← 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
301	Marshall Wace London, United Kingdom	$15.2M	-$18.6M	5	0.11%	Reduced
302	SG Americas Securities New York	$15.1M	-$5.65M	11	0.13%	Reduced
303	WBC Westpac Banking Corp Sydney, Australia	$15.1M	+$20M	5	0.22%	Increased
304	SAM Sectoral Asset Management Montreal, Quebec, Canada	$14.9M	+$6.02M	2	1.37%	Increased
305	Handelsbanken Fonder Stockholm, Sweden	$14.8M	+$13.4M	7	0.12%	New
306	Capital Wealth Planning Naples, Florida	$14.8M	-$967K	2	0.84%	Reduced
307	SCCM Schafer Cullen Capital Management New York	$14.8M	-$2.46M	1	0.23%	Reduced
308	Trexquant Investment Stamford, Connecticut	$14.8M	+$5.53M	4	1.03%	Increased
309	Gulf International Bank (UK) London, United Kingdom	$14.3M	+$39K	4	0.22%	Increased
310	Putnam Investments Boston, Massachusetts	$14.3M	+$6.58M	3	0.03%	Increased
311	HAIM Hunter Associates Investment Management Pittsburgh, Pennsylvania	$14.2M	+$648K	3	4.23%	Increased
312	Candriam SCA Strassen, Luxembourg, Luxembourg	$14M	+$6.43M	4	0.15%	Increased
313	Eventide Asset Management Boston, Massachusetts	$13.9M	-$1.52M	2	0.3%	Reduced
314	M&T Bank Buffalo, New York	$13.9M	+$1.04M	7	0.07%	Increased
315	TPSF Texas Permanent School Fund Austin, Texas	$13.8M	-$500K	8	0.22%	Reduced
316	GEH General Equity Holdings Brooklyn, New York	$13.8M	-$194K	1	8.83%	Reduced
317	PineBridge Investments New York	$13.8M	+$11M	2	0.26%	Increased
318	TIA Tandem Investment Advisors Charleston, South Carolina	$13.7M	+$188K	1	1.84%	Increased
319	Nomura Holdings Tokyo, Japan	$13.6M	+$4.59M	4	0.05%	Increased
320	MLICM Metropolitan Life Insurance Company (MetLife) New York	$13.4M	+$37.2K	12	0.24%	Increased
321	Silvercrest Asset Management New York	$13.4M	+$5.52M	2	0.12%	Increased
322	Weiss Multi-Strategy Advisers New York	$13.3M	+$7.11M	3	0.38%	Increased
323	Mackenzie Financial Toronto Ontario, Ontario, Canada	$13.3M	+$7.39M	5	0.04%	Increased
324	H Hexavest Montreal, Quebec, Canada	$13M	-$14.3M	2	0.3%	Reduced
325	LOAMU Lombard Odier Asset Management (USA) New York	$13M	+$7.2M	1	0.91%	Increased