← 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	Westfield Capital Management Boston, Massachusetts	$116M	-$1.44M	1	0.61%	Reduced
102	PCM Palestra Capital Management New York	$115M	+$113M	1	4.29%	New
103	VOYA Investment Management Atlanta, Georgia	$115M	+$6.12M	15	0.11%	Increased
104	Balyasny Asset Management Chicago, Illinois	$113M	-$31M	9	0.2%	Reduced
105	Banco Santander Madrid, Spain	$105M	-$548K	2	1.27%	Reduced
106	Gates Capital Management New York	$105M	-$17.2M	1	2.19%	Reduced
107	Los Angeles Capital Management Los Angeles, California	$105M	+$92.8M	6	0.36%	Increased
108	Fiduciary Management Inc Milwaukee, Wisconsin	$104M	-$5.26M	1	0.93%	Reduced
109	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$103M	-$714K	3	0.12%	Reduced
110	Jennison Associates New York	$102M	-$37.5M	3	0.07%	Reduced
111	State of Wisconsin Investment Board Madison, Wisconsin	$101M	-$3.75M	11	0.27%	Reduced
112	SC SkyKnight Capital San Francisco, California	$98.8M	$0	1	93.02%	Maintained
113	ACM American Capital Management New York	$98.4M	-$879K	1	3.15%	Reduced
114	Alecta Tjanstepension Omsesidigt Stockholm, Sweden	$98M	$0	1	0.56%	Maintained
115	Danske Bank Copenhagen K, Denmark	$97.4M	+$92M	8	0.31%	New
116	TIA Tandem Investment Advisors Charleston, South Carolina	$96.4M	+$20.4M	1	3.73%	Increased
117	Russell Investments Group London, United Kingdom	$96M	-$13.6M	17	0.15%	Reduced
118	Bridgewater Associates Westport, Connecticut	$93.6M	-$16.2M	9	0.47%	Reduced
119	WPL WINDACRE PARTNERSHIP LLC Houston, Texas	$92.5M	+$3.23M	1	1.27%	Increased
120	Truist Financial Charlotte, North Carolina	$92M	+$16.5M	12	0.14%	Increased
121	Axa Paris, France	$91.8M	+$53M	6	0.28%	Increased
122	EP Eversept Partners New York	$90.4M	+$13.6M	1	6.03%	Increased
123	CP Coho Partners Berwyn, Pennsylvania	$90.3M	-$6.74M	1	2.22%	Reduced
124	GC Greenvale Capital London, United Kingdom	$89.1M	-$18.7M	1	6.84%	Reduced
125	AGF Management Toronto, Ontario, Canada	$88.8M	-$34.8M	2	0.49%	Reduced