← 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	SC Sasco Capital Fairfield, Connecticut	$24.1M	-$1.58M	1	2.83%	Reduced
277	Rockefeller Capital Management New York	$24.1M	-$7.75M	5	0.08%	Reduced
278	RCW Rheos Capital Works Tokyo, Japan	$23.6M	$0	2	1.31%	Maintained
279	Mirae Asset Global Investments Seoul, South Korea	$23.6M	-$2.28M	13	0.05%	Reduced
280	WTA Washington Trust Advisors Wellesley, Massachusetts	$23.5M	-$44.3K	4	2.25%	Reduced
281	Royce & Associates New York	$23.3M	+$4.98M	4	0.22%	Increased
282	Corient Private Wealth Miami, Florida	$23.3M	+$3.75M	9	0.04%	Increased
283	M&T Bank Buffalo, New York	$23.3M	-$3.1M	5	0.09%	Reduced
284	TPSF Texas Permanent School Fund Austin, Texas	$23.3M	-$2.96M	11	0.2%	Reduced
285	LCM Landscape Capital Management Englewood, New Jersey	$23.2M	+$16.7M	5	2.08%	Increased
286	EHI Eagle Health Investments Greenwich, Connecticut	$23.1M	+$3.28M	1	4.69%	Increased
287	CIBC Private Wealth Group Atlanta, Georgia	$23M	-$33.6M	7	0.05%	Reduced
288	Swiss Life Asset Management Zurich,	$23M	+$10.1M	5	0.28%	Increased
289	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$23M	-$10.9M	5	0.06%	Reduced
290	Arizona State Retirement System Phoenix, Arizona	$22.9M	-$1.25M	15	0.17%	Reduced
291	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$22.8M	-$23.8M	1	1.24%	Reduced
292	ALPS Advisors Denver, Colorado	$22.8M	+$20.8M	3	0.18%	Increased
293	Fuller & Thaler Asset Management San Mateo, California	$22.6M	+$2.06M	1	0.11%	Increased
294	Bahl & Gaynor Cincinnati, Ohio	$22.6M	+$123K	4	0.14%	Increased
295	Gotham Asset Management New York	$22.4M	+$3.31M	6	0.41%	Increased
296	HAM Harber Asset Management Asheville, North Carolina	$22.2M	+$8.04M	1	5.17%	Increased
297	Lazard Asset Management New York	$22M	-$71.5M	13	0.03%	Reduced
298	Janney Montgomery Scott Philadelphia, Pennsylvania	$22M	+$9.02M	8	0.07%	Increased
299	HRT Financial New York	$21.9M	-$3.61M	8	0.16%	Reduced
300	Illinois Municipal Retirement Fund Oak Brook, Illinois	$21.7M	+$953K	9	0.36%	Increased