← 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	State of Tennessee, Department of Treasury Nashville, Tennessee	$23.8M	-$5.13M	4	0.11%	Reduced
202	Axa Paris, France	$23.3M	-$71.4M	5	0.1%	Reduced
203	CG Clinton Group New York	$23.3M	+$21M	5	1.09%	Increased
204	Deerfield Management New York	$23.1M	-$12.3M	1	1.08%	Reduced
205	Susquehanna International Group Bala Cynwyd, Pennsylvania	$23M	-$29.3M	5	0.01%	Reduced
206	PCM Pennant Capital Management Summit, New Jersey	$22.9M	+$22.5M	1	0.8%	New
207	SFM Systematic Financial Management Teaneck, New Jersey	$22.7M	-$5.89M	3	0.32%	Reduced
208	ACM ADI Capital Management New York	$22.5M	+$22M	2	16.01%	New
209	Jefferies Group New York	$21.6M	+$20.6M	5	0.11%	Increased
210	Massachusetts Financial Services Boston, Massachusetts	$21.4M	+$21.4M	2	0.01%	New
211	SCM Symons Capital Management Pittsburgh, Pennsylvania	$20.7M	-$65K	1	5.08%	Reduced
212	ACI AMP Capital Investors Sydney, Australia	$20.7M	-$3.72M	4	0.13%	Reduced
213	Putnam Investments Boston, Massachusetts	$20.6M	+$10.2M	3	0.05%	Increased
214	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$20.4M	-$483K	1	0.31%	Reduced
215	Barclays London, United Kingdom	$20.3M	-$8.85M	10	0.02%	Reduced
216	AIM Assured Investment Management New York	$20.3M	+$16.5M	4	0.46%	Increased
217	HHC Hutchin Hill Capital New York	$20.2M	-$3.97M	3	0.42%	Reduced
218	William Blair & Company Chicago, Illinois	$20.2M	+$1,000K	6	0.18%	Increased
219	Balyasny Asset Management Chicago, Illinois	$20M	-$19.6M	1	0.12%	Reduced
220	Capital International Investors Los Angeles, California	$19.9M	$0	1	0.03%	Maintained
221	ZDA Zweig-DiMenna Associates New York	$19.8M	+$19M	1	1.61%	Increased
222	Asset Management One Tokyo, Japan	$19.7M	+$2.55M	4	0.29%	Increased
223	Kennedy Capital Management St Louis, Missouri	$19.5M	-$1.91M	2	0.37%	Reduced
224	Suntrust Banks Atlanta, Georgia	$19.4M	+$2.25M	4	0.12%	Increased
225	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$19.3M	+$2.97M	6	0.12%	Increased