← 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	HighTower Advisors Chicago, Illinois	$23.9M	+$309K	11	0.04%	Increased
277	Mariner Overland Park, Kansas	$23.6M	+$1.02M	10	0.05%	Increased
278	CM Crestline Management Fort Worth, Texas	$23.6M	+$16.5M	3	1.84%	Increased
279	First Eagle Investment Management New York	$23.3M	+$69.1K	4	0.05%	Increased
280	AMF Tjänstepension Stockholm, Sweden	$23.2M	-$24.2M	1	0.17%	Reduced
281	Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong	$22.8M	+$23.9M	16	0.05%	New
282	Susquehanna Portfolio Strategies Bala Cynwyd, Pennsylvania	$22.4M	-$23.4M	2	0.92%	Reduced
283	Teacher Retirement System of Texas Austin, Texas	$22.4M	+$1.72M	7	0.13%	Increased
284	ArrowMark Colorado Holdings Denver, Colorado	$22.2M	+$11.6M	1	0.26%	Increased
285	Norinchukin Bank Tokyo, Japan	$22.2M	+$786K	4	0.63%	Increased
286	SC Sasco Capital Fairfield, Connecticut	$22.1M	$0	1	3.12%	Maintained
287	PineBridge Investments New York	$22M	-$9.92M	2	0.18%	Reduced
288	Arizona State Retirement System Phoenix, Arizona	$21.9M	+$59.9K	13	0.15%	Increased
289	ACM Atika Capital Management New York	$21.8M	+$6.3M	1	2.14%	Increased
290	Palisade Capital Management Fort Lee, New Jersey	$21.7M	+$6.39M	1	0.59%	Increased
291	TOTUOP Trustees of The University of Pennsylvania Philaldelphia, Pennsylvania	$21.6M	$0	1	83.96%	Maintained
292	Public Employees Retirement Association of Colorado Denver, Colorado	$21.6M	-$390K	13	0.09%	Reduced
293	Walleye Capital New York	$21.4M	+$14.7M	11	0.04%	Increased
294	DekaBank Deutsche Girozentrale Frankfurt, Germany	$21.3M	-$2.85M	6	0.04%	Reduced
295	VCM VeriStar Capital Management New York	$21.2M	+$7M	1	12.7%	Increased
296	Fidelity National Financial Jacksonville, Florida	$21M	+$21.3M	1	0.36%	New
297	Amalgamated Bank New York	$20.7M	+$815K	18	0.18%	Increased
298	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$20.7M	-$1.52M	6	0.03%	Reduced
299	IAM Iridian Asset Management Westport, Connecticut	$20.7M	+$2.01M	2	4.67%	Increased
300	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$20.1M	-$286K	7	0.11%	Reduced