← 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
151	Woodline Partners San Francisco, California	$44.5M	-$79.2M	4	0.14%	Reduced
152	Jupiter Topco New York	$44.5M	+$42.7M	13	0.02%	New
153	Capital Fund Management (CFM) Paris, France	$44.4M	+$25.1M	3	0.2%	Increased
154	Balyasny Asset Management Chicago, Illinois	$44.4M	-$18.6M	9	0.06%	Reduced
155	Banque de Luxembourg Investments (BLI) Luxembourg City, Luxembourg	$44.3M	-$3.91M	2	1.56%	Reduced
156	New York State Teachers Retirement System (NYSTRS) Albany, New York	$43.7M	-$3.03M	9	0.08%	Reduced
157	Vaughan David Investments Peoria, Illinois	$42.2M	+$1.38M	1	0.84%	Increased
158	Aviso Financial Toronto, Ontario, Canada	$40.9M	-$366K	1	1.42%	Reduced
159	PFA Pension Forsikringsaktieselskab Copenhagen,	$40.2M	+$224K	2	0.1%	Increased
160	Vest Financial Mclean, Virginia	$39.8M	+$19.9M	1	0.42%	Increased
161	DP Dundas Partners Edinburgh, United Kingdom	$39.6M	$0	1	2.86%	Maintained
162	LPL Financial San Diego, California	$39.5M	-$283K	12	0.01%	Reduced
163	Cerity Partners New York	$38.8M	+$2.75M	15	0.05%	Increased
164	National Bank of Canada Montreal, Quebec, Canada	$38.3M	+$15.1M	7	0.03%	Increased
165	Jump Financial Chicago, Illinois	$38M	+$23.6M	11	0.31%	Increased
166	SP Solel Partners Boston, Massachusetts	$37.5M	+$13.6M	1	6.36%	Increased
167	Man Group London, United Kingdom	$37.4M	-$5.98M	6	0.06%	Reduced
168	JGC J. Goldman & Co New York	$37.2M	+$32.3M	1	0.96%	Increased
169	Jefferies Financial Group New York	$36.8M	+$4.49M	9	0.24%	Increased
170	Trexquant Investment Stamford, Connecticut	$36.2M	-$6.7M	9	0.21%	Reduced
171	Schroder Investment Management Group London, United Kingdom	$36M	-$26.3M	3	0.03%	Reduced
172	CCP Clarkston Capital Partners Rochester, Michigan	$35.7M	-$15.8M	2	3.02%	Reduced
173	DPCM Doma Perpetual Capital Management Miami, Florida	$35.5M	-$28.4M	1	8.25%	Reduced
174	Segall Bryant & Hamill Chicago, Illinois	$35.4M	-$1.52M	2	0.42%	Reduced
175	Walleye Capital New York	$35M	+$12.2M	12	0.13%	Increased