← 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	Artisan Partners Milwaukee, Wisconsin	$28.6M	-$4.31M	1	0.05%	Reduced
252	T TOBAM Paris, France	$28.5M	-$214K	3	1.88%	Reduced
253	Zurich Cantonal Bank Zurich, Switzerland	$28.2M	+$7.08M	16	0.15%	Increased
254	Retirement Systems of Alabama Montgomery, Alabama	$28M	+$1.39M	5	0.12%	Increased
255	WorldQuant Millennium Advisors New York	$28M	-$1.61M	3	0.64%	Reduced
256	Mirae Asset Global Investments Seoul, South Korea	$27.9M	+$5.85M	15	0.07%	Increased
257	Bank of Nova Scotia Toronto, Ontario, Canada	$27.5M	+$11.9M	4	0.07%	Increased
258	First Pacific Advisors El Segundo, California	$27.4M	-$261K	1	0.42%	Reduced
259	WTA Washington Trust Advisors Wellesley, Massachusetts	$27.3M	-$643K	6	2.98%	Reduced
260	Eventide Asset Management Boston, Massachusetts	$27.3M	+$5.15M	1	0.54%	Increased
261	IP Isomer Partners New York	$26.8M	-$12.8M	1	17.11%	Reduced
262	WA Watchtower Advisors Old Greenwich, Connecticut	$26.8M	-$7.82M	1	15.83%	Reduced
263	CISOA Capital Investment Services of America Milwaukee, Wisconsin	$26.6M	-$322K	1	3.53%	Reduced
264	Glenmede Trust Philadelphia, Pennsylvania	$26.6M	-$43.8M	8	0.16%	Reduced
265	WHCM Wolf Hill Capital Management Greenwich, Connecticut	$26M	$0	1	5.51%	Maintained
266	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$25.9M	+$16.9M	3	0.13%	Increased
267	Weiss Multi-Strategy Advisers New York	$25.9M	-$6.62M	4	0.73%	Reduced
268	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$25.8M	+$856K	11	0.2%	Increased
269	KAM Krensavage Asset Management New York	$25.7M	-$200K	1	7.95%	Reduced
270	EHI Eagle Health Investments Greenwich, Connecticut	$25.6M	+$211K	1	5.9%	Increased
271	MN Services Vermogensbeheer The Hague, Netherlands	$25.5M	-$4.12M	3	0.29%	Reduced
272	Cookson Peirce & Co Pittsburgh, Pennsylvania	$25.3M	+$24.1M	1	1.65%	New
273	ExodusPoint Capital Management New York	$25M	-$4.98M	8	0.36%	Reduced
274	Aviva London, United Kingdom	$25M	-$375K	5	0.12%	Reduced
275	Douglas Lane & Associates New York	$24.9M	-$733K	1	0.42%	Reduced