← 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	CIBC Private Wealth Group Atlanta, Georgia	$35.7M	+$1.21M	5	0.07%	Increased
227	MGM Miura Global Management New York	$35.6M	+$8.31M	2	6.04%	Increased
228	WTA Washington Trust Advisors Wellesley, Massachusetts	$35.6M	+$35.4M	5	2.41%	New
229	CCPM Cooper Creek Partners Management New York	$35.4M	+$10.8M	2	4.08%	Increased
230	CISOA Capital Investment Services of America Milwaukee, Wisconsin	$35M	-$739K	1	3.18%	Reduced
231	AIG American International Group New York	$34.8M	-$1.53M	17	0.17%	Reduced
232	Alecta Tjanstepension Omsesidigt Stockholm, Sweden	$34.1M	$0	1	0.15%	Maintained
233	Teacher Retirement System of Texas Austin, Texas	$33.9M	-$60.6M	14	0.15%	Reduced
234	Andra AP-fonden Goteborg, Sweden	$33.7M	-$14.1M	3	0.69%	Reduced
235	Artemis Investment Management Edinburgh, United Kingdom	$33.7M	+$30.4M	1	0.24%	New
236	Nicholas Company Milwaukee, Wisconsin	$33.5M	+$1.21M	2	0.55%	Increased
237	Retirement Systems of Alabama Montgomery, Alabama	$33.5M	+$706K	4	0.12%	Increased
238	HighTower Advisors Chicago, Illinois	$33.5M	+$6.27M	8	0.07%	Increased
239	ExodusPoint Capital Management New York	$33.4M	+$11.5M	8	0.35%	Increased
240	Truist Financial Charlotte, North Carolina	$33.4M	+$2.59M	7	0.05%	Increased
241	TBC Tweedy, Browne Co Stamford, Connecticut	$33.3M	+$5.8M	1	1.06%	Increased
242	Fidelity International Hamilton, Bermuda	$33.2M	-$21.4M	2	0.03%	Reduced
243	IAM Iridian Asset Management Westport, Connecticut	$33.1M	+$23M	2	2.03%	Increased
244	Cubist Systematic Strategies Stamford, Connecticut	$32.7M	-$14.2M	17	0.31%	Reduced
245	CI CPMG Inc Dallas, Texas	$32.7M	+$5.97M	1	6.03%	Increased
246	Chartwell Investment Partners Berywn, Pennsylvania	$32.7M	-$793K	5	0.95%	Reduced
247	Mitsubishi UFJ Asset Management Tokyo, Japan	$32.2M	+$2.77M	4	0.13%	Increased
248	TCM Tekla Capital Management Boston, Massachusetts	$32M	+$15.4M	2	1.03%	Increased
249	Treasurer of the State of North Carolina Raleigh, North Carolina	$32M	-$412K	5	0.17%	Reduced
250	TIA Tandem Investment Advisors Charleston, South Carolina	$31.8M	+$2.83M	1	2.07%	Increased