← 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	Macquarie Group Sydney, NSW 2000, Australia	$74.3M	-$8.32M	9	0.13%	Reduced
102	Marshall Wace North America New York	$73.4M	+$14.5M	7	0.41%	Increased
103	Brown Advisory Baltimore, Maryland	$71.4M	+$58.5M	5	0.23%	Increased
104	Prudential plc London, England, United Kingdom	$67.7M	+$11.7M	4	0.21%	Increased
105	London Company of Virginia Richmond, Virginia	$67M	+$9.1M	1	0.49%	Increased
106	C Consulta London, United Kingdom	$65M	$0	1	7.68%	Maintained
107	PGGM Investments Zeist, Netherlands	$63.6M	-$7.91M	2	0.36%	Reduced
108	O'Shaughnessy Asset Management Stamford, Connecticut	$63M	+$33.8M	5	1.47%	Increased
109	MICM Matthews International Capital Management San Francisco, California	$61.7M	-$5.7M	1	2.92%	Reduced
110	Amundi Asset Management US Boston, Massachusetts	$59.1M	+$19.6M	5	0.09%	Increased
111	BGI BlueDrive Global Investors London, United Kingdom	$58.4M	+$54.5M	1	20.01%	New
112	TCCM Two Creeks Capital Management New York	$57.2M	+$10M	1	3.06%	Increased
113	ICP Indus Capital Partners New York	$56.1M	-$17.7M	2	5.49%	Reduced
114	ACM American Capital Management New York	$55.7M	+$322K	1	3.35%	Increased
115	Fidelity International Hamilton, Bermuda	$54.7M	+$1.84M	1	0.15%	Increased
116	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$54.4M	-$26.5M	5	0.1%	Reduced
117	DCM Daruma Capital Management New York	$54.4M	+$48.4M	1	3.39%	New
118	DZ Bank Frankfurt Am Main, Germany	$53.1M	+$2.56M	5	0.2%	Increased
119	HSBC Holdings London, United Kingdom	$53M	-$26.5M	8	0.08%	Reduced
120	Pictet Asset Management (UK) London, United Kingdom	$52.5M	+$15.8M	3	0.14%	Increased
121	Bank of Montreal Toronto, Ontario, Canada	$52.5M	-$83.2M	11	0.05%	Reduced
122	BM Bridger Management New York	$52.3M	+$44.6M	1	3.45%	New
123	AQR Arbitrage Greenwich, Connecticut	$51.9M	+$6.89M	1	0.61%	Increased
124	US Bancorp Minneapolis, Minnesota	$51.6M	-$6.78M	11	0.16%	Reduced
125	OCAM Owl Creek Asset Management New York	$51.4M	-$64M	1	1.25%	Reduced