← 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	PR Payden & Rygel Los Angeles, California	$25.2M	-$5.11M	1	1.81%	Reduced
202	Nisa Investment Advisors St. Louis, Missouri	$25M	-$6.07M	10	0.28%	Reduced
203	ACB Aristotle Capital Boston Boston, Massachusetts	$24.8M	-$3.74M	1	1.06%	Reduced
204	Two Sigma Investments New York	$24.3M	-$55.9M	6	0.2%	Reduced
205	Stifel Financial St. Louis, Missouri	$24.2M	+$1.39M	10	0.07%	Increased
206	KXA KPCB XII Associates Menlo Park, California	$23.9M	$0	1	97.36%	Maintained
207	AL AJO LP Philadelphia, Pennsylvania	$23.7M	+$15.3M	2	0.21%	Increased
208	Squarepoint New York	$23.7M	-$2.84M	10	0.61%	Reduced
209	Washington Trust Westerly, Rhode Island	$23.3M	+$711K	3	1.11%	Increased
210	Jacobs Levy Equity Management Florham Park, New Jersey	$23.3M	+$7.19M	4	0.3%	Increased
211	Parallax Volatility Advisers San Francisco, California	$23M	-$9.8M	6	0.03%	Reduced
212	Gateway Investment Advisers Cincinnati, Ohio	$22.9M	-$1.61M	3	0.28%	Reduced
213	Point72 Asset Management Stamford, Connecticut	$22.8M	+$2.5M	3	0.19%	Increased
214	CISOA Capital Investment Services of America Milwaukee, Wisconsin	$22.8M	-$57.3K	1	3.66%	Reduced
215	Oregon Public Employees Retirement Fund Tigard, Oregon	$22.4M	+$4.54M	8	0.39%	Increased
216	EC Eminence Capital New York	$22.4M	-$87.4M	1	0.25%	Reduced
217	Brandywine Global Investment Management Philadelphia, Pennsylvania	$22.1M	+$13M	2	0.26%	Increased
218	PVI Pura Vida Investments New York	$22M	-$1.38M	1	2.61%	Reduced
219	Assenagon Asset Management Senningerberg, Luxembourg	$21.9M	+$2.18M	3	0.18%	Increased
220	Kohlberg Kravis Roberts & Co New York	$21.9M	+$22.4M	1	0.14%	Increased
221	Royal London Asset Management United Kingdom	$21.9M	-$335K	5	0.18%	Reduced
222	Andra AP-fonden Goteborg, Sweden	$21.4M	+$4.71M	4	0.78%	Increased
223	BAMCO Inc New York	$21.4M	+$175K	2	0.1%	Increased
224	Artisan Partners Milwaukee, Wisconsin	$21.3M	+$9.41M	2	0.05%	Increased
225	CIBC Asset Management Toronto, Ontario, Canada	$21.2M	+$14.5M	4	0.15%	Increased