← 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	SG Americas Securities New York	$64.7M	+$274M	7	0.39%	Increased
102	NFA Nationwide Fund Advisors Columbus, Ohio	$64.4M	-$2.91M	9	0.29%	Reduced
103	Prudential plc London, England, United Kingdom	$64.1M	+$9.82M	3	0.27%	Increased
104	Robeco Institutional Asset Management Rotterdam, Netherlands	$63.7M	-$168K	2	0.49%	Reduced
105	DVI Deccan Value Investors Greenwich, Connecticut	$63.6M	$0	1	9.5%	Maintained
106	Scout Investments Kansas City, Missouri	$63.1M	+$44.1M	3	1.47%	Increased
107	Credit Agricole Montrouge Cedex, France	$60M	-$7.46M	3	0.3%	Reduced
108	Jennison Associates New York	$60M	+$30.4M	2	0.06%	Increased
109	LSV Asset Management Chicago, Illinois	$59.5M	-$156M	4	0.13%	Reduced
110	Capital Guardian Trust Los Angeles, California	$58.2M	+$3.66M	1	0.47%	Increased
111	State Board of Administration of Florida Retirement System Tallahassee, Florida	$57.7M	+$572K	7	0.22%	Increased
112	MCMC Matrix Capital Management Company Portsmouth, New Hampshire	$55.7M	$0	1	2.58%	Maintained
113	MTB Mizuho Trust & Banking Tokyo, Japan	$55.2M	+$1.69M	3	0.19%	Increased
114	C Consulta London, United Kingdom	$54.2M	+$58.2M	1	5.73%	New
115	TFP Triple Frond Partners San Francisco, California	$54.2M	+$15.5M	1	11.48%	Increased
116	VOYA Investment Management Atlanta, Georgia	$53.3M	-$128M	6	0.13%	Reduced
117	KI Kalmar Investments Greenville, Delaware	$52.4M	-$3.1M	1	1.23%	Reduced
118	Victory Capital Management San Antonio, Texas	$52.4M	+$7.86M	5	0.22%	Increased
119	Deerfield Management New York	$51.8M	+$6.2M	1	2%	Increased
120	HA Heartland Advisors Milwaukee, Wisconsin	$51.3M	-$501K	2	1.88%	Reduced
121	Samlyn Capital New York	$50.8M	+$54.1M	1	0.93%	New
122	GAM GVO Asset Management Zug, Switzerland	$50.5M	$0	1	5.07%	Maintained
123	Marshall Wace London, United Kingdom	$49.6M	+$24.6M	2	0.61%	Increased
124	Comerica Bank Dallas, Texas	$49.5M	-$54.9M	7	0.47%	Reduced
125	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$48.7M	-$12.1M	10	0.05%	Reduced