← 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
226	Nisa Investment Advisors St. Louis, Missouri	$19.3M	+$1.79M	7	0.25%	Increased
227	HP Hikari Power Tokyo, Japan	$19.1M	+$1.08M	1	2.27%	Increased
228	Alyeska Investment Group Chicago, Illinois	$18.8M	-$116M	1	0.17%	Reduced
229	TPSF Texas Permanent School Fund Austin, Texas	$18.8M	-$741K	6	0.25%	Reduced
230	Stephens Investment Management Group Houston, Texas	$18.8M	+$2.53M	1	0.56%	Increased
231	Carson Wealth (CWM LLC) Omaha, Nebraska	$18.8M	+$3.39M	3	1.3%	Increased
232	Andra AP-fonden Goteborg, Sweden	$18.7M	-$125K	3	0.5%	Reduced
233	Bridgewater Associates Westport, Connecticut	$18.7M	+$13.3M	2	0.18%	Increased
234	BC Beaconlight Capital New York	$18.6M	+$18.3M	1	6.74%	New
235	CC Carlson Capital Dallas, Texas	$18.4M	-$4.24M	1	0.23%	Reduced
236	Teacher Retirement System of Texas Austin, Texas	$18.4M	+$2.06M	5	0.13%	Increased
237	Nuveen Charlotte, North Carolina	$18.4M	-$75.5K	6	0.11%	Reduced
238	Arizona State Retirement System Phoenix, Arizona	$18.3M	+$29K	6	0.28%	Increased
239	CIM Calvert Investment Management Bethesda, Maryland	$18.3M	-$1.27M	5	0.67%	Reduced
240	CC Cipher Capital New York	$18.3M	+$6.66M	3	1.13%	Increased
241	Winton Group London, United Kingdom	$18.1M	+$12.1M	3	0.31%	Increased
242	PP PDT Partners New York	$18M	+$2.42M	3	1.05%	Increased
243	CCM Clearfield Capital Management New York	$17.7M	+$17.3M	1	4.01%	New
244	Welch & Forbes Boston, Massachusetts	$17.5M	-$1.17M	1	0.6%	Reduced
245	Tudor Investment Corp Stamford, Connecticut	$17.3M	+$10.9M	6	0.41%	Increased
246	ProShare Advisors Bethesda, Maryland	$17.3M	+$4.7M	5	0.24%	Increased
247	PHS Pekin Hardy Strauss Chicago, Illinois	$17.2M	+$17.2M	1	2.94%	Increased
248	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$17.1M	-$15.4M	3	0.04%	Reduced
249	SCM Stevens Capital Management Radnor, Pennsylvania	$17M	+$712K	3	0.71%	Increased
250	RCM Ratan Capital Management Miami Beach, Florida	$17M	+$16.6M	1	12.56%	New