← 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
Prudential plc
Prudential plc
United Kingdom
$28.1M -$13.6M 2 0.1% Reduced
202
Artemis Investment Management
Artemis Investment Management
United Kingdom
$28.1M -$2.32M 1 0.33% Reduced
203
PEAK6 Investments
PEAK6 Investments
Illinois
$26.8M +$18.9M 7 0.16% Increased
204
Hood River Capital Management
Hood River Capital Management
Florida
$26.2M +$12.1M 1 1.32% Increased
205
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$26M +$835K 5 0.17% Increased
206
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$24.8M -$4.26M 3 0.23% Reduced
207
BB&T Securities
BB&T Securities
Virginia
$24.6M +$9.4M 5 0.24% Increased
208
Arizona State Retirement System
Arizona State Retirement System
Arizona
$24.5M -$154K 8 0.29% Reduced
209
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$24.4M -$188K 6 0.13% Reduced
210
Meyer Handelman Company
Meyer Handelman Company
New York
$24.4M +$1.04M 3 1.27% Increased
211
Stifel Financial
Stifel Financial
Missouri
$24M +$3.72M 8 0.07% Increased
212
TCW Group
TCW Group
California
$23.9M +$4.67M 1 0.23% Increased
213
Marshall Wace
Marshall Wace
United Kingdom
$23.9M +$9.82M 8 0.22% Increased
214
PR
Payden & Rygel
California
$23.6M +$19.5M 1 1.72% New
215
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$23.6M +$2.38M 1 0.65% Increased
216
AIG
American International Group
New York
$23.5M -$196K 11 0.09% Reduced
217
Boston Trust Walden
Boston Trust Walden
Massachusetts
$23.4M -$4.07M 2 0.32% Reduced
218
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$23.4M -$3.78M 2 0.56% Reduced
219
SEC
Seven Eight Capital
New York
$23.3M +$4.63M 5 1.23% Increased
220
Bridgewater Associates
Bridgewater Associates
Connecticut
$23.2M -$2.9M 1 0.14% Reduced
221
Lazard Asset Management
Lazard Asset Management
New York
$23.1M -$14.3M 5 0.04% Reduced
222
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$23M +$962K 1 1.65% Increased
223
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$23M +$591K 9 0.22% Increased
224
Moore Capital Management
Moore Capital Management
New York
$22.9M $0 2 0.71% Maintained
225
1832 Asset Management
1832 Asset Management
Ontario, Canada
$22.5M +$4.76M 2 0.08% Increased