← 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	Two Sigma Advisers New York	$41.9M	-$8.1M	7	0.12%	Reduced
177	Storebrand Asset Management Lysaker, Norway	$41.8M	+$1.2M	5	0.24%	Increased
178	National Bank of Canada Montreal, Quebec, Canada	$41.4M	+$3.66M	11	0.19%	Increased
179	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$41.3M	-$1.15M	10	0.18%	Reduced
180	AIC AWM Investment Company New York	$41M	+$3.71M	3	6.45%	Increased
181	AQR Capital Management Greenwich, Connecticut	$40.8M	-$13.2M	11	0.09%	Reduced
182	River Road Asset Management Louisville, Kentucky	$40.7M	-$6.43M	1	0.57%	Reduced
183	Jane Street New York	$40.4M	+$22.6M	16	0.02%	Increased
184	DF Dent & Co Baltimore, Maryland	$39.6M	+$27.7M	1	0.56%	Increased
185	TIA Tandem Investment Advisors Charleston, South Carolina	$39.5M	+$12.1M	1	2.33%	Increased
186	PVI Pura Vida Investments New York	$38.9M	+$204K	2	2.26%	Increased
187	Cubist Systematic Strategies Stamford, Connecticut	$38.5M	-$719K	18	0.24%	Reduced
188	Todd Asset Management Louisville, Kentucky	$38.4M	-$745K	1	0.99%	Reduced
189	TimesSquare Capital Management New York	$38.3M	+$1.6M	1	0.53%	Increased
190	First Pacific Advisors El Segundo, California	$38.2M	+$19.7M	1	0.57%	Increased
191	Chevy Chase Trust Bethesda, Maryland	$38.2M	+$84.7K	5	0.16%	Increased
192	GAMCO Investors Greenwich, Connecticut	$38.1M	-$9.61M	4	0.42%	Reduced
193	Crestwood Advisors Group Boston, Massachusetts	$37.7M	+$1.33M	1	1.27%	Increased
194	Aviva London, United Kingdom	$37.4M	+$6.1M	7	0.2%	Increased
195	NPIC Neumeier Poma Investment Counsel Carmel, California	$37.4M	+$6M	1	2.93%	Increased
196	BNP Paribas Financial Markets Paris, France	$37.4M	+$5.89M	12	0.06%	Increased
197	Cambiar Investors Denver, Colorado	$37.2M	-$9M	2	1.66%	Reduced
198	Squarepoint New York	$37.1M	+$1.39M	10	0.21%	Increased
199	PNC Financial Services Group Pittsburgh, Pennsylvania	$36.3M	+$166K	16	0.04%	Increased
200	ACM Argent Capital Management St Louis, Missouri	$35.5M	+$13.2M	1	1.34%	Increased