← 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	Citigroup New York	$110M	+$30.9M	15	0.09%	Increased
77	Ensign Peak Advisors Salt Lake City, Utah	$109M	+$44.2M	9	0.3%	Increased
78	DC DPM Capital Coral Gables, Florida	$106M	-$7.36M	1	64.21%	Reduced
79	TimesSquare Capital Management New York	$105M	-$517K	2	1.01%	Reduced
80	Eagle Asset Management St Petersburg, Florida	$103M	+$89.2M	4	0.59%	Increased
81	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$102M	-$11.5M	12	0.1%	Reduced
82	BNP Paribas Financial Markets Paris, France	$101M	+$7.52M	11	0.18%	Increased
83	Teacher Retirement System of Texas Austin, Texas	$100M	+$54M	7	0.82%	Increased
84	Wasatch Advisors Salt Lake City, Utah	$99.2M	+$17.7M	1	0.72%	Increased
85	Gates Capital Management New York	$98.2M	-$3.8M	1	4.91%	Reduced
86	Citadel Advisors Miami, Florida	$96.1M	-$92.1M	13	0.03%	Reduced
87	GGHC Gilder Gagnon Howe & Co New York	$96M	+$13.2M	1	0.75%	Increased
88	State Board of Administration of Florida Retirement System Tallahassee, Florida	$94.6M	-$1.27M	10	0.23%	Reduced
89	Canada Life Winnipeg, Manitoba, Canada	$93.9M	+$20.2M	11	0.22%	Increased
90	BCM Bronte Capital Management Bondi Junction, Australia	$93.7M	-$8.94M	1	16.44%	Reduced
91	Massachusetts Financial Services Boston, Massachusetts	$92.1M	+$37.9M	4	0.04%	Increased
92	BAMCO Inc New York	$91.6M	+$51.4M	3	0.33%	Increased
93	Carillon Tower Advisers St. Petersburg, Florida	$91.4M	+$72.9M	3	0.7%	Increased
94	Brown Advisory Baltimore, Maryland	$90.7M	+$7.29M	3	0.21%	Increased
95	Aperio Group Sausalito, California	$90.3M	+$8.41M	11	0.33%	Increased
96	New York State Teachers Retirement System (NYSTRS) Albany, New York	$89.7M	-$256K	9	0.23%	Reduced
97	GAMCO Investors Greenwich, Connecticut	$87.7M	-$16M	5	1%	Reduced
98	Gabelli Funds Rye, New York	$87.1M	-$7.7M	6	0.71%	Reduced
99	Frontier Capital Management Boston, Massachusetts	$86.6M	+$674K	2	0.77%	Increased
100	Zurich Insurance Group Zurich, Switzerland	$86.4M	+$14.6M	1	1.47%	Increased