← 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
126	USS Investment Management London, United Kingdom	$53.7M	$0	1	1.03%	Maintained
127	PNC Financial Services Group Pittsburgh, Pennsylvania	$52.4M	-$67.6M	8	0.07%	Reduced
128	Teachers Advisors New York	$52.3M	-$1.71M	9	0.12%	Reduced
129	Two Sigma Investments New York	$51.7M	+$28.7M	3	0.29%	Increased
130	PGGM Investments Zeist, Netherlands	$50.2M	$0	1	0.28%	Maintained
131	Acadian Asset Management Boston, Massachusetts	$50.1M	+$17.4M	3	0.28%	Increased
132	Comerica Bank Dallas, Texas	$49.6M	-$2.81M	9	0.38%	Reduced
133	HP Hound Partners New York	$49.2M	-$19.2M	1	2.57%	Reduced
134	MCMC Matrix Capital Management Company Portsmouth, New Hampshire	$48.8M	$0	1	3.5%	Maintained
135	SGAM Smith Group Asset Management Dallas, Texas	$47.2M	-$807K	2	1.79%	Reduced
136	Tiger Global Management New York	$47.1M	+$50.6M	1	0.59%	New
137	Foresters Investment Management New York	$46.9M	+$15.1M	3	1.02%	Increased
138	AQR Capital Management Greenwich, Connecticut	$46.9M	-$11.7M	8	0.14%	Reduced
139	BlackRock Japan Tokyo, Japan	$46.7M	-$1.65M	5	0.21%	Reduced
140	Swiss National Bank Zurich, Switzerland	$46.6M	-$24.6M	8	0.18%	Reduced
141	Egerton Capital (UK) London, United Kingdom	$45.9M	+$42.5M	1	0.69%	New
142	MAMU Marathon Asset Management (UK) London, United Kingdom	$45.1M	-$10.9M	1	1.11%	Reduced
143	AGF Investments Inc Toronto, Ontario, Canada	$44.4M	-$21.3M	3	0.45%	Reduced
144	JCM JGE Capital Management San Francisco, California	$44.3M	-$6.24M	1	68.99%	Reduced
145	NFA Nationwide Fund Advisors Columbus, Ohio	$43.9M	-$590K	7	0.18%	Reduced
146	Prudential Financial Newark, New Jersey	$43.6M	-$14.2M	8	0.09%	Reduced
147	Gateway Investment Advisers Cincinnati, Ohio	$42.1M	-$11K	3	0.34%	Reduced
148	Fort Washington Investment Advisors Cincinnati, Ohio	$41.5M	-$195K	1	0.94%	Reduced
149	ZDA Zweig-DiMenna Associates New York	$41M	+$5.1M	2	1.5%	Increased
150	SG Americas Securities New York	$40.8M	-$1.97M	7	0.17%	Reduced