← 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	M&T Bank Buffalo, New York	$24.8M	+$13.4M	6	0.1%	Increased
277	Jupiter Asset Management London, United Kingdom	$24.7M	+$27.1M	2	0.27%	New
278	SC Sasco Capital Fairfield, Connecticut	$24.6M	$0	1	3.18%	Maintained
279	Amalgamated Bank New York	$24.6M	+$1.36M	19	0.21%	Increased
280	WCMNY Westchester Capital Management (New York) Valhalla, New York	$24.4M	+$19.6M	1	0.71%	New
281	Nomura Asset Management Tokyo, Japan	$23.9M	+$9.83M	8	0.11%	Increased
282	BGI BlueDrive Global Investors London, United Kingdom	$23.8M	$0	2	36.02%	Maintained
283	Employees Retirement System of Texas Austin, Texas	$23.7M	+$4.24M	2	0.35%	Increased
284	Baupost Group Boston, Massachusetts	$23.7M	-$3.94M	1	0.45%	Reduced
285	Integral Health Asset Management New York	$23.6M	+$2.96M	2	3.27%	Increased
286	Miller Howard Investments Kingston, New York	$23.6M	-$2.44M	1	0.86%	Reduced
287	Norinchukin Bank Tokyo, Japan	$23.5M	+$6.48M	3	0.55%	Increased
288	Glazer Capital LLC New York	$23.4M	+$18.9M	1	1.53%	New
289	Jump Financial Chicago, Illinois	$23.3M	+$9.46M	10	0.86%	Increased
290	Nisa Investment Advisors St. Louis, Missouri	$23.1M	-$3.06M	16	0.18%	Reduced
291	Verition Fund Management Greenwich, Connecticut	$23M	+$15.8M	12	0.27%	Increased
292	US Bancorp Minneapolis, Minnesota	$23M	-$1.75M	17	0.04%	Reduced
293	TPSF Texas Permanent School Fund Austin, Texas	$22.8M	-$577K	11	0.22%	Reduced
294	Candriam SCA Strassen, Luxembourg, Luxembourg	$22.8M	-$2.98M	3	0.16%	Reduced
295	Mirae Asset Global Investments Seoul, South Korea	$22.7M	+$137K	14	0.05%	Increased
296	HRT Financial New York	$22.6M	-$27.2M	11	0.23%	Reduced
297	Retirement Systems of Alabama Montgomery, Alabama	$22.5M	-$367K	5	0.11%	Reduced
298	RCW Rheos Capital Works Tokyo, Japan	$21.8M	+$10.9M	2	1.31%	Increased
299	WHCM Wolf Hill Capital Management Greenwich, Connecticut	$21.6M	$0	1	1.81%	Maintained
300	ACM Alua Capital Management New York	$21.6M	-$16.4M	1	1.28%	Reduced