← 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	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$39.1M	-$1.76M	12	0.16%	Reduced
202	Aviva London, United Kingdom	$38.9M	+$4.12M	5	0.14%	Increased
203	Segall Bryant & Hamill Chicago, Illinois	$38.7M	+$9.14M	3	0.75%	Increased
204	ExodusPoint Capital Management New York	$38.5M	+$2.85M	6	0.25%	Increased
205	Putnam Investments Boston, Massachusetts	$38.5M	-$2.9M	3	0.05%	Reduced
206	Boston Partners Boston, Massachusetts	$38.2M	-$41.4M	3	0.05%	Reduced
207	B Braidwell Stamford, Connecticut	$37.6M	+$13.7M	1	1.38%	Increased
208	IECM Intrinsic Edge Capital Management Chicago, Illinois	$37.2M	+$20.5M	1	3.72%	Increased
209	Nicholas Company Milwaukee, Wisconsin	$36.8M	-$958K	2	0.65%	Reduced
210	Kennedy Capital Management St Louis, Missouri	$36.6M	-$2.92M	3	0.8%	Reduced
211	Junto Capital Management New York	$36.1M	+$35.3M	1	0.81%	New
212	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$35.8M	+$577K	8	0.05%	Increased
213	Zurich Cantonal Bank Zurich, Switzerland	$35.6M	+$4.15M	16	0.14%	Increased
214	AIG American International Group New York	$35.3M	-$3.05M	19	0.15%	Reduced
215	Swedbank Stockholm, Sweden	$35.2M	-$1.66M	5	0.06%	Reduced
216	Mackenzie Financial Toronto Ontario, Ontario, Canada	$34.7M	+$1.3M	8	0.05%	Increased
217	Asset Management One Tokyo, Japan	$34.4M	+$667K	6	0.14%	Increased
218	Chevy Chase Trust Bethesda, Maryland	$34.3M	-$223K	5	0.12%	Reduced
219	Woodline Partners San Francisco, California	$34.2M	-$23.3M	4	0.37%	Reduced
220	Lord, Abbett & Co Jersey City, New Jersey	$34.1M	-$42.4M	1	0.12%	Reduced
221	CCPM Cooper Creek Partners Management New York	$34M	+$483K	1	1.65%	Increased
222	Twin Tree Management Dallas, Texas	$33.7M	+$23.2M	2	0.06%	Increased
223	Treasurer of the State of North Carolina Raleigh, North Carolina	$33.6M	+$1.13M	6	0.16%	Increased
224	State of Tennessee, Department of Treasury Nashville, Tennessee	$33.6M	-$4.25M	12	0.13%	Reduced
225	Axa Paris, France	$33.4M	-$11.7M	6	0.11%	Reduced