← 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
276	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$12.5M	-$25.2K	4	0.07%	Reduced
277	Panagora Asset Management Boston, Massachusetts	$12.4M	-$47.4M	7	0.06%	Reduced
278	Aperio Group Sausalito, California	$12.4M	-$10.1M	0	–	Closed
279	HTI Hikari Tsushin Inc Tokyo, Japan	$12.4M	$0	1	2.11%	Maintained
280	GGPE Golden Gate Private Equity San Francisco, California	$12.4M	+$12.1M	1	5.26%	New
281	Nomura Asset Management Tokyo, Japan	$12.3M	-$1.92M	5	0.22%	Reduced
282	Credit Agricole Montrouge Cedex, France	$12.3M	-$2.54M	7	0.05%	Reduced
283	PAIM Punch & Associates Investment Management Edina, Minnesota	$12.2M	+$946K	1	1.65%	Increased
284	Sculptor Capital New York	$12.1M	+$6.85M	2	0.03%	Increased
285	LCG Luxor Capital Group New York	$12M	-$117M	1	0.19%	Reduced
286	Public Employees Retirement Association of Colorado Denver, Colorado	$12M	-$688K	8	0.1%	Reduced
287	CC Curian Capital Denver, Colorado	$12M	-$2.68M	2	0.21%	Reduced
288	Bridgewater Associates Westport, Connecticut	$11.9M	-$6.55M	2	0.1%	Reduced
289	Fjarde Ap-fonden Stockholm, Sweden	$11.8M	-$539K	4	0.25%	Reduced
290	QI Qualcomm Inc San Diego, California	$11.8M	$0	2	0.61%	Maintained
291	Asset Management One Tokyo, Japan	$11.6M	+$125K	5	0.18%	Increased
292	Employees Retirement System of Texas Austin, Texas	$11.3M	+$1.96M	3	0.15%	Increased
293	RHBC R.H. Bluestein & Co Birmingham, Michigan	$11.1M	-$1.09M	3	0.7%	Reduced
294	HSA Hussman Strategic Advisors Ellicott City, Maryland	$11.1M	-$4.05M	1	0.79%	Reduced
295	SCM Sigma Capital Management Stamford, Connecticut	$11M	+$2.59M	1	0.62%	Increased
296	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$10.8M	+$20.8K	4	0.31%	Increased
297	DCM Dupont Capital Management Wilmington, Delaware	$10.8M	+$4.77M	3	0.19%	Increased
298	Virtu KCG Holdings New York	$10.6M	+$4.03M	9	0.12%	Increased
299	CISOA Capital Investment Services of America Milwaukee, Wisconsin	$10.6M	+$40.5K	1	2.67%	Increased
300	GLG Inc New York	$10.5M	-$12.3M	4	0.28%	Reduced