← 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
251	US Bancorp Minneapolis, Minnesota	$29.4M	+$2.38M	16	0.05%	Increased
252	ALPS Advisors Denver, Colorado	$29.2M	+$1.85M	3	0.32%	Increased
253	EARNEST Partners Atlanta, Georgia	$29M	+$327K	6	0.17%	Increased
254	Nisa Investment Advisors St. Louis, Missouri	$28.5M	-$9.63M	14	0.2%	Reduced
255	Axa Paris, France	$28.3M	-$319K	3	0.08%	Reduced
256	Virginia Retirement Systems Richmond, Virginia	$28M	+$171K	11	0.26%	Increased
257	Chartwell Investment Partners Berywn, Pennsylvania	$27.6M	-$6.13M	4	0.92%	Reduced
258	Amalgamated Bank New York	$27.3M	+$2.64M	17	0.21%	Increased
259	Amalgamated Financial New York	$27.3M	+$27.6M	17	0.22%	New
260	Schonfeld Strategic Advisors New York	$27.2M	+$3.97M	10	0.25%	Increased
261	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$27.2M	+$2.37M	9	0.17%	Increased
262	LPL Financial San Diego, California	$26.9M	+$5.04M	9	0.02%	Increased
263	Handelsbanken Fonder Stockholm, Sweden	$26.8M	-$338K	13	0.15%	Reduced
264	BM Bridger Management New York	$26.7M	+$4.08M	2	4.38%	Increased
265	LCG Lisanti Capital Growth New York	$26.6M	+$7.91M	1	2.99%	Increased
266	PGGM Investments Zeist, Netherlands	$26.6M	$0	2	0.13%	Maintained
267	Sachem Head Capital Management New York	$26.5M	+$28.8M	1	0.68%	New
268	British Columbia Investment Management Victoria, British Columbia, Canada	$26.5M	-$1.3M	4	0.17%	Reduced
269	GW&K Investment Management Boston, Massachusetts	$26.4M	+$20.3M	5	0.24%	Increased
270	CCPM Cooper Creek Partners Management New York	$25.6M	-$5.16M	1	2.64%	Reduced
271	Robeco Institutional Asset Management Rotterdam, Netherlands	$25.4M	-$16.6M	6	0.06%	Reduced
272	Arizona State Retirement System Phoenix, Arizona	$25.2M	+$670K	14	0.2%	Increased
273	Maverick Capital Dallas, Texas	$25.2M	-$2.01M	3	0.44%	Reduced
274	NIG NFJ Investment Group Dallas, Texas	$25.2M	-$775K	1	0.51%	Reduced
275	Kornitzer Capital Management Shawnee Mission, Kansas	$25M	+$1.12M	4	0.41%	Increased