← 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	PCM Parsifal Capital Management Greenwich, Connecticut	$111M	+$19.3M	1	6.5%	Increased
102	AGF Management Toronto, Ontario, Canada	$110M	+$2.73M	5	0.78%	Increased
103	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$108M	-$7.42M	19	0.17%	Reduced
104	Russell Investments Group London, United Kingdom	$103M	-$9.95M	15	0.2%	Reduced
105	Thrivent Financial for Lutherans Minneapolis, Minnesota	$102M	-$32.3M	12	0.24%	Reduced
106	Susquehanna International Group Bala Cynwyd, Pennsylvania	$102M	-$3.99M	18	0.02%	Reduced
107	Schonfeld Strategic Advisors New York	$101M	+$61.5M	7	0.79%	Increased
108	UBS O'Connor Chicago, Illinois	$97.2M	+$77.2M	2	1.73%	Increased
109	Bank of Montreal Toronto, Ontario, Canada	$94.9M	+$15.9M	12	0.03%	Increased
110	River Road Asset Management Louisville, Kentucky	$93.6M	+$92.7M	2	1.33%	New
111	Lazard Asset Management New York	$93.3M	-$42.4M	14	0.13%	Reduced
112	GGHC Gilder Gagnon Howe & Co New York	$93.3M	-$10.5M	2	1.42%	Reduced
113	Dodge & Cox San Francisco, California	$91M	$0	1	0.06%	Maintained
114	Banco Santander Madrid, Spain	$89.4M	+$628K	2	1.27%	Increased
115	Squarepoint New York	$88.9M	+$49.1M	13	0.22%	Increased
116	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$86.2M	+$7.54M	3	0.14%	Increased
117	Farallon Capital Management San Francisco, California	$84.6M	+$26M	1	0.39%	Increased
118	Pacer Advisors Malvern, Pennsylvania	$84.1M	+$65M	8	0.32%	Increased
119	TAL TIG Advisors LLC New York	$84M	+$67.5M	1	3.78%	New
120	Gates Capital Management New York	$83M	$0	1	2.08%	Maintained
121	Fred Alger Management New York	$81.8M	-$14.3M	3	0.47%	Reduced
122	AQR Capital Management Greenwich, Connecticut	$78.9M	+$8.95M	15	0.16%	Increased
123	Congress Asset Management Boston, Massachusetts	$78.8M	-$2.68M	2	0.7%	Reduced
124	Jane Street New York	$78.2M	-$27M	18	0.03%	Reduced
125	TCIM TOMS Capital Investment Management New York	$78.1M	+$85.7M	1	3.42%	New