← 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
326	Commerzbank Aktiengesellschaft Frankfurt, Germany	$10.6M	-$653K	5	0.11%	Reduced
327	TAM Tyers Asset Management Austin, Texas	$10.6M	-$5.34M	5	0.43%	Reduced
328	AQR Arbitrage Greenwich, Connecticut	$10.6M	-$39.4M	2	0.15%	Reduced
329	Putnam Investments Boston, Massachusetts	$10.5M	-$4.34M	1	0.03%	Reduced
330	WBC Westpac Banking Corp Sydney, Australia	$10.5M	+$5.35M	4	0.18%	Increased
331	Gulf International Bank (UK) London, United Kingdom	$10.4M	-$425K	4	0.21%	Reduced
332	Kohlberg Kravis Roberts & Co New York	$10.4M	+$14.8M	1	0.19%	New
333	Old Mission Capital Chicago, Illinois	$10.3M	+$12.3M	1	1.05%	Increased
334	Mutual of America Capital Management New York	$10.3M	-$6.65M	8	0.17%	Reduced
335	SAM Shell Asset Management The Hague, Netherlands	$10.2M	+$1.13M	4	0.26%	Increased
336	Bellevue Group Kuesnacht, Switzerland	$10.2M	-$3.97M	2	0.67%	Reduced
337	Marshall Wace London, United Kingdom	$10.2M	-$43.1M	7	0.1%	Reduced
338	Verition Fund Management Greenwich, Connecticut	$10.1M	-$3.36M	5	0.73%	Reduced
339	Tudor Investment Corp Stamford, Connecticut	$10.1M	-$4.16M	4	0.2%	Reduced
340	RC Reik & Co New York	$10.1M	-$1.68M	1	3.03%	Reduced
341	Schonfeld Strategic Advisors New York	$10.1M	+$2.54M	4	0.39%	Increased
342	Oppenheimer Asset Management New York	$9.98M	+$1.41M	5	0.25%	Increased
343	GHCM Glen Harbor Capital Management San Diego, California	$9.98M	-$10.8M	7	0.24%	Reduced
344	BNP Paribas Asset Management Paris, France	$9.97M	+$9.35M	4	0.09%	Increased
345	MLICM Metropolitan Life Insurance Company (MetLife) New York	$9.88M	-$1.16M	11	0.2%	Reduced
346	LPAM Legion Partners Asset Management Los Angeles, California	$9.83M	+$14M	1	3%	New
347	B BP London, United Kingdom	$9.81M	+$5.52M	2	0.41%	Increased
348	OA Oak Associates Akron, Ohio	$9.8M	-$21.8K	2	0.69%	Reduced
349	WCM Weatherstone Capital Management Denver, Colorado	$9.73M	+$9.96M	2	2.39%	New
350	JP Morgan Private Wealth Advisors San Francisco, California	$9.64M	+$5.35M	7	0.06%	Increased