← 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
201	Martingale Asset Management Boston, Massachusetts	$25.9M	+$1.85M	4	0.51%	Increased
202	QS Investors New York	$25.7M	+$7.55M	7	0.25%	Increased
203	DekaBank Deutsche Girozentrale Frankfurt, Germany	$25.4M	+$4.42M	5	0.3%	Increased
204	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$25.1M	+$24.5M	2	0.3%	New
205	Wolverine Asset Management Chicago, Illinois	$24.9M	+$10.2M	2	0.71%	Increased
206	Stifel Financial St. Louis, Missouri	$24.7M	+$788K	6	0.13%	Increased
207	AMF Tjänstepension Stockholm, Sweden	$23.6M	+$22M	1	0.31%	New
208	Axa Paris, France	$23.4M	+$5.22M	4	0.1%	Increased
209	H Hexavest Montreal, Quebec, Canada	$23.2M	-$324K	2	0.35%	Reduced
210	EverPoint Asset Management Stamford, Connecticut	$23.1M	+$22.6M	1	0.45%	New
211	British Columbia Investment Management Victoria, British Columbia, Canada	$23.1M	+$3.39M	3	0.22%	Increased
212	FQ First Quadrant Glendale, California	$22.8M	+$14.8M	4	0.5%	Increased
213	Edge Asset Management Seattle, Washington	$22.6M	-$25.8K	1	0.22%	Reduced
214	EC Engaged Capital Newport Beach, California	$22.3M	$0	1	7.51%	Maintained
215	Capital International Investors Los Angeles, California	$22.1M	$0	1	0.03%	Maintained
216	Aristeia Capital Greenwich, Connecticut	$21.7M	+$5.18M	1	2.52%	Increased
217	ACI AMP Capital Investors Sydney, Australia	$21.3M	+$1.46M	4	0.14%	Increased
218	Aviva London, United Kingdom	$21.2M	+$258K	3	0.16%	Increased
219	State of Tennessee, Department of Treasury Nashville, Tennessee	$20.9M	+$2.88M	4	0.12%	Increased
220	OAM Oxford Asset Management Oxford, United Kingdom	$20.6M	+$3.15M	2	0.59%	Increased
221	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$20.3M	+$783K	2	0.2%	Increased
222	TPSF Texas Permanent School Fund Austin, Texas	$20.1M	-$595K	6	0.25%	Reduced
223	Suntrust Banks Atlanta, Georgia	$20.1M	+$833K	4	0.12%	Increased
224	HP Hikari Power Tokyo, Japan	$20.1M	$0	1	2.31%	Maintained
225	I.G. Investment Management Winnipeg, Manitoba, Canada	$20M	-$466K	5	0.08%	Reduced