← 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
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$31.5M +$16.3M 11 0.08% Increased
177
Stifel Financial
Stifel Financial
Missouri
$31.5M +$1.67M 7 0.12% Increased
178
Scout Investments
Scout Investments
Missouri
$30.9M -$268K 3 0.85% Reduced
179
OAM
Oxford Asset Management
United Kingdom
$30.1M +$18.9M 6 0.73% Increased
180
AQR Arbitrage
AQR Arbitrage
Connecticut
$29.4M -$15.5M 1 0.33% Reduced
181
TPG Group Holdings (SBS) Advisors
TPG Group Holdings (SBS) Advisors
Texas
$29.3M -$25.5M 1 0.35% Reduced
182
Highbridge Capital Management
Highbridge Capital Management
New York
$28.6M +$26.4M 6 0.42% Increased
183
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$28.5M -$610K 4 0.09% Reduced
184
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$28M -$5.65M 10 0.03% Reduced
185
Putnam Investments
Putnam Investments
Massachusetts
$27.7M +$17.4M 3 0.07% Increased
186
SCM
Stonehill Capital Management
New York
$27.4M +$26.2M 1 11.98% New
187
Wolverine Asset Management
Wolverine Asset Management
Illinois
$26.7M +$21.3M 1 0.41% Increased
188
Advisors Asset Management
Advisors Asset Management
Colorado
$26.7M +$5.91M 4 0.45% Increased
189
MAMU
Marathon Asset Management (UK)
United Kingdom
$26.7M -$1.09M 1 0.58% Reduced
190
SCA
Southpoint Capital Advisors
New York
$26.5M -$75.2M 1 1.12% Reduced
191
Nuveen
Nuveen
North Carolina
$26.4M -$9.87M 6 0.16% Reduced
192
RIG
Roosevelt Investment Group
New York
$26.4M -$6.45M 2 2.4% Reduced
193
PHS
PFM Health Sciences
California
$26.3M +$25.2M 1 0.66% New
194
Manning & Napier Advisors
Manning & Napier Advisors
New York
$26.3M -$9.9M 3 0.2% Reduced
195
Viking Global Investors
Viking Global Investors
Connecticut
$25.9M +$25.3M 1 0.11% New
196
PHS
Pekin Hardy Strauss
Illinois
$25.7M -$516K 1 5.03% Reduced
197
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$25.6M +$2.8M 1 0.63% Increased
198
BP
Banbury Partners
North Carolina
$25.5M +$23.9M 1 7.19% New
199
3CP
3G Capital Partners
New York
$25.2M +$23.7M 1 1.96% New
200
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$24.9M +$2.42M 3 0.23% Increased