← 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
101	HSBC Holdings London, United Kingdom	$69.1M	+$69.2M	7	0.21%	New
102	HCM Huber Capital Management El Segundo, California	$68.9M	+$65.7M	2	2.75%	New
103	Swiss National Bank Zurich, Switzerland	$68.7M	+$68.9M	8	0.3%	New
104	Perkins Investment Management Chicago, Illinois	$68.2M	+$66.9M	1	0.46%	New
105	AGA Altrinsic Global Advisors Stamford, Connecticut	$66.9M	+$63.4M	1	1.15%	New
106	Baillie Gifford & Co Edinburgh, United Kingdom	$66.6M	+$63.1M	1	0.2%	New
107	CCMH Cornerstone Capital Management Holdings New York	$64M	+$65.8M	5	0.79%	New
108	MAMU Marathon Asset Management (UK) London, United Kingdom	$62.7M	+$61.1M	1	1.49%	New
109	Prudential Financial Newark, New Jersey	$61.1M	+$61.5M	8	0.14%	New
110	GAMCO Investors Greenwich, Connecticut	$61M	+$60.1M	3	0.38%	New
111	Federated Hermes Pittsburgh, Pennsylvania	$60.9M	+$60.6M	8	0.24%	New
112	Guggenheim Capital Chicago, Illinois	$60.9M	+$61.7M	8	0.26%	New
113	RIM Rainier Investment Management Seattle, Washington	$60.5M	+$62.4M	2	0.55%	New
114	Arrowstreet Capital Boston, Massachusetts	$60.3M	+$60.6M	5	0.45%	New
115	SAC Capital Advisors Stamford, Connecticut	$59.4M	+$59.5M	7	0.33%	New
116	Principal Financial Group Des Moines, Iowa	$59.2M	+$60.2M	7	0.13%	New
117	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$59M	+$60.3M	2	0.36%	New
118	ICM IronBridge Capital Management Oakbrook Terrace, Illinois	$58.3M	+$58.1M	2	1.14%	New
119	Panagora Asset Management Boston, Massachusetts	$57.8M	+$58.2M	6	0.3%	New
120	BlackRock New York	$57M	+$57.5M	9	0.11%	New
121	HP Hound Partners New York	$57M	+$58.9M	1	3.11%	New
122	Winton Capital Management London, United Kingdom	$55.4M	+$55.3M	4	0.67%	New
123	First Trust Advisors Wheaton, Illinois	$55.1M	+$55.8M	8	0.36%	New
124	Fiduciary Management Inc Milwaukee, Wisconsin	$54.1M	+$53.1M	1	0.34%	New
125	PP PDT Partners New York	$53.4M	+$53.4M	5	1.31%	New