← 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	SCM Symons Capital Management Pittsburgh, Pennsylvania	$23.1M	+$438K	2	5.62%	Increased
202	Blackstone Inc New York	$23.1M	+$21.5M	1	0.14%	New
203	ACM ADI Capital Management New York	$23M	-$2.28M	2	12.47%	Reduced
204	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$22.7M	-$1.91M	3	0.16%	Reduced
205	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$22.6M	+$1.23M	6	0.13%	Increased
206	Chevy Chase Trust Bethesda, Maryland	$22.2M	-$4.12M	2	0.12%	Reduced
207	QS Investors New York	$22M	-$3.51M	9	0.18%	Reduced
208	Carson Wealth (CWM LLC) Omaha, Nebraska	$21.8M	+$2.57M	4	1.33%	Increased
209	Martingale Asset Management Boston, Massachusetts	$21.7M	-$6.03M	6	0.31%	Reduced
210	PHS Pekin Hardy Strauss Chicago, Illinois	$21.7M	+$9.5M	1	1.94%	Increased
211	DekaBank Deutsche Girozentrale Frankfurt, Germany	$21.1M	-$7.47M	6	0.22%	Reduced
212	EverPoint Asset Management Stamford, Connecticut	$20.8M	+$20.2M	2	0.39%	New
213	HCM Hitchwood Capital Management New York	$20.6M	+$18.5M	1	0.71%	New
214	Advisors Asset Management Monument, Colorado	$20.5M	+$5.12M	6	0.34%	Increased
215	TPSF Texas Permanent School Fund Austin, Texas	$20.4M	+$1.12M	7	0.27%	Increased
216	Victory Capital Management San Antonio, Texas	$20M	+$16.7M	6	0.05%	Increased
217	Nisa Investment Advisors St. Louis, Missouri	$19.7M	-$172K	9	0.24%	Reduced
218	Stephens Investment Management Group Houston, Texas	$19.6M	+$1.55M	1	0.55%	Increased
219	Suntrust Banks Atlanta, Georgia	$19.5M	-$651K	5	0.12%	Reduced
220	Kennedy Capital Management St Louis, Missouri	$19.5M	-$1.45M	3	0.34%	Reduced
221	Capital International Investors Los Angeles, California	$19.4M	$0	1	0.03%	Maintained
222	Melvin Capital Management New York	$19.4M	+$10.6M	1	0.5%	Increased
223	Samlyn Capital New York	$19.1M	-$13.4M	1	0.43%	Reduced
224	State of Wisconsin Investment Board Madison, Wisconsin	$18.8M	-$8.49M	4	0.08%	Reduced
225	HighTower Advisors Chicago, Illinois	$18.7M	+$2.29M	6	0.2%	Increased