← 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
76	HCM Huber Capital Management El Segundo, California	$86.7M	-$13.1M	2	2.68%	Reduced
77	First Trust Advisors Wheaton, Illinois	$86M	-$110M	6	0.29%	Reduced
78	Royce & Associates New York	$85M	-$28.1M	4	0.3%	Reduced
79	Boston Partners Boston, Massachusetts	$84.7M	-$28.1M	5	0.13%	Reduced
80	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$82.6M	+$737K	9	0.19%	Increased
81	ING Group Amsterdam, Netherlands	$81.8M	-$2.09M	3	0.38%	Reduced
82	Amundi Asset Management US Boston, Massachusetts	$81.6M	-$1.27M	2	0.3%	Reduced
83	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$81.4M	+$12.8M	2	0.5%	Increased
84	BlackRock New York	$80.1M	-$8.28M	9	0.11%	Reduced
85	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$78.8M	+$1.15M	10	0.11%	Increased
86	Gotham Asset Management New York	$76.9M	+$10.3M	5	0.62%	Increased
87	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$76.6M	-$160K	4	0.18%	Reduced
88	Gabelli Funds Rye, New York	$75.4M	-$1.23M	4	0.37%	Reduced
89	GAMCO Investors Greenwich, Connecticut	$75M	-$11.6M	4	0.39%	Reduced
90	AllianceBernstein Nashville, Tennessee	$74.9M	-$708K	8	0.06%	Reduced
91	Prudential Financial Newark, New Jersey	$73.6M	+$20.9M	7	0.13%	Increased
92	PGGM Investments Zeist, Netherlands	$73.5M	-$160K	3	0.33%	Reduced
93	HCM Highline Capital Management New York	$73.4M	+$4.19M	1	3.05%	Increased
94	Principal Financial Group Des Moines, Iowa	$72.9M	+$1.74M	7	0.11%	Increased
95	New York State Teachers Retirement System (NYSTRS) Albany, New York	$72M	-$789K	6	0.18%	Reduced
96	Renaissance Technologies New York	$72M	+$37.3M	8	0.17%	Increased
97	First Manhattan New York	$69.9M	-$19.8M	6	0.4%	Reduced
98	Allianz Asset Management Munich, Germany	$69.1M	-$22.6M	6	0.08%	Reduced
99	Teachers Advisors New York	$66.8M	+$83.4M	9	0.13%	Increased
100	Scout Investments Kansas City, Missouri	$66.7M	+$3.74M	2	1.02%	Increased