← 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
351	ClearBridge Investments New York	$14.8M	-$2.58M	2	0.01%	Reduced
352	M&T Bank Buffalo, New York	$14.8M	-$2.69M	7	0.06%	Reduced
353	Fjarde Ap-fonden Stockholm, Sweden	$14.8M	+$3.52M	4	0.21%	Increased
354	Robeco Schweiz Zurich, Switzerland	$14.7M	$0	1	0.27%	Maintained
355	Virginia Retirement Systems Richmond, Virginia	$14.7M	+$550K	11	0.15%	Increased
356	Azimuth Capital Investment Management Bloomfield Hills, Michigan	$14.6M	+$30.9K	3	0.74%	Increased
357	ACM AREX Capital Management New York	$14.6M	-$2.27M	1	8.79%	Reduced
358	Walleye Capital New York	$14.3M	+$5.72M	11	0.26%	Increased
359	Davenport & Co Richmond, Virginia	$14.1M	+$562K	3	0.12%	Increased
360	HWM HFR Wealth Management Niskayuna, New York	$14.1M	-$481K	1	4.1%	Reduced
361	BCA Bernzott Capital Advisors Camarillo, California	$14.1M	-$331K	1	1.83%	Reduced
362	Baillie Gifford & Co Edinburgh, United Kingdom	$14.1M	-$1.79M	3	0.01%	Reduced
363	Xponance Philadelphia, Pennsylvania	$14M	+$1.35M	6	0.23%	Increased
364	USS Investment Management London, United Kingdom	$13.9M	+$1.31M	3	0.2%	Increased
365	Fisher Asset Management Camas, Washington	$13.9M	-$548K	1	0.01%	Reduced
366	Rothschild & Co Asset Management US Stamford, Connecticut	$13.8M	-$708K	2	0.21%	Reduced
367	Clifford Swan Investment Counsel Pasadena, California	$13.7M	-$692K	3	0.6%	Reduced
368	AMF Tjänstepension Stockholm, Sweden	$13.5M	$0	1	0.16%	Maintained
369	F1I Fund 1 Investments Rincon, Puerto Rico	$13.3M	+$12.9M	3	6.03%	New
370	GA Gagnon Advisors New York	$13.3M	$0	1	8.95%	Maintained
371	Castleark Management Chicago, Illinois	$13.2M	-$1.47M	2	0.69%	Reduced
372	Channing Capital Management Chicago, Illinois	$13.2M	-$1.78M	1	0.42%	Reduced
373	Public Employees Retirement Association of Colorado Denver, Colorado	$13.1M	-$11.4K	14	0.07%	Reduced
374	Engineers Gate Manager New York	$13.1M	+$9.43M	10	0.78%	Increased
375	PFC Phocas Financial Corp Alameda, California	$12.9M	-$60.6K	3	1.87%	Reduced