← 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
Artemis Investment Management
Artemis Investment Management
United Kingdom
$31.2M +$8.19M 1 0.37% Increased
177
PP
PDT Partners
New York
$30.8M +$4.71M 2 1.82% Increased
178
ARTA
A.R.T. Advisors
New York
$30.7M +$21.4M 7 1.74% Increased
179
Prudential plc
Prudential plc
United Kingdom
$30.6M -$804K 2 0.09% Reduced
180
Soros Fund Management
Soros Fund Management
New York
$30.5M -$22.8M 1 0.71% Reduced
181
Westwood Holdings Group
Westwood Holdings Group
Texas
$30.5M -$7.31M 1 0.33% Reduced
182
TCW Group
TCW Group
California
$29.6M +$7.42M 1 0.32% Increased
183
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$29.5M +$2.57M 6 0.27% Increased
184
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$29.4M +$11.2M 8 0.43% Increased
185
Glenmede Trust
Glenmede Trust
Pennsylvania
$29.4M -$25.3M 10 0.13% Reduced
186
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$29.2M +$26.9M 1 0.21% New
187
US Bancorp
US Bancorp
Minnesota
$29.1M -$814K 12 0.08% Reduced
188
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$28.7M +$16.4M 5 0.4% Increased
189
KBC Group
KBC Group
Belgium
$28.3M +$372K 7 0.22% Increased
190
Jupiter Investment Management
Jupiter Investment Management
United Kingdom
$27.6M -$14.7M 2 0.28% Reduced
191
HT
HAP Trading
New York
$27.6M -$5.85M 1 2.12% Reduced
192
Asset Management One
Asset Management One
Japan
$27.4M -$7.76M 4 0.13% Reduced
193
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$27.2M +$134K 1 1.23% Increased
194
Panagora Asset Management
Panagora Asset Management
Massachusetts
$27.1M -$6.47M 9 0.12% Reduced
195
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$27.1M -$12.6M 5 0.24% Reduced
196
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$26.3M +$3.45M 8 0.08% Increased
197
Meyer Handelman Company
Meyer Handelman Company
New York
$26.1M +$349K 3 1.34% Increased
198
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$26M +$642K 5 0.16% Increased
199
Two Sigma Investments
Two Sigma Investments
New York
$26M -$199M 7 0.09% Reduced
200
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$25.9M -$15.5M 5 0.03% Reduced