← 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	NFA Nationwide Fund Advisors Columbus, Ohio	$72.6M	-$5.24M	9	0.3%	Reduced
102	Fort Washington Investment Advisors Cincinnati, Ohio	$72M	+$13.2M	2	1.35%	Increased
103	HSBC Holdings London, United Kingdom	$72M	-$8.41M	5	0.15%	Reduced
104	Managed Account Advisors Jersey City, New Jersey	$71.3M	-$1.79M	6	0.06%	Reduced
105	Robeco Institutional Asset Management Rotterdam, Netherlands	$70M	-$7.53M	2	0.53%	Reduced
106	Los Angeles Capital Management Los Angeles, California	$69.5M	+$16.8M	3	0.65%	Increased
107	Pictet Asset Management (UK) London, United Kingdom	$67M	+$17.3M	3	0.27%	Increased
108	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$65M	-$12.8M	10	0.08%	Reduced
109	ACM Argent Capital Management St Louis, Missouri	$64.6M	+$57M	1	2.96%	New
110	DVI Deccan Value Investors Greenwich, Connecticut	$64.3M	$0	1	14.65%	Maintained
111	VAM Visium Asset Management New York	$63.2M	+$13.4M	2	0.9%	Increased
112	Panagora Asset Management Boston, Massachusetts	$62.9M	-$19.3M	7	0.32%	Reduced
113	Alyeska Investment Group Chicago, Illinois	$62.1M	-$43.2M	1	0.7%	Reduced
114	State Board of Administration of Florida Retirement System Tallahassee, Florida	$61.9M	-$488K	7	0.22%	Reduced
115	Capstone Investment Advisors New York	$61.5M	-$7.66M	1	0.87%	Reduced
116	KI Kalmar Investments Greenville, Delaware	$61.2M	-$1.22M	1	1.16%	Reduced
117	MCMC Matrix Capital Management Company Portsmouth, New Hampshire	$61.2M	$0	1	2.72%	Maintained
118	Prudential plc London, England, United Kingdom	$60.4M	+$54.9M	3	0.23%	Increased
119	Bank of Montreal Toronto, Ontario, Canada	$60.3M	+$22.9M	9	0.07%	Increased
120	Capital Guardian Trust Los Angeles, California	$60.2M	+$62.2M	1	0.43%	Increased
121	MTB Mizuho Trust & Banking Tokyo, Japan	$58.5M	+$947K	3	0.19%	Increased
122	Gotham Asset Management New York	$57.4M	-$7.86M	3	0.48%	Reduced
123	Acadian Asset Management Boston, Massachusetts	$55.6M	+$11.2M	5	0.27%	Increased
124	GAM GVO Asset Management Zug, Switzerland	$55.4M	$0	1	5.31%	Maintained
125	HA Heartland Advisors Milwaukee, Wisconsin	$54M	-$7.1M	2	1.51%	Reduced