← 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	Lazard Asset Management New York	$17.5M	+$9.78M	4	0.03%	Increased
277	HA Halsey Associates New Haven, Connecticut	$16.9M	-$873K	1	3.29%	Reduced
278	CISOA Capital Investment Services of America Milwaukee, Wisconsin	$16.9M	-$382K	1	2.66%	Reduced
279	PFC Poplar Forest Capital Pasadena, California	$16.8M	+$11.9M	1	1.41%	Increased
280	Nomura Holdings Tokyo, Japan	$16.7M	-$4.77M	4	0.05%	Reduced
281	MSR Main Street Research Lakeville, Connecticut	$16.6M	+$354K	1	2.6%	Increased
282	Maverick Capital Dallas, Texas	$16.6M	-$30.7M	4	0.19%	Reduced
283	ACI AMP Capital Investors Sydney, Australia	$16.5M	-$711K	6	0.09%	Reduced
284	Zurich Insurance Group Zurich, Switzerland	$16.5M	+$11.1M	3	0.37%	Increased
285	CAM ClariVest Asset Management San Diego, California	$16.5M	-$3.21M	4	0.28%	Reduced
286	NONA Ninety One North America New York	$15.9M	+$7.02M	1	1.14%	Increased
287	ACB Aristotle Capital Boston Boston, Massachusetts	$15.7M	-$14.4M	1	1.24%	Reduced
288	Nomura Asset Management Tokyo, Japan	$15.6M	-$1.68M	4	0.16%	Reduced
289	PCA Prospect Capital Advisors Sausalito, California	$15.5M	-$4.47M	1	7.16%	Reduced
290	Walleye Trading New York	$15.5M	+$7.66M	3	0.08%	Increased
291	CC Carbonado Capital New York	$15.4M	+$14.7M	1	3.54%	New
292	State of Michigan Retirement System Lansing, Michigan	$15.3M	-$96.6K	5	0.12%	Reduced
293	ACM Atika Capital Management New York	$15.3M	+$12.3M	2	2.93%	New
294	JCM JS Capital Management New York	$15.2M	-$998K	1	4.98%	Reduced
295	Raymond James Financial Services Advisors St. Petersburg, Florida	$15.2M	+$1.12M	8	0.08%	Increased
296	Treasurer of the State of North Carolina Raleigh, North Carolina	$15.1M	+$6.72M	5	0.16%	Increased
297	BlueCrest Capital Management St Helier, Jersey	$15.1M	+$4.83M	6	0.39%	Increased
298	First National Bank of Omaha Omaha, Nebraska	$14.8M	-$1.23M	3	0.87%	Reduced
299	Putnam Investments Boston, Massachusetts	$14.7M	-$7.57M	1	0.03%	Reduced
300	Jane Street New York	$14.7M	-$16.2M	5	0.03%	Reduced