← 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	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$25.5M	+$2.26M	7	0.05%	Increased
227	Brandes Investment Partners La Jolla, California	$25.2M	-$2.58M	1	0.57%	Reduced
228	Massachusetts Financial Services Boston, Massachusetts	$24.6M	+$9.47M	4	0.01%	Increased
229	British Columbia Investment Management Victoria, British Columbia, Canada	$24.2M	+$5.9M	3	0.21%	Increased
230	Nisa Investment Advisors St. Louis, Missouri	$24M	-$356K	9	0.25%	Reduced
231	RCM Riverhead Capital Management Wilmington, Delaware	$23.9M	+$414K	8	0.94%	Increased
232	Rathbones Group Liverpool, United Kingdom	$23.8M	+$22.7M	1	0.9%	New
233	RI Redwood Investments Boston, Massachusetts	$23.5M	+$12.6M	2	1.62%	Increased
234	Snyder Capital Management San Francisco, California	$23.4M	+$1.38M	1	1.11%	Increased
235	TAM Tyers Asset Management Austin, Texas	$23.2M	+$47.1K	6	0.79%	Increased
236	DnB Asset Management Oslo, Norway	$23.1M	-$1.11M	4	0.27%	Reduced
237	WMC Westwood Management Corporation Chicago, Illinois	$22.9M	+$6.59M	1	3.05%	Increased
238	Stifel Financial St. Louis, Missouri	$22.9M	-$6.14M	8	0.07%	Reduced
239	Castleark Management Chicago, Illinois	$22.7M	-$2.8M	2	0.7%	Reduced
240	Crestwood Advisors Group Boston, Massachusetts	$22.6M	-$71.5K	1	1.64%	Reduced
241	Assenagon Asset Management Senningerberg, Luxembourg	$22.2M	-$53M	3	0.26%	Reduced
242	MetLife Investment Management Whippany, New Jersey	$22M	+$219K	9	0.26%	Increased
243	Andra AP-fonden Goteborg, Sweden	$21.9M	-$4.51M	3	0.59%	Reduced
244	Group One Trading Chicago, Illinois	$21.8M	+$9.1M	5	0.19%	Increased
245	PineBridge Investments New York	$21.7M	+$1.44M	3	0.53%	Increased
246	ARTA A.R.T. Advisors New York	$21.4M	-$1.16M	7	0.87%	Reduced
247	Jefferies Group New York	$21.4M	+$7.76M	7	0.12%	Increased
248	NAM NorthCoast Asset Management Greenwich, Connecticut	$21.3M	+$20.8M	1	2.02%	New
249	Sit Investment Associates Minneapolis, Minnesota	$21M	+$979K	1	0.54%	Increased
250	MFAM Motley Fool Asset Management Alexandria, Virginia	$21M	+$154K	1	2.81%	Increased