← 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	PVI Pura Vida Investments New York	$33.5M	-$8.51M	1	1.73%	Reduced
202	Brandywine Global Investment Management Philadelphia, Pennsylvania	$33.4M	+$6.57M	2	0.33%	Increased
203	ACM Atika Capital Management New York	$33.3M	+$275K	1	2.73%	Increased
204	Emerald Advisers Leola, Pennsylvania	$33.2M	-$1.32M	3	1.37%	Reduced
205	Nisa Investment Advisors St. Louis, Missouri	$32.8M	+$4.03M	12	0.26%	Increased
206	Asset Management One Tokyo, Japan	$32.7M	-$1.93M	4	0.15%	Reduced
207	GIP Granite Investment Partners El Segundo, California	$32.7M	+$5.02M	2	1.45%	Increased
208	ProShare Advisors Bethesda, Maryland	$32.6M	+$12.5M	9	0.15%	Increased
209	TCP ThornTree Capital Partners Boston, Massachusetts	$32.5M	+$4.37M	1	4.6%	Increased
210	MC Martin Currie Edinburgh, United Kingdom	$32.4M	+$807K	1	1.67%	Increased
211	Alyeska Investment Group Chicago, Illinois	$32.3M	+$5.07M	1	0.49%	Increased
212	AIG American International Group New York	$32.2M	-$1.06M	13	0.15%	Reduced
213	Lazard Asset Management New York	$32.2M	-$32.6M	8	0.05%	Reduced
214	Meyer Handelman Company Rye Brook, New York	$31.1M	-$1.02M	3	1.58%	Reduced
215	PNC Financial Services Group Pittsburgh, Pennsylvania	$31M	-$2.18M	12	0.04%	Reduced
216	Andra AP-fonden Goteborg, Sweden	$30.9M	+$2.77M	4	0.84%	Increased
217	Treasurer of the State of North Carolina Raleigh, North Carolina	$30.5M	-$924K	5	0.23%	Reduced
218	RSCM Rock Springs Capital Management Baltimore, Maryland	$30.5M	-$3.2M	1	0.77%	Reduced
219	Royce & Associates New York	$30.3M	-$22.5M	3	0.33%	Reduced
220	Balyasny Asset Management Chicago, Illinois	$29.9M	+$11.1M	7	0.22%	Increased
221	CCM Candlestick Capital Management Greenwich, Connecticut	$29.8M	+$53.2K	1	0.97%	Increased
222	Aviva London, United Kingdom	$29.8M	-$907K	8	0.18%	Reduced
223	US Bancorp Minneapolis, Minnesota	$29.3M	+$107K	13	0.07%	Increased
224	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$28.5M	+$592K	2	1.07%	Increased
225	ITP Iron Triangle Partners Cos Cob, Connecticut	$27.9M	+$13.7M	2	6.23%	Increased