← 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	CISOA Capital Investment Services of America Milwaukee, Wisconsin	$36.2M	-$1.3M	1	3.45%	Reduced
227	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$35.6M	+$1.82M	1	0.95%	Increased
228	AIG American International Group New York	$35.5M	-$2.77M	16	0.19%	Reduced
229	Axa Paris, France	$35.3M	-$4.79M	5	0.1%	Reduced
230	TCW Group Los Angeles, California	$35.2M	-$1.34M	1	0.09%	Reduced
231	CIBC Private Wealth Group Atlanta, Georgia	$34.9M	-$1.27M	3	0.08%	Reduced
232	Qube Research & Technologies (QRT) London, United Kingdom	$34.8M	+$30.4M	10	0.44%	Increased
233	Alecta Tjanstepension Omsesidigt Stockholm, Sweden	$34.3M	$0	1	0.16%	Maintained
234	ACI AMP Capital Investors Sydney, Australia	$34.1M	-$8.75M	4	0.19%	Reduced
235	Durable Capital Partners Bethesda, Maryland	$33.9M	+$38.8M	1	0.26%	New
236	CGC Continental Grain Company New York	$33.6M	+$27.2M	2	6.69%	Increased
237	Balyasny Asset Management Chicago, Illinois	$33.6M	-$29M	3	0.14%	Reduced
238	Retirement Systems of Alabama Montgomery, Alabama	$32.9M	-$4.01M	5	0.12%	Reduced
239	ACM Atika Capital Management New York	$32.6M	-$730K	1	1.94%	Reduced
240	Treasurer of the State of North Carolina Raleigh, North Carolina	$32.5M	+$742K	5	0.19%	Increased
241	Nicholas Company Milwaukee, Wisconsin	$31.9M	+$1.91M	2	0.56%	Increased
242	PFC Poplar Forest Capital Pasadena, California	$31.2M	+$3.81M	1	3.21%	Increased
243	Bridgeway Capital Management Houston, Texas	$31.2M	-$3.82M	4	0.6%	Reduced
244	Norinchukin Bank Tokyo, Japan	$31.2M	+$26.2M	4	0.43%	Increased
245	Jane Street New York	$30.8M	-$17.2M	14	0.01%	Reduced
246	Truist Financial Charlotte, North Carolina	$30.7M	-$2.46M	8	0.05%	Reduced
247	O'Shaughnessy Asset Management Stamford, Connecticut	$30.7M	+$2.41M	11	0.63%	Increased
248	BOTOTLSJU Board of Trustees of The Leland Stanford Junior University Redwood City, California	$30.6M	+$35.1M	1	2.28%	New
249	Comerica Bank Dallas, Texas	$30.6M	-$2.21M	11	0.18%	Reduced
250	Virginia Retirement Systems Richmond, Virginia	$30.6M	+$1.97M	7	0.31%	Increased