← 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
Madison Investment Holdings
Madison Investment Holdings
Wisconsin
$30.2M -$7.95M 1 0.54% Reduced
177
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$30.1M +$2.94M 2 0.23% Increased
178
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$29.2M -$397K 11 0.03% Reduced
179
DP
DSAM Partners
United Kingdom
$29.1M +$13.2M 1 4.93% Increased
180
HBK Investments
HBK Investments
Texas
$29.1M +$588K 3 0.2% Increased
181
Meyer Handelman Company
Meyer Handelman Company
New York
$29M +$177K 3 1.48% Increased
182
ProShare Advisors
ProShare Advisors
Maryland
$28.7M -$8.33M 8 0.19% Reduced
183
Artemis Investment Management
Artemis Investment Management
United Kingdom
$28.2M +$14.7M 1 0.44% Increased
184
ACPU
Arrowgrass Capital Partners (US)
Delaware
$28.1M +$111K 1 0.96% Increased
185
Federated Hermes
Federated Hermes
Pennsylvania
$27.9M -$22.4M 9 0.08% Reduced
186
GHCM
Glen Harbor Capital Management
California
$27.8M +$2.41M 6 0.63% Increased
187
ACB
Aristotle Capital Boston
Massachusetts
$27.5M +$9.62M 1 1.29% Increased
188
Stifel Financial
Stifel Financial
Missouri
$27.2M -$4.05M 8 0.09% Reduced
189
RSCM
Rock Springs Capital Management
Maryland
$26.9M +$24M 1 1.15% Increased
190
QIM
Quantitative Investment Management
Virginia
$26.9M +$22.5M 2 0.47% Increased
191
Adage Capital Partners
Adage Capital Partners
Massachusetts
$26.8M -$10.8M 2 0.06% Reduced
192
MCIM
Meadow Creek Investment Management
Georgia
$26.7M +$2.22M 5 0.58% Increased
193
Aviva
Aviva
United Kingdom
$26.6M -$3.01M 5 0.16% Reduced
194
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$26.4M -$8.6M 4 0.36% Reduced
195
Welch & Forbes
Welch & Forbes
Massachusetts
$26.4M -$232K 1 0.68% Reduced
196
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$26.2M +$1.27M 2 0.67% Increased
197
Jane Street
Jane Street
New York
$26.1M +$16.1M 6 0.07% Increased
198
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$26.1M +$12.7M 4 0.19% Increased
199
Andra AP-fonden
Andra AP-fonden
Sweden
$26M +$14M 3 0.67% Increased
200
Brandes Investment Partners
Brandes Investment Partners
California
$25.9M +$3.82M 1 0.55% Increased