← 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	Janney Montgomery Scott Philadelphia, Pennsylvania	$19.8M	-$719K	9	0.05%	Reduced
277	Jennison Associates New York	$19.8M	-$1.86M	2	0.01%	Reduced
278	Algert Global San Francisco, California	$19.8M	-$812K	4	0.31%	Reduced
279	Focus Partners Wealth Boston, Massachusetts	$19.7M	-$486K	7	0.02%	Reduced
280	ProShare Advisors Bethesda, Maryland	$18.9M	+$1.06M	11	0.03%	Increased
281	Verition Fund Management Greenwich, Connecticut	$18.8M	-$23M	14	0.07%	Reduced
282	Cerity Partners New York	$18.7M	-$9.58M	11	0.03%	Reduced
283	MetLife Investment Management Whippany, New Jersey	$18.7M	-$1.13M	15	0.09%	Reduced
284	Bahl & Gaynor Cincinnati, Ohio	$18.6M	-$814K	2	0.09%	Reduced
285	Addenda Capital Montreal, Quebec, Canada	$18.4M	-$275K	1	0.54%	Reduced
286	SCM Shapiro Capital Management Atlanta, Georgia	$18.3M	+$3.5M	1	0.96%	Increased
287	Massachusetts Financial Services Boston, Massachusetts	$18.2M	+$1.89M	4	0.01%	Increased
288	2 2Xideas Kusnacht, Switzerland	$17.9M	-$2.4M	1	5.01%	Reduced
289	Primecap Management Pasadena, California	$17.7M	-$11.9M	1	0.01%	Reduced
290	Moran Wealth Management Naples, Florida	$17.6M	+$2.84M	3	0.54%	Increased
291	Mawer Investment Management Calgary, Alberta, Canada	$17.6M	-$1.17M	1	0.1%	Reduced
292	Arizona State Retirement System Phoenix, Arizona	$17.5M	-$1.84M	11	0.1%	Reduced
293	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$17.5M	+$1.84M	4	0.12%	Increased
294	LOIM Liberty One Investment Management Libertyville, Illinois	$17.4M	-$32M	1	2.23%	Reduced
295	VanEck Associates New York	$17.4M	+$2.66M	4	0.01%	Increased
296	USS Investment Management London, United Kingdom	$17.1M	+$9.91M	2	0.08%	Increased
297	Asset Management One Tokyo, Japan	$16.9M	-$3.27M	5	0.05%	Reduced
298	MassMutual Private Wealth & Trust Windsor, Connecticut	$16.5M	-$446K	10	0.42%	Reduced
299	Glenmede Trust Philadelphia, Pennsylvania	$16.4M	+$17.1M	7	0.08%	New
300	STRS Ohio Columbus, Ohio	$16.3M	-$12.4M	10	0.06%	Reduced