← 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	Comerica Bank Dallas, Texas	$30.1M	+$1.22M	14	0.25%	Increased
227	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$30M	-$5.39M	5	0.05%	Reduced
228	ACM Argent Capital Management St Louis, Missouri	$29.9M	+$680K	1	1.17%	Increased
229	Nisa Investment Advisors St. Louis, Missouri	$29.9M	-$1.76M	15	0.25%	Reduced
230	Korea Investment Corp Seoul, South Korea	$29.8M	+$11.4M	3	0.09%	Increased
231	RHJA Rice Hall James & Associates San Diego, California	$29.6M	-$6.09M	1	1.71%	Reduced
232	KAM Krensavage Asset Management New York	$29.5M	+$207K	1	9.39%	Increased
233	Asset Management One Tokyo, Japan	$29.4M	-$794K	5	0.15%	Reduced
234	WTA Washington Trust Advisors Wellesley, Massachusetts	$29.3M	-$781K	6	2.74%	Reduced
235	Maverick Capital Dallas, Texas	$29.2M	+$141K	4	0.66%	Increased
236	State of Alaska Department of Revenue Juneau, Alaska	$29.1M	+$1.9M	12	0.39%	Increased
237	Polar Asset Management Partners Toronto, Ontario, Canada	$29.1M	+$26.9M	2	0.35%	Increased
238	MN Services Vermogensbeheer The Hague, Netherlands	$29.1M	-$1.86M	3	0.31%	Reduced
239	Kornitzer Capital Management Shawnee Mission, Kansas	$28.9M	-$242K	4	0.62%	Reduced
240	Weiss Multi-Strategy Advisers New York	$28.6M	+$21.8M	5	0.76%	Increased
241	Treasurer of the State of North Carolina Raleigh, North Carolina	$28.5M	+$1.04M	5	0.19%	Increased
242	T TOBAM Paris, France	$28.3M	+$5.7M	3	1.98%	Increased
243	CISOA Capital Investment Services of America Milwaukee, Wisconsin	$28.3M	-$151K	1	3.84%	Reduced
244	Los Angeles Capital Management Los Angeles, California	$28.2M	+$14.2M	6	0.15%	Increased
245	ExodusPoint Capital Management New York	$28M	+$4.89M	8	0.37%	Increased
246	Norinchukin Bank Tokyo, Japan	$27.8M	+$114K	4	0.57%	Increased
247	DekaBank Deutsche Girozentrale Frankfurt, Germany	$27.4M	-$4.26M	5	0.08%	Reduced
248	ACM Atika Capital Management New York	$27.2M	+$5.19M	1	2.31%	Increased
249	Amalgamated Bank New York	$26.8M	+$781K	19	0.26%	Increased
250	GAMCO Investors Greenwich, Connecticut	$26.4M	-$9.23M	4	0.31%	Reduced