← 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	PFC Poplar Forest Capital Pasadena, California	$38.2M	+$3.7M	1	5.29%	Increased
152	KBC Group Brussels, Belgium	$38M	-$484K	8	0.32%	Reduced
153	Teacher Retirement System of Texas Austin, Texas	$37.5M	+$1.04M	3	0.4%	Increased
154	CCI Columbus Circle Investors	$37.2M	-$6.39M	1	2.05%	Reduced
155	William Blair & Company Chicago, Illinois	$36.9M	-$13.8M	5	0.23%	Reduced
156	SCM Stadium Capital Management New Canaan, Connecticut	$36.8M	+$67.7M	1	20.86%	New
157	TCP ThornTree Capital Partners Boston, Massachusetts	$36.3M	+$41.8M	1	10.06%	Increased
158	State of Wisconsin Investment Board Madison, Wisconsin	$36M	-$27.4M	6	0.12%	Reduced
159	HIM HGC Investment Management Toronto, Ontario, Canada	$35.8M	+$518K	1	6.19%	Increased
160	MSL Mackay Shields LLC New York	$35.1M	+$10.6M	5	0.32%	Increased
161	ProShare Advisors Bethesda, Maryland	$34.3M	-$6.25M	5	0.25%	Reduced
162	WorldQuant Millennium Advisors New York	$34.1M	-$10.1M	3	0.83%	Reduced
163	Westwood Holdings Group Dallas, Texas	$33.6M	-$762K	2	0.51%	Reduced
164	Wedge Capital Management Charlotte, North Carolina	$33.4M	-$13.2M	2	0.58%	Reduced
165	O'Shaughnessy Asset Management Stamford, Connecticut	$33.2M	+$6.74M	4	1.16%	Increased
166	Crestwood Advisors Group Boston, Massachusetts	$32.4M	-$106K	1	1.61%	Reduced
167	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$32.2M	+$6.53M	9	0.22%	Increased
168	Royce & Associates New York	$32.1M	-$14.3M	4	0.44%	Reduced
169	MGM Miura Global Management New York	$31.9M	+$39.2M	1	8.27%	New
170	Natixis Advisors Boston, Massachusetts	$31.6M	+$3.58M	4	0.26%	Increased
171	Marshall Wace London, United Kingdom	$31.4M	-$31.6M	7	0.31%	Reduced
172	State of Tennessee, Department of Treasury Nashville, Tennessee	$31.1M	+$12.5M	7	0.18%	Increased
173	EP Edgestream Partners Princeton, New Jersey	$31M	-$2.32M	3	2.87%	Reduced
174	Truist Financial Charlotte, North Carolina	$31M	-$1.51M	7	0.08%	Reduced
175	Thrivent Financial for Lutherans Minneapolis, Minnesota	$30.6M	-$2.47M	8	0.11%	Reduced