← 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
GA
Glenhill Advisors
New York
$32.3M +$166K 1 1.96% Increased
177
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$32.2M -$10.3M 1 2.06% Reduced
178
HBK Investments
HBK Investments
Texas
$32.2M -$533K 4 0.31% Reduced
179
MAMU
Marathon Asset Management (UK)
United Kingdom
$31.8M -$15.6M 1 0.7% Reduced
180
Laurion Capital Management
Laurion Capital Management
New York
$31.4M +$25.7M 2 0.5% Increased
181
Barclays
Barclays
United Kingdom
$31.3M +$2.9M 10 0.05% Increased
182
VDBMI
Van Den Berg Management I
Texas
$31M +$5.62M 1 4.08% Increased
183
AIM
Assured Investment Management
New York
$30.9M -$44.3M 4 0.68% Reduced
184
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$30.5M +$3.16K 8 0.23% Increased
185
Madison Investment Holdings
Madison Investment Holdings
Wisconsin
$30.4M +$3.79M 1 0.65% Increased
186
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$30M +$1.71M 9 0.04% Increased
187
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$29.9M +$6.54M 2 0.49% Increased
188
Meyer Handelman Company
Meyer Handelman Company
New York
$29.8M -$98K 2 1.38% Reduced
189
TD Asset Management
TD Asset Management
Ontario, Canada
$29.2M -$843K 4 0.05% Reduced
190
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$29.1M +$8.29M 2 0.19% Increased
191
Aperio Group
Aperio Group
California
$28.9M +$2.75M 9 0.25% Increased
192
Numeric Investors
Numeric Investors
Massachusetts
$28.8M +$1.63M 6 0.3% Increased
193
KI
Kalmar Investments
Delaware
$28.1M -$27.7M 1 1.15% Reduced
194
Eaton Vance Management
Eaton Vance Management
Massachusetts
$28.1M +$348K 2 0.09% Increased
195
Point72 Asset Management
Point72 Asset Management
Connecticut
$27M -$23.7M 2 0.21% Reduced
196
Locust Wood Capital Advisers
Locust Wood Capital Advisers
New York
$26.9M +$2.48M 1 2.85% Increased
197
RIG
Roosevelt Investment Group
New York
$26.9M -$4.63M 1 2.39% Reduced
198
Chevy Chase Trust
Chevy Chase Trust
Maryland
$26.6M +$742K 2 0.15% Increased
199
Highbridge Capital Management
Highbridge Capital Management
New York
$26.6M -$16.7M 3 0.44% Reduced
200
CRM
Cramer Rosenthal McGlynn
Connecticut
$26.1M -$4.71M 1 0.41% Reduced
6 7
8
9 10