← 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
276	Mackenzie Financial Toronto Ontario, Ontario, Canada	$10.9M	+$181K	2	0.05%	Increased
277	Baillie Gifford & Co Edinburgh, United Kingdom	$10.7M	$0	1	0.02%	Maintained
278	Asset Management One Tokyo, Japan	$10.7M	+$4.28M	6	0.16%	Increased
279	Nomura Holdings Tokyo, Japan	$10.5M	-$6.66M	7	0%	Reduced
280	GGI Godsey & Gibb Inc Richmond, Virginia	$10.5M	+$1.83M	1	1.98%	Increased
281	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$10.4M	-$186K	4	0.06%	Reduced
282	SCM Symons Capital Management Pittsburgh, Pennsylvania	$10.4M	-$3.53M	1	2.32%	Reduced
283	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$10.4M	+$216K	5	0.33%	Increased
284	Aberdeen Asset Management Aberdeen, United Kingdom	$10.4M	+$7.88M	2	0.02%	Increased
285	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$10.3M	+$362K	3	0.06%	Increased
286	MIU Man Investments (UK) London, United Kingdom	$10.2M	-$440K	4	0.79%	Reduced
287	PAIM Punch & Associates Investment Management Edina, Minnesota	$10.1M	-$37.3K	1	1.35%	Reduced
288	Analytic Investors Los Angeles, California	$9.99M	-$13.3M	2	0.16%	Reduced
289	Bridgeway Capital Management Houston, Texas	$9.97M	+$795K	3	0.26%	Increased
290	Glenmede Trust Philadelphia, Pennsylvania	$9.96M	+$1.46M	9	0.09%	Increased
291	DCM Dupont Capital Management Wilmington, Delaware	$9.95M	-$7.44M	4	0.16%	Reduced
292	FCI Financial Counselors Inc Overland Park, Kansas	$9.89M	+$71.2K	1	0.69%	Increased
293	Suntrust Banks Atlanta, Georgia	$9.76M	+$545K	3	0.07%	Increased
294	Prudential plc London, England, United Kingdom	$9.76M	+$2.98M	2	0.04%	Increased
295	HighTower Advisors Chicago, Illinois	$9.75M	+$1.24M	5	0.17%	Increased
296	State of Tennessee, Department of Treasury Nashville, Tennessee	$9.73M	-$6.22M	4	0.05%	Reduced
297	IRF IBM Retirement Fund Armonk, New York	$9.64M	-$214K	4	0.19%	Reduced
298	1919 Investment Counsel Baltimore, Maryland	$9.48M	+$37.2K	4	0.19%	Increased
299	Oregon Public Employees Retirement Fund Tigard, Oregon	$9.4M	+$608K	6	0.23%	Increased
300	RC Reik & Co New York	$9.38M	+$109K	1	3.19%	Increased