← 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
HP
Hound Partners
New York
$27.7M +$22.9M 1 0.63% New
177
HHC
Hutchin Hill Capital
New York
$27.4M +$24.8M 3 0.68% Increased
178
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$27.2M -$3.54M 6 0.12% Reduced
179
Perkins Investment Management
Perkins Investment Management
Illinois
$26.7M -$7.87M 1 0.39% Reduced
180
Numeric Investors
Numeric Investors
Massachusetts
$26.6M +$18.9M 3 0.29% Increased
181
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$26.4M -$1.13M 9 0.03% Reduced
182
SCM
Stevens Capital Management
Pennsylvania
$26.3M +$22.6M 4 1.03% Increased
183
Eaton Vance Management
Eaton Vance Management
Massachusetts
$26.2M +$885K 2 0.08% Increased
184
Canada Life
Canada Life
Manitoba, Canada
$25.5M -$1.15M 7 0.1% Reduced
185
Madison Investment Holdings
Madison Investment Holdings
Wisconsin
$25M -$1.02M 1 0.54% Reduced
186
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$24.9M -$938K 8 0.18% Reduced
187
Two Sigma Advisers
Two Sigma Advisers
New York
$24.8M +$13.3M 6 0.15% Increased
188
Aperio Group
Aperio Group
California
$24.5M +$1.22M 9 0.22% Increased
189
Chevy Chase Trust
Chevy Chase Trust
Maryland
$24.5M -$249K 2 0.14% Reduced
190
VDBMI
Van Den Berg Management I
Texas
$23.7M -$1.67M 1 3.23% Reduced
191
Locust Wood Capital Advisers
Locust Wood Capital Advisers
New York
$23M -$9.64M 1 2.84% Reduced
192
Martingale Asset Management
Martingale Asset Management
Massachusetts
$22.4M -$2.47M 4 0.5% Reduced
193
EC
Engaged Capital
California
$22.4M $0 1 13.91% Maintained
194
H
Hexavest
Quebec, Canada
$22.3M -$14.6M 2 0.35% Reduced
195
Stifel Financial
Stifel Financial
Missouri
$22.3M +$1.14M 4 0.12% Increased
196
TCW Group
TCW Group
California
$22M +$16.9M 2 0.16% Increased
197
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$21.6M +$570K 2 0.39% Increased
198
Edge Asset Management
Edge Asset Management
Washington
$21.5M $0 1 0.21% Maintained
199
Första AP-fonden
Första AP-fonden
Sweden
$21.2M +$19.4M 1 0.68% New
200
Voloridge Investment Management
Voloridge Investment Management
Florida
$21.1M +$18M 3 1.51% Increased
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