← 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	Moran Wealth Management Naples, Florida	$32.2M	+$9.56M	3	1.08%	Increased
227	Chevy Chase Trust Bethesda, Maryland	$32.1M	-$127K	5	0.1%	Reduced
228	GAMCO Investors Greenwich, Connecticut	$32M	-$943K	6	0.35%	Reduced
229	INTECH Investment Management West Palm Beach, Florida	$31.7M	+$1.79M	16	0.33%	Increased
230	MC Martin Currie Edinburgh, United Kingdom	$31.5M	+$6.08M	1	1.27%	Increased
231	Adage Capital Partners Boston, Massachusetts	$31M	+$1.85M	3	0.06%	Increased
232	Quantinno Capital Management New York	$31M	+$9.97M	11	0.2%	Increased
233	Tidal Investments Milwaukee, Wisconsin	$30.9M	+$70.9K	7	0.25%	Increased
234	PNC Financial Services Group Pittsburgh, Pennsylvania	$30.9M	-$460K	17	0.02%	Reduced
235	Aviva London, United Kingdom	$30.5M	-$3.04M	4	0.07%	Reduced
236	Axa Paris, France	$30.4M	+$1.78M	6	0.1%	Increased
237	Janney Montgomery Scott Philadelphia, Pennsylvania	$30.1M	-$1.31M	10	0.09%	Reduced
238	Yacktman Asset Management Austin, Texas	$30.1M	-$412K	1	0.4%	Reduced
239	Nisa Investment Advisors St. Louis, Missouri	$29.9M	+$92.7K	17	0.15%	Increased
240	EP Eversept Partners New York	$29.7M	-$19.5M	1	3.02%	Reduced
241	8KM 8 Knots Management Dallas, Texas	$29.6M	-$76.6M	1	3.73%	Reduced
242	CF Corebridge Financial Houston, Texas	$29.6M	-$1.08M	18	0.17%	Reduced
243	TIM Triodos Investment Management Driebergen-Rijsenburg, Netherlands	$29.6M	-$187K	1	2.43%	Reduced
244	Palisade Capital Management Fort Lee, New Jersey	$29.4M	+$2.99M	1	0.84%	Increased
245	Miller Howard Investments Kingston, New York	$29.3M	+$6.01M	1	0.93%	Increased
246	Ninety One (UK) London, United Kingdom	$29.2M	-$9.28M	2	0.08%	Reduced
247	WTA Washington Trust Advisors Wellesley, Massachusetts	$28.7M	-$85.9K	4	2.55%	Reduced
248	Bahl & Gaynor Cincinnati, Ohio	$28.6M	+$4.06M	3	0.15%	Increased
249	Asset Management One Tokyo, Japan	$28.3M	-$2.22M	5	0.1%	Reduced
250	Corient Private Wealth Miami, Florida	$27.8M	-$3.78M	5	0.05%	Reduced