← 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	Laurion Capital Management New York	$46.4M	+$37.3M	1	1.06%	Increased
127	BlackRock Japan Tokyo, Japan	$46.2M	+$3.35M	4	0.18%	Increased
128	State of Michigan Retirement System Lansing, Michigan	$46.1M	+$19.4M	5	0.31%	Increased
129	AIM Allen Investment Management New York	$46M	+$4.31M	2	3.47%	Increased
130	Thornburg Investment Management Santa Fe, New Mexico	$43.1M	-$32.9M	1	0.22%	Reduced
131	Arrowstreet Capital Boston, Massachusetts	$43M	+$6.25M	5	0.25%	Increased
132	MAMU Marathon Asset Management (UK) London, United Kingdom	$42.3M	-$312K	2	1.02%	Reduced
133	NTC North Tide Capital Boston, Massachusetts	$42.2M	-$8.06M	1	2.84%	Reduced
134	EverPoint Asset Management Stamford, Connecticut	$42.2M	+$22.4M	4	0.95%	Increased
135	Susquehanna International Group Bala Cynwyd, Pennsylvania	$42M	+$15.9M	10	0.02%	Increased
136	FAM Foundation Asset Management White Plains, New York	$41.8M	$0	1	10%	Maintained
137	TFP Triple Frond Partners San Francisco, California	$41.7M	$0	1	14.81%	Maintained
138	Managed Account Advisors Jersey City, New Jersey	$41.6M	-$4.34M	6	0.04%	Reduced
139	Two Sigma Investments New York	$41.5M	+$24.4M	6	0.23%	Increased
140	RMCP Red Mountain Capital Partners Los Angeles, California	$41.1M	$0	1	10.01%	Maintained
141	Picton Mahoney Asset Management Toronto, Ontario, Canada	$41.1M	+$33.9M	1	1.96%	Increased
142	STRS Ohio Columbus, Ohio	$41M	+$1.27M	4	0.18%	Increased
143	Los Angeles Capital Management Los Angeles, California	$40.9M	+$28.8M	2	0.38%	Increased
144	Victory Capital Management San Antonio, Texas	$40.5M	+$404K	2	0.15%	Increased
145	US Bancorp Minneapolis, Minnesota	$39.9M	+$6.43M	9	0.15%	Increased
146	Putnam Investments Boston, Massachusetts	$39.7M	+$26.8M	6	0.08%	Increased
147	AIG American International Group New York	$38.4M	-$1.21M	10	0.17%	Reduced
148	Johnson Investment Counsel Cincinnati, Ohio	$38.2M	+$52.6K	2	1.26%	Increased
149	FGP Foyston, Gordon, & Payne Toronto, Ontario, Canada	$37.6M	-$929K	1	5.37%	Reduced
150	T TOBAM Paris, France	$37M	+$11.9M	1	1.23%	Increased