← 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	DVI Deccan Value Investors Greenwich, Connecticut	$156M	+$2.24M	1	6.16%	Increased
77	BAMCO Inc New York	$156M	-$27.1M	2	0.36%	Reduced
78	Man Group London, United Kingdom	$152M	+$36.7M	11	0.54%	Increased
79	GGHC Gilder Gagnon Howe & Co New York	$151M	-$14.5M	2	0.74%	Reduced
80	Point72 Asset Management Stamford, Connecticut	$149M	+$73.2M	6	0.67%	Increased
81	AllianceBernstein Nashville, Tennessee	$146M	-$7.51M	14	0.06%	Reduced
82	ACM American Capital Management New York	$143M	-$2.25M	1	3.99%	Reduced
83	Nordea Investment Management Stockholm, Sweden	$142M	+$28.1M	6	0.19%	Increased
84	Westwood Holdings Group Dallas, Texas	$138M	-$12.8M	3	1.4%	Reduced
85	River Road Asset Management Louisville, Kentucky	$138M	-$68.9M	1	1.48%	Reduced
86	Eaton Vance Management Boston, Massachusetts	$135M	-$1.08M	10	0.18%	Reduced
87	Prudential Financial Newark, New Jersey	$133M	-$37.8M	11	0.18%	Reduced
88	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$132M	+$11M	13	0.11%	Increased
89	Barclays London, United Kingdom	$132M	-$22.7M	11	0.06%	Reduced
90	Acadian Asset Management Boston, Massachusetts	$130M	-$51.6M	8	0.49%	Reduced
91	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$129M	-$4.91M	6	0.27%	Reduced
92	New York State Common Retirement Fund Albany, New York	$129M	-$5.9M	14	0.13%	Reduced
93	Envestnet Asset Management Chicago, Illinois	$129M	+$1.6M	12	0.07%	Increased
94	SEI Investments Oaks, Pennsylvania	$129M	-$1.12M	12	0.29%	Reduced
95	Wasatch Advisors Salt Lake City, Utah	$126M	+$579K	1	0.51%	Increased
96	Citigroup New York	$123M	+$4.02M	15	0.07%	Increased
97	CCMLC Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut	$120M	-$3.15M	1	2.87%	Reduced
98	Allianz Asset Management Munich, Germany	$119M	+$21M	9	0.1%	Increased
99	BCM Bronte Capital Management Bondi Junction, Australia	$119M	+$6.63M	1	8.47%	Increased
100	Adage Capital Partners Boston, Massachusetts	$117M	+$36.8M	5	0.23%	Increased