← 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	ExodusPoint Capital Management New York	$26.3M	-$6.08M	7	0.29%	Reduced
277	E. Ohman J:or Asset Management Stockholm, Sweden	$26.1M	+$1.9M	5	0.82%	Increased
278	Swiss Life Asset Management Zurich,	$26M	-$1.85M	3	0.26%	Reduced
279	MetLife Investment Management Whippany, New Jersey	$25.9M	-$15.1K	13	0.23%	Reduced
280	TIA Tandem Investment Advisors Charleston, South Carolina	$25.7M	+$807K	1	2.2%	Increased
281	CI CPMG Inc Dallas, Texas	$25.7M	$0	1	4.24%	Maintained
282	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$25.4M	+$1.89M	4	1.29%	Increased
283	GEH General Equity Holdings Brooklyn, New York	$25.3M	-$6.4M	1	14.62%	Reduced
284	TBC Tweedy, Browne Co Stamford, Connecticut	$25.1M	+$2.99M	1	0.71%	Increased
285	State of Alaska Department of Revenue Juneau, Alaska	$24.6M	-$3.34M	8	0.25%	Reduced
286	SAM Soviero Asset Management New York	$24.6M	-$16.1M	1	2.17%	Reduced
287	MGM Miura Global Management New York	$24.2M	+$5.95M	1	4.41%	Increased
288	Janney Montgomery Scott Philadelphia, Pennsylvania	$23.5M	+$1.49M	9	0.1%	Increased
289	Squarepoint New York	$23.3M	-$22.3M	10	0.09%	Reduced
290	Ceredex Value Advisors Orlando, Florida	$23M	+$21.2M	1	0.26%	New
291	CCM Cinctive Capital Management New York	$22.9M	+$15.5M	5	1.07%	Increased
292	State of Tennessee, Department of Treasury Nashville, Tennessee	$22.6M	-$43.9M	9	0.09%	Reduced
293	MFWM Motley Fool Wealth Management Alexandria, Virginia	$22.4M	-$208K	1	0.94%	Reduced
294	TI Think Investments San Francisco, California	$22.2M	+$20.9M	1	2.92%	New
295	Osaic Holdings Scottsdale, Arizona	$22M	-$949K	15	0.05%	Reduced
296	RIG Roosevelt Investment Group New York	$21.4M	-$199K	2	1.29%	Reduced
297	Employees Retirement System of Texas Austin, Texas	$21.4M	+$4.02M	4	0.26%	Increased
298	NIP Nicholas Investment Partners Rancho Santa Fe, California	$21.2M	+$1.73M	1	1.33%	Increased
299	MFAM Motley Fool Asset Management Alexandria, Virginia	$21.2M	+$741K	1	1.4%	Increased
300	Fjarde Ap-fonden Stockholm, Sweden	$21.2M	-$642K	4	0.19%	Reduced