← 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	MICM Matthews International Capital Management San Francisco, California	$75.1M	-$4.31M	1	3.09%	Reduced
102	C Consulta London, United Kingdom	$72.7M	+$7.04M	1	9.49%	Increased
103	State Board of Administration of Florida Retirement System Tallahassee, Florida	$72.6M	-$465K	7	0.23%	Reduced
104	Los Angeles Capital Management Los Angeles, California	$71.9M	+$7.57M	5	0.6%	Increased
105	AllianceBernstein Nashville, Tennessee	$71.6M	-$4.36M	9	0.06%	Reduced
106	TCW Group Los Angeles, California	$69.7M	-$97.1K	2	0.53%	Reduced
107	Emerald Acquisition Seattle, Washington	$69.5M	-$8.82M	8	0.13%	Reduced
108	TD Asset Management Toronto, Ontario, Canada	$68.8M	+$38.1M	7	0.12%	Increased
109	MCMC Matrix Capital Management Company Portsmouth, New Hampshire	$68.7M	+$14.1M	1	2.89%	Increased
110	Federated Hermes Pittsburgh, Pennsylvania	$66.8M	+$10.9M	7	0.19%	Increased
111	Marshall Wace London, United Kingdom	$66.3M	+$13.8M	3	0.47%	Increased
112	Columbia Wanger Asset Management Chicago, Illinois	$66.3M	-$1.51M	1	0.87%	Reduced
113	MTB Mizuho Trust & Banking Tokyo, Japan	$65.9M	+$1.81M	3	0.19%	Increased
114	VFA Virtus Fund Advisers Hartford, Connecticut	$64.6M	+$63.2M	1	0.57%	New
115	Canada Life Winnipeg, Manitoba, Canada	$62.7M	+$1.21M	7	0.18%	Increased
116	Wellington Management Group Boston, Massachusetts	$61.6M	+$9M	6	0.02%	Increased
117	Arrowstreet Capital Boston, Massachusetts	$60.3M	+$4.28M	6	0.2%	Increased
118	HSBC Holdings London, United Kingdom	$58.2M	+$1.41M	7	0.15%	Increased
119	Amundi Asset Management US Boston, Massachusetts	$58M	+$7.49M	2	0.21%	Increased
120	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$53.9M	+$4.61M	5	0.2%	Increased
121	US Bancorp Minneapolis, Minnesota	$53.8M	+$1.93M	9	0.2%	Increased
122	Royce & Associates New York	$52.3M	-$5.44M	2	0.34%	Reduced
123	PWAM Park West Asset Management San Francisco, California	$52.3M	+$55.7M	1	4.76%	New
124	BlackRock Japan Tokyo, Japan	$52.3M	+$540K	4	0.18%	Increased
125	Highbridge Capital Management New York	$52M	+$22.4M	4	0.82%	Increased