← 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	Schonfeld Strategic Advisors New York	$62.8M	+$17.7M	16	0.52%	Increased
152	INTECH Investment Management West Palm Beach, Florida	$62.3M	-$29.8M	3	0.47%	Reduced
153	CI CPMG Inc Dallas, Texas	$61.7M	+$16.6M	1	15.48%	Increased
154	Farallon Capital Management San Francisco, California	$61.1M	-$51M	1	0.36%	Reduced
155	ACM Alua Capital Management New York	$60.6M	-$3.89M	1	5.23%	Reduced
156	PointState Capital New York	$60.5M	+$57.6M	1	1.84%	New
157	Massachusetts Financial Services Boston, Massachusetts	$58.9M	-$4.09M	3	0.02%	Reduced
158	PE Platinum Equity Beverly Hills, California	$58.9M	$0	1	40.22%	Maintained
159	2 2Xideas Kusnacht, Switzerland	$58.8M	-$3.6M	1	6.23%	Reduced
160	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$57.6M	+$20.5M	6	0.1%	Increased
161	Dodge & Cox San Francisco, California	$57.3M	+$33M	1	0.04%	Increased
162	AG Artal Group Luxembourg	$57.2M	$0	1	3.19%	Maintained
163	Axa Paris, France	$57.1M	+$20.2M	7	0.21%	Increased
164	Level Four Advisory Services Dallas, Texas	$56.6M	+$80.1K	3	4.2%	Increased
165	Canada Life Winnipeg, Manitoba, Canada	$55.8M	-$684K	11	0.15%	Reduced
166	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$54.9M	-$25.9K	6	0.14%	Reduced
167	BNP Paribas Asset Management Paris, France	$54.1M	+$12.3M	4	0.19%	Increased
168	Qube Research & Technologies (QRT) London, United Kingdom	$54M	+$37.5M	6	0.29%	Increased
169	TC TwinBeech Capital Purchase, New York	$53.8M	+$49.7M	10	1.02%	Increased
170	National Bank of Canada Montreal, Quebec, Canada	$53.1M	+$18.4M	11	0.14%	Increased
171	Hawk Ridge Capital Management Los Angeles, California	$52M	-$47M	2	3.52%	Reduced
172	Stifel Financial St. Louis, Missouri	$51.9M	-$2.78M	10	0.08%	Reduced
173	HighTower Advisors Chicago, Illinois	$51.9M	+$22.4M	10	0.12%	Increased
174	Polar Asset Management Partners Toronto, Ontario, Canada	$51.2M	+$13.4M	2	0.63%	Increased
175	PVI Pura Vida Investments New York	$50.6M	-$5.76M	1	2.61%	Reduced