← 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	Royal London Asset Management United Kingdom	$21.5M	+$3.25M	4	0.07%	Increased
302	Arizona State Retirement System Phoenix, Arizona	$21.5M	+$155K	15	0.18%	Increased
303	TCM Tributary Capital Management Omaha, Nebraska	$21.4M	+$3.64M	2	2.03%	Increased
304	State of Alaska Department of Revenue Juneau, Alaska	$21.2M	-$608K	11	0.27%	Reduced
305	Schroder Investment Management Group London, United Kingdom	$20.8M	+$12.7M	5	0.03%	Increased
306	Public Employees Retirement Association of Colorado Denver, Colorado	$20.7M	-$358K	14	0.11%	Reduced
307	AAM Ardevora Asset Management London, United Kingdom	$20.5M	-$5.64M	1	1%	Reduced
308	Bahl & Gaynor Cincinnati, Ohio	$20.4M	+$5.04M	4	0.13%	Increased
309	IP Isomer Partners New York	$20.3M	+$507K	1	10.55%	Increased
310	AE Wealth Management Topeka, Kansas	$20.3M	+$4.41M	4	0.12%	Increased
311	WTA Washington Trust Advisors Wellesley, Massachusetts	$20.2M	+$1.23M	5	2.08%	Increased
312	B Braidwell Stamford, Connecticut	$19.9M	+$25.3M	1	0.63%	New
313	T TOBAM Paris, France	$19.5M	+$178K	3	1.57%	Increased
314	Teacher Retirement System of Texas Austin, Texas	$19.4M	-$17.4M	8	0.13%	Reduced
315	GAMCO Investors Greenwich, Connecticut	$19.4M	+$1.68M	5	0.22%	Increased
316	First Eagle Investment Management New York	$19.3M	+$17.6M	4	0.05%	Increased
317	Natixis Advisors Boston, Massachusetts	$19.2M	-$17.6M	8	0.06%	Reduced
318	MN Services Vermogensbeheer The Hague, Netherlands	$19.2M	-$7.66M	3	0.19%	Reduced
319	INTECH Investment Management West Palm Beach, Florida	$19.2M	-$8.43M	4	0.28%	Reduced
320	Robeco Schweiz Zurich, Switzerland	$19.1M	-$1.39M	1	0.32%	Reduced
321	ZCM Ziegler Capital Management Chicago, Illinois	$19.1M	-$1.33M	4	0.76%	Reduced
322	PSAMP P. Schoenfeld Asset Management (PSAM) New York	$19M	+$15.3M	1	1.54%	New
323	M&G Investment Management London, United Kingdom	$19M	+$9.34M	3	0.08%	Increased
324	Eagle Asset Management St Petersburg, Florida	$18.5M	-$7.82M	3	0.11%	Reduced
325	EHI Eagle Health Investments Greenwich, Connecticut	$18.5M	+$5.14M	1	4.08%	Increased