← 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
LSV Asset Management
LSV Asset Management
Illinois
$25.4M +$8.2M 2 0.06% Increased
177
GA
Glenhill Advisors
New York
$25.2M $0 1 2.28% Maintained
178
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$24.7M -$21.2M 2 0.25% Reduced
179
CCM
Coliseum Capital Management
Connecticut
$24.1M +$16.2M 2 9.33% Increased
180
Deerfield Management
Deerfield Management
New York
$24M -$9.1M 1 0.98% Reduced
181
Korea Investment Corp
Korea Investment Corp
South Korea
$23.9M +$3.87M 3 0.21% Increased
182
F&C Asset Management
F&C Asset Management
United Kingdom
$23.6M +$2.64M 4 0.3% Increased
183
PCM
Palestra Capital Management
New York
$23.5M +$13.1M 1 3.02% Increased
184
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$23.2M +$971K 5 0.17% Increased
185
RCM
Riverhead Capital Management
Delaware
$23M -$1.52M 3 0.5% Reduced
186
Citigroup
Citigroup
New York
$22.8M -$82M 10 0.02% Reduced
187
Analytic Investors
Analytic Investors
California
$22.8M -$8.2M 2 0.35% Reduced
188
GTP
Global Thematic Partners
New York
$22.8M +$6.49M 1 0.37% Increased
189
TD Asset Management
TD Asset Management
Ontario, Canada
$22.5M -$9.49M 4 0.04% Reduced
190
PRCM
Pine River Capital Management
Minnesota
$22.4M +$22.9M 2 0.34% Increased
191
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$21.6M +$130K 1 0.26% Increased
192
Virtu KCG Holdings
Virtu KCG Holdings
New York
$21.6M +$11.6M 5 0.27% Increased
193
Bridgewater Associates
Bridgewater Associates
Connecticut
$21.5M +$9.53M 2 0.18% Increased
194
ICM
IronBridge Capital Management
Illinois
$21.2M -$12.7M 1 0.46% Reduced
195
Artisan Partners
Artisan Partners
Wisconsin
$21.1M -$847K 1 0.04% Reduced
196
Locust Wood Capital Advisers
Locust Wood Capital Advisers
New York
$21M +$3.92M 1 3.42% Increased
197
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$21M +$2.79M 5 0.09% Increased
198
AR
Advisory Research
Illinois
$21M -$3.02M 3 0.22% Reduced
199
ACI
AMP Capital Investors
Australia
$20.8M +$6.82M 4 0.14% Increased
200
TPSF
Texas Permanent School Fund
Texas
$20.7M -$1.06M 6 0.21% Reduced
6 7
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