← 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	Braun Stacey Associates New York	$25.8M	+$2.48M	1	0.96%	Increased
277	Bahl & Gaynor Cincinnati, Ohio	$25.6M	-$2.38M	3	0.14%	Reduced
278	Retirement Systems of Alabama Montgomery, Alabama	$25.5M	-$4.56M	5	0.09%	Reduced
279	MN Services Vermogensbeheer The Hague, Netherlands	$25.4M	+$217K	4	0.17%	Increased
280	EHI Eagle Health Investments Greenwich, Connecticut	$25.3M	$0	1	6.21%	Maintained
281	AIC AWM Investment Company New York	$25.3M	$0	1	3.08%	Maintained
282	Capital Fund Management (CFM) Paris, France	$25.2M	-$2.4M	3	0.06%	Reduced
283	Cerity Partners New York	$25.1M	+$1.49M	9	0.05%	Increased
284	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$25M	-$91.7K	4	0.04%	Reduced
285	IEQ Capital Foster City, California	$24.9M	+$18.7M	5	0.24%	Increased
286	Arizona State Retirement System Phoenix, Arizona	$24.7M	-$53.9K	13	0.15%	Reduced
287	SIM SW Investment Management Telluride, Colorado	$24.4M	+$925K	1	5.72%	Increased
288	1832 Asset Management Toronto, Ontario, Canada	$24.4M	-$86.2M	3	0.02%	Reduced
289	RSCM Rock Springs Capital Management Baltimore, Maryland	$24.1M	$0	1	0.92%	Maintained
290	Miller Howard Investments Kingston, New York	$24.1M	-$16.1M	1	0.79%	Reduced
291	Focus Partners Wealth Boston, Massachusetts	$23.9M	-$9.19M	9	0.06%	Reduced
292	Bridgeway Capital Management Houston, Texas	$23.9M	+$685K	6	0.54%	Increased
293	Tudor Investment Corp Stamford, Connecticut	$23.6M	-$15.1M	5	0.09%	Reduced
294	Lazard Asset Management New York	$23.5M	-$2.3M	12	0.03%	Reduced
295	First Eagle Investment Management New York	$23.4M	-$633K	3	0.05%	Reduced
296	LOIM Liberty One Investment Management Libertyville, Illinois	$23.4M	+$22.9M	1	2.54%	Increased
297	US Bancorp Minneapolis, Minnesota	$23.4M	+$640K	16	0.03%	Increased
298	Eventide Asset Management Boston, Massachusetts	$23.2M	$0	1	0.42%	Maintained
299	M&T Bank Buffalo, New York	$23.1M	-$1.04M	6	0.08%	Reduced
300	RB Rodgers Brothers Harmony, Pennsylvania	$23M	+$9.3M	3	3.01%	Increased