23.1M +$7.92M 5 0.18% Increased
197
Artisan Partners
Artisan Partners
Wisconsin
$22.9M -$641K 1 0.04% Reduced
198
Korea Investment Corp
Korea Investment Corp
South Korea
$22.6M +$8.48M 3 0.21% Increased
199
DCM
Decade Capital Management
New York
$22.6M +$20.9M 1 1.65% New
200
TPSF
Texas Permanent School Fund
Texas
$22.3M -$901K 6 0.22% Reduced
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