← 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	BGI BlueDrive Global Investors London, United Kingdom	$50.2M	-$9.73M	1	17.07%	Reduced
127	US Bancorp Minneapolis, Minnesota	$48.7M	-$2.99M	10	0.15%	Reduced
128	Melvin Capital Management New York	$47.8M	+$48.1M	1	0.46%	New
129	Aperio Group Sausalito, California	$47.6M	+$3.27M	10	0.24%	Increased
130	Evercore Wealth Management New York	$47.6M	-$950K	1	1.82%	Reduced
131	Acadian Asset Management Boston, Massachusetts	$46.2M	-$3.67M	6	0.2%	Reduced
132	Korea Investment Corp Seoul, South Korea	$46M	+$27.2M	3	0.21%	Increased
133	AQR Arbitrage Greenwich, Connecticut	$45.9M	-$7.4M	1	0.53%	Reduced
134	IVA International Value Advisers	$45.3M	+$4.5M	1	1.27%	Increased
135	Comerica Bank Dallas, Texas	$45.1M	-$6.84M	9	0.32%	Reduced
136	APG Asset Management Amsterdam, Netherlands	$45.1M	+$1.8M	5	0.09%	Increased
137	SEI Investments Oaks, Pennsylvania	$44.8M	+$8.9M	11	0.17%	Increased
138	Squarepoint New York	$44.4M	+$36.2M	6	0.71%	Increased
139	State of Tennessee, Department of Treasury Nashville, Tennessee	$44.3M	-$2.72M	5	0.23%	Reduced
140	PIP Permian Investment Partners Dallas, Texas	$44.1M	$0	1	6.01%	Maintained
141	BC Bodenholm Capital Stockholm, Sweden	$43.5M	$0	1	26.51%	Maintained
142	Eaton Vance Management Boston, Massachusetts	$43.1M	+$2.39M	4	0.11%	Increased
143	Canada Life Winnipeg, Manitoba, Canada	$42.1M	-$2.38M	9	0.1%	Reduced
144	Royce & Associates New York	$41.9M	+$551K	3	0.29%	Increased
145	Gateway Investment Advisers Cincinnati, Ohio	$41.7M	-$1.53M	5	0.37%	Reduced
146	State of Wisconsin Investment Board Madison, Wisconsin	$41.2M	+$11M	6	0.12%	Increased
147	PHS PFM Health Sciences San Francisco, California	$41.2M	-$43M	1	0.84%	Reduced
148	Maverick Capital Dallas, Texas	$40.5M	+$29.2M	3	0.52%	Increased
149	PP PDT Partners New York	$39.7M	-$19.6M	2	1.34%	Reduced
150	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$39.5M	-$1.65M	6	0.37%	Reduced