← 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	Thrivent Financial for Lutherans Minneapolis, Minnesota	$152M	+$4.24M	10	0.33%	Increased
77	Gates Capital Management New York	$151M	+$32.5M	1	5.5%	Increased
78	Prudential Financial Newark, New Jersey	$149M	+$9.51M	9	0.22%	Increased
79	Bank of Montreal Toronto, Ontario, Canada	$147M	-$6.91M	14	0.1%	Reduced
80	DC DPM Capital Coral Gables, Florida	$147M	$0	1	95.44%	Maintained
81	Baird Financial Group Milwaukee, Wisconsin	$146M	-$8.09M	6	0.41%	Reduced
82	Vaughan Nelson Investment Management Houston, Texas	$143M	+$35M	1	1.53%	Increased
83	Deerfield Management New York	$142M	+$30.8M	2	2.98%	Increased
84	Federated Hermes Pittsburgh, Pennsylvania	$142M	+$1.3M	12	0.27%	Increased
85	Marshall Wace North America New York	$141M	+$81.3M	6	0.58%	Increased
86	Barclays London, United Kingdom	$139M	+$25.4M	11	0.07%	Increased
87	AllianceBernstein Nashville, Tennessee	$138M	-$16.3M	13	0.06%	Reduced
88	Wasatch Advisors Salt Lake City, Utah	$135M	-$24.4M	1	0.61%	Reduced
89	Westwood Holdings Group Dallas, Texas	$133M	+$79.1M	5	1.34%	Increased
90	DVI Deccan Value Investors Greenwich, Connecticut	$130M	-$37.8M	1	5.73%	Reduced
91	Eaton Vance Management Boston, Massachusetts	$129M	+$60.2M	13	0.19%	Increased
92	Bellevue Group Kuesnacht, Switzerland	$123M	+$3.88M	3	1.3%	Increased
93	SEI Investments Oaks, Pennsylvania	$123M	+$11.8M	12	0.31%	Increased
94	New York State Common Retirement Fund Albany, New York	$121M	-$13.1M	13	0.13%	Reduced
95	Schroder Investment Management Group London, United Kingdom	$121M	-$24.4M	9	0.16%	Reduced
96	Teacher Retirement System of Texas Austin, Texas	$120M	-$8.94M	9	0.67%	Reduced
97	Marshall Wace London, United Kingdom	$116M	+$25M	8	0.53%	Increased
98	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$115M	-$5.7M	6	0.25%	Reduced
99	ACM American Capital Management New York	$114M	+$477K	1	3.45%	Increased
100	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$114M	+$13.2M	13	0.1%	Increased