← 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	Allianz Asset Management Munich, Germany	$156M	-$10.8M	8	0.21%	Reduced
77	CAPTRUST Financial Advisors Raleigh, North Carolina	$154M	+$103M	7	0.44%	Increased
78	VSCP Vesey Street Capital Partners New York	$152M	$0	1	100%	Maintained
79	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$149M	-$6.46M	5	0.1%	Reduced
80	Bank of Montreal Toronto, Ontario, Canada	$148M	+$10.3M	12	0.07%	Increased
81	Credit Agricole Montrouge Cedex, France	$146M	+$42.1M	7	0.43%	Increased
82	Envestnet Asset Management Chicago, Illinois	$143M	+$36.3M	11	0.05%	Increased
83	Fiduciary Management Inc Milwaukee, Wisconsin	$143M	-$5.48M	1	1.33%	Reduced
84	Aberdeen Group Edinburgh, United Kingdom	$141M	-$9.17M	5	0.27%	Reduced
85	Ilex Capital Partners London, United Kingdom	$138M	+$100M	1	8.85%	Increased
86	Holocene Advisors New York	$134M	-$10.1M	5	0.43%	Reduced
87	OCA OEP Capital Advisors New York	$132M	$0	1	100%	Maintained
88	KeyBank National Association Cleveland, Ohio	$129M	+$1.37M	6	0.49%	Increased
89	SCA Southpoint Capital Advisors New York	$127M	-$7.29M	1	2.98%	Reduced
90	Raymond James Financial St Petersburg, Florida	$125M	+$128M	13	0.05%	New
91	Victory Capital Management San Antonio, Texas	$124M	+$1.25M	13	0.12%	Increased
92	Man Group London, United Kingdom	$124M	-$27.8M	9	0.32%	Reduced
93	Wells Fargo San Francisco, California	$122M	-$2.6M	20	0.03%	Reduced
94	Congress Asset Management Boston, Massachusetts	$121M	-$10.4M	2	0.82%	Reduced
95	Federated Hermes Pittsburgh, Pennsylvania	$120M	-$4.56M	10	0.26%	Reduced
96	Marshall Wace London, United Kingdom	$120M	-$16.8M	14	0.14%	Reduced
97	Point72 Asset Management Stamford, Connecticut	$120M	-$165M	4	0.26%	Reduced
98	Neuberger Berman Group New York	$118M	+$19.8M	11	0.09%	Increased
99	LCP LGT Capital Partners Pfaeffikon, Switzerland	$116M	-$3.44M	1	4.4%	Reduced
100	TIA Tandem Investment Advisors Charleston, South Carolina	$115M	+$1.22M	1	4.34%	Increased