← 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
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$31.3M -$334K 10 0.04% Reduced
177
Aperio Group
Aperio Group
California
$30.9M -$1.8M 10 0.24% Reduced
178
CC
Carlson Capital
Texas
$30.6M +$8.81M 2 0.37% Increased
179
Credit Agricole
Credit Agricole
France
$30.4M -$17.3M 7 0.1% Reduced
180
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$30.3M -$23.8M 4 0.11% Reduced
181
Scout Investments
Scout Investments
Missouri
$30.2M -$9.34M 2 0.84% Reduced
182
Eaton Vance Management
Eaton Vance Management
Massachusetts
$30M +$215K 3 0.08% Increased
183
Barclays
Barclays
United Kingdom
$29.6M +$10M 11 0.03% Increased
184
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$29.5M +$29.9M 3 0.06% Increased
185
Fidelity International
Fidelity International
Bermuda
$28.9M +$2.67M 1 0.08% Increased
186
Stifel Financial
Stifel Financial
Missouri
$28.9M +$2.48M 7 0.12% Increased
187
MAMU
Marathon Asset Management (UK)
United Kingdom
$27.8M -$458K 1 0.6% Reduced
188
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$27.7M -$12.8M 4 0.1% Reduced
189
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$27.6M +$5.03M 7 0.01% Increased
190
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$26.5M +$3.53M 2 0.01% Increased
191
BC
Beaconlight Capital
New York
$25.1M +$2.53M 1 13.51% Increased
192
HCM
Holland Capital Management
Illinois
$24.9M -$964K 1 1.05% Reduced
193
HBK Investments
HBK Investments
Texas
$24.9M -$10.8M 2 0.24% Reduced
194
Point72 Asset Management
Point72 Asset Management
Connecticut
$24.8M +$23.3M 5 0.17% Increased
195
FQ
First Quadrant
California
$24.5M -$11.4M 6 0.5% Reduced
196
GA
Glenhill Advisors
New York
$24.3M -$1.86M 1 1.72% Reduced
197
PCM
Pennant Capital Management
New Jersey
$24.1M -$3.14M 1 0.94% Reduced
198
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$23.8M -$30.4M 3 0.2% Reduced
199
KI
Kalmar Investments
Delaware
$23.6M -$2.96M 1 1.21% Reduced
200
LSV Asset Management
LSV Asset Management
Illinois
$23.4M -$1.52M 4 0.04% Reduced
6 7
8
9 10