← 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
101	Altshuler Shaham Tel Aviv, Israel	$116M	+$21.4M	3	0.87%	Increased
102	Schroder Investment Management Group London, United Kingdom	$116M	-$19.5M	8	0.14%	Reduced
103	Marshall Wace London, United Kingdom	$115M	-$2.54M	6	0.52%	Reduced
104	TimesSquare Capital Management New York	$113M	+$9.83M	2	0.92%	Increased
105	MCM Mason Capital Management New York	$110M	+$49.2M	1	6.84%	Increased
106	DC DPM Capital Coral Gables, Florida	$110M	-$53.4M	1	97.22%	Reduced
107	AQR Capital Management Greenwich, Connecticut	$109M	-$14.3M	10	0.19%	Reduced
108	State Board of Administration of Florida Retirement System Tallahassee, Florida	$109M	-$3.42M	12	0.21%	Reduced
109	Teacher Retirement System of Texas Austin, Texas	$106M	-$20.8M	11	0.58%	Reduced
110	CIP CAS Investment Partners Westport, Connecticut	$105M	$0	1	4.48%	Maintained
111	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$104M	+$15.5M	6	0.12%	Increased
112	New York State Teachers Retirement System (NYSTRS) Albany, New York	$102M	-$4.7M	10	0.21%	Reduced
113	Kayne Anderson Rudnick Investment Management Los Angeles, California	$102M	+$20.9M	2	0.25%	Increased
114	MVP Miller Value Partners Sarasota, Florida	$102M	-$6.05M	1	2.42%	Reduced
115	Melvin Capital Management New York	$101M	+$12.9M	1	0.58%	Increased
116	Bridgewater Associates Westport, Connecticut	$99.6M	+$31.5M	9	0.64%	Increased
117	State of Wisconsin Investment Board Madison, Wisconsin	$99.4M	+$13.1M	10	0.21%	Increased
118	Russell Investments Group London, United Kingdom	$98.3M	-$30.2M	12	0.16%	Reduced
119	2 2Xideas Kusnacht, Switzerland	$98.2M	+$17.1M	1	8.78%	Increased
120	SSM Sound Shore Management Greenwich, Connecticut	$97.6M	+$9.08M	1	2.71%	Increased
121	Marshall Wace North America New York	$96.5M	-$39.8M	3	0.4%	Reduced
122	Massachusetts Financial Services Boston, Massachusetts	$96.4M	+$1.94M	3	0.03%	Increased
123	Silvercrest Asset Management New York	$95.8M	+$7.1M	3	0.63%	Increased
124	SM Senvest Management New York	$94.6M	+$89.7M	1	2.75%	New
125	SAM Scopus Asset Management New York	$94.1M	+$75.9M	3	1.23%	Increased