← 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
201
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$22.2M +$2.81M 6 0.03% Increased
202
PP
Prospector Partners
Connecticut
$22M -$2.84M 1 0.98% Reduced
203
Highbridge Capital Management
Highbridge Capital Management
New York
$21.8M +$6.54M 4 0.26% Increased
204
PIA
Piedmont Investment Advisors
North Carolina
$21.1M +$7.68M 1 1.13% Increased
205
UBS O'Connor
UBS O'Connor
Illinois
$21M +$13.3M 1 0.39% Increased
206
AP
Alydar Partners
Massachusetts
$20.9M +$18.4M 1 2.12% New
207
F&C Asset Management
F&C Asset Management
United Kingdom
$20.7M -$1.86M 4 0.25% Reduced
208
Aviva
Aviva
United Kingdom
$20.5M -$3.5M 4 0.17% Reduced
209
Two Sigma Advisers
Two Sigma Advisers
New York
$20.3M +$17.3M 3 0.2% Increased
210
DIA
Denver Investment Advisors
Colorado
$20.2M -$629K 2 0.57% Reduced
211
SAC Capital Advisors
SAC Capital Advisors
Connecticut
$20.2M -$94.1M 5 0.12% Reduced
212
Meyer Handelman Company
Meyer Handelman Company
New York
$20.2M +$270K 2 0.98% Increased
213
Putnam Investments
Putnam Investments
Massachusetts
$19.9M +$6.75M 7 0.05% Increased
214
ING Group
ING Group
Netherlands
$19.8M +$496K 2 0.1% Increased
215
Palisade Capital Management
Palisade Capital Management
New Jersey
$19.6M -$109K 2 0.51% Reduced
216
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$19.6M -$2.24M 5 0.11% Reduced
217
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$19.4M +$74.3K 3 0.06% Increased
218
RCM
Ratan Capital Management
Florida
$19.1M +$16.9M 1 4.65% New
219
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$19.1M -$61.9K 5 0.09% Reduced
220
Northern Trust Company of Connecticut
Northern Trust Company of Connecticut
Connecticut
$19M +$4.54M 6 0.12% Increased
221
LSV Asset Management
LSV Asset Management
Illinois
$18.7M -$504K 2 0.04% Reduced
222
Chevy Chase Trust
Chevy Chase Trust
Maryland
$18.6M +$536K 2 0.14% Increased
223
Numeric Investors
Numeric Investors
Massachusetts
$18.6M +$3.86M 3 0.31% Increased
224
Kennedy Capital Management
Kennedy Capital Management
Missouri
$18.5M -$1.36M 4 0.34% Reduced
225
SIM
Sadoff Investment Management
Wisconsin
$18M -$25.3K 1 2.5% Reduced