← 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
251	ACM Atika Capital Management New York	$27.9M	+$1.59M	1	2.75%	Increased
252	RCW Rheos Capital Works Tokyo, Japan	$27.7M	+$3.2M	2	1.33%	Increased
253	M&T Bank Buffalo, New York	$27.6M	+$3.17M	6	0.1%	Increased
254	State of Tennessee, Department of Treasury Nashville, Tennessee	$27.4M	-$8.53M	12	0.1%	Reduced
255	OFI Invest Asset Management Paris, France	$27.3M	+$690K	2	0.74%	Increased
256	Mirae Asset Global Investments Seoul, South Korea	$27.2M	+$2.55M	14	0.06%	Increased
257	DekaBank Deutsche Girozentrale Frankfurt, Germany	$27.2M	-$14.8M	7	0.05%	Reduced
258	Massachusetts Financial Services Boston, Massachusetts	$26.9M	-$169K	2	0.01%	Reduced
259	Eventide Asset Management Boston, Massachusetts	$26.9M	$0	1	0.42%	Maintained
260	Janney Montgomery Scott Philadelphia, Pennsylvania	$26.9M	+$2.57M	10	0.08%	Increased
261	MN Services Vermogensbeheer The Hague, Netherlands	$26.8M	+$9.27M	4	0.19%	Increased
262	WTA Washington Trust Advisors Wellesley, Massachusetts	$26.7M	-$270K	4	2.45%	Reduced
263	IP Interval Partners New York	$26.7M	+$25.1M	2	0.75%	Increased
264	IP Isomer Partners New York	$26.6M	-$2.08M	1	18.49%	Reduced
265	Rockefeller Capital Management New York	$26.5M	+$885K	5	0.08%	Increased
266	SIM SW Investment Management Telluride, Colorado	$26.3M	+$1.45M	1	8.46%	Increased
267	EHI Eagle Health Investments Greenwich, Connecticut	$26.2M	+$1.71M	1	4.88%	Increased
268	ALPS Advisors Denver, Colorado	$26.1M	+$2.3M	4	0.18%	Increased
269	CISOA Capital Investment Services of America Milwaukee, Wisconsin	$25.9M	+$2.15M	1	2.5%	Increased
270	Bahl & Gaynor Cincinnati, Ohio	$25.9M	+$1.42M	4	0.14%	Increased
271	HighTower Advisors Chicago, Illinois	$25.8M	-$15.1M	11	0.04%	Reduced
272	TPSF Texas Permanent School Fund Austin, Texas	$25.7M	+$193K	11	0.2%	Increased
273	Verition Fund Management Greenwich, Connecticut	$25.6M	-$23.8M	10	0.18%	Reduced
274	Confluence Investment Management St. Louis, Missouri	$25.6M	+$23.7M	1	0.34%	New
275	SG Americas Securities New York	$25.3M	+$15.7M	12	0.12%	Increased