← 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	PCM Pennant Capital Management Summit, New Jersey	$89.7M	-$52.3M	1	2.28%	Reduced
77	Lord, Abbett & Co Jersey City, New Jersey	$88.9M	-$9.08M	3	0.27%	Reduced
78	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$88.4M	+$9.66M	3	0.2%	Increased
79	Gabelli Funds Rye, New York	$86.5M	+$1.47M	4	0.52%	Increased
80	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$86.4M	+$1.39M	9	0.21%	Increased
81	GAMCO Investors Greenwich, Connecticut	$85.4M	-$279K	4	0.56%	Reduced
82	Fort Washington Investment Advisors Cincinnati, Ohio	$82.4M	+$2.02M	2	1.66%	Increased
83	Two Sigma Investments New York	$81.5M	+$52M	5	0.39%	Increased
84	Allianz Asset Management Munich, Germany	$80.4M	+$2.46M	4	0.09%	Increased
85	ACM Argent Capital Management St Louis, Missouri	$79.7M	+$1.99M	1	3.71%	Increased
86	Prudential Financial Newark, New Jersey	$78.8M	+$28.5M	7	0.14%	Increased
87	Samlyn Capital New York	$76.5M	+$21.3M	2	1.58%	Increased
88	APG Asset Management Amsterdam, Netherlands	$75.6M	-$16.4M	3	0.17%	Reduced
89	HCM Holland Capital Management Chicago, Illinois	$74.1M	-$2.43M	1	1.91%	Reduced
90	New York State Teachers Retirement System (NYSTRS) Albany, New York	$73.7M	+$363K	7	0.2%	Increased
91	WI WBI Investments Red Bank, New Jersey	$72.5M	+$70.7M	2	2.07%	New
92	RhumbLine Advisers Boston, Massachusetts	$72.4M	+$306K	10	0.23%	Increased
93	Macquarie Group Sydney, NSW 2000, Australia	$72.2M	-$67.2M	5	0.15%	Reduced
94	AllianceBernstein Nashville, Tennessee	$71.9M	-$243K	8	0.06%	Reduced
95	AIM Assured Investment Management New York	$71.4M	+$37.9M	4	1.25%	Increased
96	ING Group Amsterdam, Netherlands	$70.4M	+$706K	3	0.42%	Increased
97	TFP Triple Frond Partners San Francisco, California	$69.7M	+$18.3M	1	13%	Increased
98	River Road Asset Management Louisville, Kentucky	$68.3M	-$25.6M	1	1.18%	Reduced
99	Pictet Asset Management (UK) London, United Kingdom	$67.4M	-$2.95M	3	0.29%	Reduced
100	Royce & Associates New York	$67.2M	-$7.05M	2	0.4%	Reduced