← 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
MGM
Miura Global Management
New York
$31M $0 1 9.02% Maintained
177
Deerfield Management
Deerfield Management
New York
$30.7M +$26.2M 1 1.21% New
178
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$30.3M +$88.2K 1 0.69% Increased
179
Pzena Investment Management
Pzena Investment Management
New York
$30.2M -$347K 1 0.15% Reduced
180
Martingale Asset Management
Martingale Asset Management
Massachusetts
$30.2M -$14.1M 5 0.4% Reduced
181
HBK Investments
HBK Investments
Texas
$29.8M -$12.7M 3 0.23% Reduced
182
TI
Think Investments
California
$29.8M -$13.6M 1 6.87% Reduced
183
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
$29.5M +$336K 2 1.16% Increased
184
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$29.4M -$1.06M 5 0.08% Reduced
185
Meyer Handelman Company
Meyer Handelman Company
New York
$29.1M -$4.45M 3 1.39% Reduced
186
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$28.9M +$2.03M 2 0.2% Increased
187
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$28.6M -$6.84M 5 0.05% Reduced
188
Gotham Asset Management
Gotham Asset Management
New York
$28.5M -$2.83M 5 0.41% Reduced
189
Aviva
Aviva
United Kingdom
$28M -$4.21M 5 0.16% Reduced
190
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$27.8M -$1.2M 11 0.03% Reduced
191
SCM
Stonehill Capital Management
New York
$27.7M -$7.25M 1 11.27% Reduced
192
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$27.6M -$24.3M 5 0.14% Reduced
193
Brandes Investment Partners
Brandes Investment Partners
California
$27.4M +$27.8M 1 0.55% Increased
194
Wolverine Asset Management
Wolverine Asset Management
Illinois
$27.4M +$14.2M 1 0.28% Increased
195
Point72 Asset Management
Point72 Asset Management
Connecticut
$27.3M -$19.6M 2 0.12% Reduced
196
KCM
Kingdon Capital Management
New York
$27.2M +$14.9M 2 1.76% Increased
197
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$27M -$7.28M 11 0.05% Reduced
198
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$26.5M +$2.3M 6 0.13% Increased
199
Boston Trust Walden
Boston Trust Walden
Massachusetts
$26.5M -$14.1M 2 0.39% Reduced
200
DnB Asset Management
DnB Asset Management
Norway
$25.9M +$2.35M 4 0.31% Increased
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