← 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	Railway Pension Investments London, United Kingdom	$27.8M	+$1.23M	2	0.29%	Increased
227	Axa Paris, France	$27.7M	-$1.15M	7	0.1%	Reduced
228	Stifel Financial St. Louis, Missouri	$27.6M	+$38.9K	9	0.06%	Increased
229	Wedge Capital Management Charlotte, North Carolina	$27.6M	-$10.8M	2	0.37%	Reduced
230	Copeland Capital Management Conshohocken, Pennsylvania	$27.6M	-$734K	2	1.22%	Reduced
231	GEH General Equity Holdings Brooklyn, New York	$27.5M	+$13.9M	1	15.07%	Increased
232	Comerica Bank Dallas, Texas	$27.2M	+$1.21M	9	0.2%	Increased
233	MGM Miura Global Management New York	$27.1M	-$17.6M	1	7.68%	Reduced
234	Segall Bryant & Hamill Chicago, Illinois	$27M	+$5.61M	3	0.37%	Increased
235	MSL Mackay Shields LLC New York	$26.7M	-$8.76M	7	0.18%	Reduced
236	Armistice Capital New York	$26.2M	-$1.94M	1	0.95%	Reduced
237	Mitsubishi UFJ Asset Management Tokyo, Japan	$25.7M	+$1.78M	4	0.24%	Increased
238	Jane Street New York	$25.2M	+$7.08M	12	0.02%	Increased
239	SAM Scopus Asset Management New York	$25.1M	-$2.5M	1	0.49%	Reduced
240	PGGM Investments Zeist, Netherlands	$25M	+$269K	1	0.13%	Increased
241	Scout Investments Kansas City, Missouri	$24.8M	+$6.73M	2	0.55%	Increased
242	CISOA Capital Investment Services of America Milwaukee, Wisconsin	$24.7M	-$1.74M	1	3.01%	Reduced
243	Kohlberg Kravis Roberts & Co New York	$24.4M	$0	1	0.14%	Maintained
244	Royal London Asset Management United Kingdom	$24.4M	-$464K	5	0.15%	Reduced
245	CIBC Private Wealth Group Atlanta, Georgia	$24.3M	+$285K	1	0.07%	Increased
246	PFC Poplar Forest Capital Pasadena, California	$24.2M	-$12M	1	2.97%	Reduced
247	Winton Group London, United Kingdom	$24.1M	-$9.98M	7	0.78%	Reduced
248	DZ Bank Frankfurt Am Main, Germany	$23.9M	-$9.5M	4	0.06%	Reduced
249	Janney Montgomery Scott Philadelphia, Pennsylvania	$23.8M	+$803K	7	0.14%	Increased
250	HighTower Advisors Chicago, Illinois	$23.8M	+$2.55M	8	0.11%	Increased