← 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
176	Credit Agricole Montrouge Cedex, France	$30.8M	-$584K	4	0.1%	Reduced
177	MAMU Marathon Asset Management (UK) London, United Kingdom	$30.5M	-$170K	1	0.53%	Reduced
178	Voloridge Investment Management Jupiter, Florida	$30.4M	+$25.7M	3	0.76%	Increased
179	Magnetar Financial Evanston, Illinois	$30.3M	+$10.4M	4	0.46%	Increased
180	Meyer Handelman Company Rye Brook, New York	$30M	-$6.02K	3	1.27%	Reduced
181	Aviva London, United Kingdom	$29.9M	-$2.53M	5	0.17%	Reduced
182	Capital Fund Management (CFM) Paris, France	$29.6M	+$26.9M	2	0.24%	Increased
183	HHC Hutchin Hill Capital New York	$28.6M	+$18M	3	0.96%	Increased
184	Employees Retirement System of Texas Austin, Texas	$28.5M	+$5.39M	4	0.39%	Increased
185	Arrowstreet Capital Boston, Massachusetts	$28.5M	-$21.9M	4	0.09%	Reduced
186	Highbridge Capital Management New York	$27.9M	+$697K	3	0.42%	Increased
187	Stephens Investment Management Group Houston, Texas	$27.8M	+$117K	1	0.67%	Increased
188	Brown Advisory Baltimore, Maryland	$27.4M	+$16.1M	3	0.08%	Increased
189	BP Banbury Partners Charlotte, North Carolina	$27.4M	+$735K	1	6.51%	Increased
190	State of Wisconsin Investment Board Madison, Wisconsin	$27.4M	+$5.88M	5	0.09%	Increased
191	Carson Wealth (CWM LLC) Omaha, Nebraska	$27.2M	+$4.35M	6	1.39%	Increased
192	Pictet Asset Management (UK) London, United Kingdom	$27.1M	-$315K	4	0.08%	Reduced
193	Westwood Holdings Group Dallas, Texas	$27.1M	+$27.2M	2	0.22%	New
194	PNC Financial Services Group Pittsburgh, Pennsylvania	$27.1M	-$894K	10	0.03%	Reduced
195	Advisors Asset Management Monument, Colorado	$26.9M	+$1.24M	4	0.45%	Increased
196	Putnam Investments Boston, Massachusetts	$26.6M	+$876K	4	0.06%	Increased
197	3CP 3G Capital Partners New York	$26.4M	$0	1	2.13%	Maintained
198	MGM Miura Global Management New York	$26.4M	-$17.6M	1	5.79%	Reduced
199	PP PDT Partners New York	$26.2M	+$11.9M	2	1.05%	Increased
200	Emerald Advisers Leola, Pennsylvania	$25.6M	+$24.8M	1	1.07%	Increased