← 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
226	MetLife Investment Management Whippany, New Jersey	$20.5M	+$19.5M	9	0.23%	New
227	Winton Group London, United Kingdom	$20.5M	+$16.1M	4	0.59%	Increased
228	ARTA A.R.T. Advisors New York	$20.3M	+$2.82M	7	0.9%	Increased
229	Aberdeen Group Edinburgh, United Kingdom	$19.9M	+$233K	4	0.04%	Increased
230	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$19.8M	-$3.52M	7	0.3%	Reduced
231	PineBridge Investments New York	$19.6M	-$1.3M	2	0.5%	Reduced
232	SAM Scopus Asset Management New York	$19.5M	-$12.7M	1	0.18%	Reduced
233	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$19.4M	+$11.3M	1	0.19%	Increased
234	Brandywine Global Investment Management Philadelphia, Pennsylvania	$19.4M	-$2.12M	3	0.12%	Reduced
235	Korea Investment Corp Seoul, South Korea	$19.1M	-$2.69M	3	0.09%	Reduced
236	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$18.5M	+$3.09M	6	0.05%	Increased
237	EC Engaged Capital Newport Beach, California	$18.5M	-$34.8M	1	2.34%	Reduced
238	Natixis Paris, France	$18.4M	-$9.79M	3	0.14%	Reduced
239	Envestnet Asset Management Chicago, Illinois	$18.4M	-$1.81M	11	0.04%	Reduced
240	KBC Group Brussels, Belgium	$18.2M	+$2.42M	6	0.16%	Increased
241	ACI AMP Capital Investors Sydney, Australia	$18.2M	-$1.03M	3	0.1%	Reduced
242	1C 1060 Capital Denver, Colorado	$18.1M	+$18.6M	1	5.98%	New
243	MPAM Monarch Partners Asset Management Boston, Massachusetts	$18M	+$6.75M	1	1.68%	Increased
244	HA Halsey Associates New Haven, Connecticut	$18M	+$689K	1	3.07%	Increased
245	Crestwood Advisors Group Boston, Massachusetts	$17.9M	-$64.6K	1	1.42%	Reduced
246	TPSF Texas Permanent School Fund Austin, Texas	$17.8M	-$819K	7	0.22%	Reduced
247	Crossmark Global Holdings Houston, Texas	$17.7M	+$1.52M	7	0.43%	Increased
248	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$17.7M	-$1.97M	3	0.33%	Reduced
249	RMCP Red Mountain Capital Partners Los Angeles, California	$17.3M	$0	1	8.51%	Maintained
250	MFAM Motley Fool Asset Management Alexandria, Virginia	$17M	$0	1	3.68%	Maintained