← 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
301	AA Antipodean Advisors New York	$18M	$0	1	5.06%	Maintained
302	PCM Portolan Capital Management Boston, Massachusetts	$18M	+$19.2M	1	1.64%	New
303	WBC Westpac Banking Corp Sydney, Australia	$17.9M	-$11.7M	5	0.2%	Reduced
304	Chartwell Investment Partners Berywn, Pennsylvania	$17.8M	+$934K	3	0.57%	Increased
305	LCG Lisanti Capital Growth New York	$17.8M	+$6.18M	2	2.46%	Increased
306	Mackenzie Financial Toronto Ontario, Ontario, Canada	$17.7M	+$3.06M	5	0.04%	Increased
307	Voloridge Investment Management Jupiter, Florida	$17.7M	-$5.57M	6	0.15%	Reduced
308	AssetMark Inc Concord, California	$17.6M	+$14.7M	6	0.1%	Increased
309	Zurich Insurance Group Zurich, Switzerland	$17.6M	-$65.5M	1	0.26%	Reduced
310	VCM Vigilant Capital Management Portland, Maine	$17.5M	+$866K	3	1.68%	Increased
311	WorldQuant Millennium Advisors New York	$17.5M	-$43.7K	3	0.38%	Reduced
312	Jane Street New York	$17.3M	-$11.4M	12	0.01%	Reduced
313	Capital Wealth Planning Naples, Florida	$17.1M	-$727K	2	0.66%	Reduced
314	Employees Retirement System of Texas Austin, Texas	$17M	+$199K	3	0.27%	Increased
315	Azimuth Capital Management Bloomfield Hills, Michigan	$17M	-$345K	3	0.84%	Reduced
316	ExodusPoint Capital Management New York	$16.7M	+$315K	9	0.16%	Increased
317	Glenview Capital Management New York	$16.5M	-$5.39M	1	0.38%	Reduced
318	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$16.5M	-$281K	1	1.52%	Reduced
319	TPSF Texas Permanent School Fund Austin, Texas	$16.5M	-$1.4M	8	0.21%	Reduced
320	PR Payden & Rygel Los Angeles, California	$16.1M	-$453K	1	0.83%	Reduced
321	Eventide Asset Management Boston, Massachusetts	$16M	$0	1	0.25%	Maintained
322	SCCM Schafer Cullen Capital Management New York	$15.9M	+$1.14M	1	0.24%	Increased
323	M&T Bank Buffalo, New York	$15.8M	-$298K	7	0.07%	Reduced
324	Commonwealth Equity Services Waltham, Massachusetts	$15.7M	-$2.05M	11	0.05%	Reduced
325	Mutual of America Capital Management New York	$15.6M	-$355K	9	0.18%	Reduced