← 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	LSV Asset Management Chicago, Illinois	$25.6M	-$16.6M	3	0.05%	Reduced
202	CIBC World Markets New York	$25.4M	+$15.6M	5	0.24%	Increased
203	Bridgewater Associates Westport, Connecticut	$24.8M	+$18.5M	3	0.23%	Increased
204	Cubist Systematic Strategies Stamford, Connecticut	$24.7M	+$16.9M	9	1.17%	Increased
205	RIG Roosevelt Investment Group New York	$24.5M	-$2.66M	2	2.68%	Reduced
206	AIG American International Group New York	$24.5M	-$17.5M	11	0.1%	Reduced
207	Arizona State Retirement System Phoenix, Arizona	$24.3M	-$8.46M	8	0.31%	Reduced
208	Crestwood Advisors Group Boston, Massachusetts	$24.2M	+$94.5K	1	1.92%	Increased
209	Treasurer of the State of North Carolina Raleigh, North Carolina	$24.1M	+$2.7M	5	0.18%	Increased
210	Soros Fund Management New York	$24M	+$36.4M	1	0.73%	New
211	Jane Street New York	$24M	+$13.5M	9	0.05%	Increased
212	Teacher Retirement System of Texas Austin, Texas	$23.7M	-$12.3M	4	0.22%	Reduced
213	HighTower Advisors Chicago, Illinois	$23.7M	-$404K	7	0.18%	Reduced
214	Westwood Holdings Group Dallas, Texas	$23.4M	-$6.71M	1	0.27%	Reduced
215	Granahan Investment Management Waltham, Massachusetts	$23.2M	+$11.1M	1	1.65%	Increased
216	Jacobs Levy Equity Management Florham Park, New Jersey	$23.1M	+$880K	6	0.41%	Increased
217	MFAM Motley Fool Asset Management Alexandria, Virginia	$23.1M	+$5.79K	1	3.23%	Increased
218	Meyer Handelman Company Rye Brook, New York	$22.8M	+$848K	3	1.29%	Increased
219	WMC Westwood Management Corporation Chicago, Illinois	$22.7M	-$1.35M	1	3.61%	Reduced
220	NSCM New South Capital Management Memphis, Tennessee	$22.7M	+$32.3M	1	0.73%	New
221	Moore Capital Management New York	$22.4M	+$12.5M	2	0.89%	Increased
222	Nisa Investment Advisors St. Louis, Missouri	$22.3M	-$4.69M	9	0.25%	Reduced
223	NAM NorthCoast Asset Management Greenwich, Connecticut	$22.1M	-$591K	1	1.68%	Reduced
224	Winton Group London, United Kingdom	$22.1M	-$676K	5	0.48%	Reduced
225	CEP Chicago Equity Partners Chicago, Illinois	$21.4M	+$8.01M	5	0.86%	Increased