← 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
Highbridge Capital Management
Highbridge Capital Management
New York
$34.5M +$13.5M 3 1.06% Increased
177
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$34.5M +$1.76M 5 0.05% Increased
178
Nicholas Company
Nicholas Company
Wisconsin
$34.1M -$4.17M 3 0.81% Reduced
179
ProShare Advisors
ProShare Advisors
Maryland
$34M -$1.76M 7 0.2% Reduced
180
HCM
Hoplite Capital Management
New York
$33.5M +$33.3M 1 4% New
181
Walleye Trading
Walleye Trading
New York
$33.4M +$23.2M 7 0.26% Increased
182
Westwood Holdings Group
Westwood Holdings Group
Texas
$33.2M +$6.06M 1 0.34% Increased
183
National Pension Service
National Pension Service
South Korea
$32.6M +$1.19M 3 0.13% Increased
184
William Blair & Company
William Blair & Company
Illinois
$32.5M +$1.28M 4 0.2% Increased
185
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$32.1M +$2.45M 4 0.19% Increased
186
Welch & Forbes
Welch & Forbes
Massachusetts
$31.6M +$181K 1 0.79% Increased
187
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$31.4M +$7.63M 9 1.02% Increased
188
UBS O'Connor
UBS O'Connor
Illinois
$31.3M +$541K 2 0.87% Increased
189
US Bancorp
US Bancorp
Minnesota
$31.1M -$8.32M 12 0.09% Reduced
190
Rathbones Group
Rathbones Group
United Kingdom
$31M $0 1 1.02% Maintained
191
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$30.7M -$1.77M 12 0.03% Reduced
192
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$29.9M -$10.6M 3 0.27% Reduced
193
SCM
Stevens Capital Management
Pennsylvania
$29.6M +$26.1M 4 1.26% Increased
194
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$29.6M +$11M 5 0.35% Increased
195
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$29.6M -$18.2M 3 0.23% Reduced
196
Guggenheim Capital
Guggenheim Capital
Illinois
$29.3M -$6.15M 8 0.24% Reduced
197
PP
PDT Partners
New York
$29.1M -$409K 2 1.64% Reduced
198
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$28.8M -$7.02M 4 0.26% Reduced
199
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$28.4M +$5.57M 5 0.27% Increased
200
KBC Group
KBC Group
Belgium
$28.2M +$14.6M 6 0.23% Increased
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