← 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
DZ Bank
DZ Bank
Germany
$33M +$14.3M 3 0.09% Increased
202
Kohlberg Kravis Roberts & Co
Kohlberg Kravis Roberts & Co
New York
$32.9M $0 1 0.2% Maintained
203
MGM
Miura Global Management
New York
$32.2M -$12.3M 1 8.5% Reduced
204
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$31.9M +$335K 5 0.26% Increased
205
Meyer Handelman Company
Meyer Handelman Company
New York
$31.5M +$60K 3 1.68% Increased
206
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$31M +$808K 1 1.46% Increased
207
Royce & Associates
Royce & Associates
New York
$30.9M +$1.42M 4 0.34% Increased
208
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$30.9M +$23.1M 4 0.62% Increased
209
Aviva
Aviva
United Kingdom
$30.6M -$5.12M 8 0.19% Reduced
210
MSL
Mackay Shields LLC
New York
$30.2M -$9.43M 7 0.24% Reduced
211
OrbiMed
OrbiMed
New York
$30.2M $0 1 0.43% Maintained
212
Marshall Wace North America
Marshall Wace North America
New York
$30.2M -$54M 5 0.2% Reduced
213
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$30M +$28.3M 1 0.43% New
214
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$29.8M +$11M 2 1.54% Increased
215
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$29.7M -$1.16M 10 0.27% Reduced
216
US Bancorp
US Bancorp
Minnesota
$29.6M -$571K 12 0.08% Reduced
217
CISOA
Capital Investment Services of America
Wisconsin
$29.4M -$201K 1 3.8% Reduced
218
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$29.4M -$8.83M 8 0.06% Reduced
219
SC
Sasco Capital
Connecticut
$29.4M -$4.93M 1 4.62% Reduced
220
PVI
Pura Vida Investments
New York
$29.3M -$2.15M 1 2.82% Reduced
221
Carmignac Gestion
Carmignac Gestion
France
$29.3M +$26M 2 0.4% Increased
222
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$29.1M -$5M 11 0.5% Reduced
223
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$28.9M +$2.4M 4 0.19% Increased
224
CCM
Candlestick Capital Management
Connecticut
$28.7M -$59.5M 2 1.04% Reduced
225
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$28.6M +$1.18M 5 0.17% Increased