← 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	E Ergoteles New York	$26.6M	+$2.84M	7	1.28%	Increased
277	TPSF Texas Permanent School Fund Austin, Texas	$26.5M	-$172K	11	0.25%	Reduced
278	Norinchukin Bank Tokyo, Japan	$26.5M	+$2.02M	4	0.44%	Increased
279	Public Employees Retirement Association of Colorado Denver, Colorado	$26.4M	+$13.8M	14	0.13%	Increased
280	Kennedy Capital Management St Louis, Missouri	$26.3M	-$5.36M	3	0.61%	Reduced
281	Baupost Group Boston, Massachusetts	$25.9M	$0	1	0.46%	Maintained
282	OFI Invest Asset Management Paris, France	$25.8M	-$4.3M	1	1.03%	Reduced
283	Retirement Systems of Alabama Montgomery, Alabama	$25.6M	-$4.92M	5	0.11%	Reduced
284	CISOA Capital Investment Services of America Milwaukee, Wisconsin	$25.4M	-$27.9K	1	2.78%	Reduced
285	Aquatic Capital Management Chicago, Illinois	$25M	+$18.9M	9	1.35%	Increased
286	Royal London Asset Management United Kingdom	$24.8M	+$579K	4	0.08%	Increased
287	Trexquant Investment Stamford, Connecticut	$24.8M	+$10.2M	10	0.65%	Increased
288	IP Isomer Partners New York	$24.7M	-$9.28M	1	12.4%	Reduced
289	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$24.4M	+$1.12M	11	0.19%	Increased
290	First Pacific Advisors El Segundo, California	$24.3M	-$10.9K	1	0.36%	Reduced
291	Becker Capital Management Portland, Oregon	$24.2M	-$1.75M	1	0.92%	Reduced
292	Hotchkis & Wiley Capital Management Los Angeles, California	$24.2M	+$2.94M	2	0.09%	Increased
293	Railway Pension Investments London, United Kingdom	$24.1M	-$1.85M	2	0.24%	Reduced
294	Maverick Capital Dallas, Texas	$23.9M	+$6.65M	4	0.51%	Increased
295	WHCM Wolf Hill Capital Management Greenwich, Connecticut	$23.7M	-$1.92M	1	1.71%	Reduced
296	EHI Eagle Health Investments Greenwich, Connecticut	$23.6M	-$8.2M	1	4.42%	Reduced
297	Quadrature Capital London, United Kingdom	$23.6M	-$2.9M	2	0.52%	Reduced
298	Epoch Investment Partners New York	$23.3M	+$9.19M	2	0.14%	Increased
299	Capital Fund Management (CFM) Paris, France	$23.2M	+$14.2M	3	0.09%	Increased
300	KAM Krensavage Asset Management New York	$23.1M	+$237K	1	7.33%	Increased