← 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	Thornburg Investment Management Santa Fe, New Mexico	$65.2M	-$32.2M	2	0.93%	Reduced
102	Bank of Montreal Toronto, Ontario, Canada	$64.2M	-$10.3M	14	0.07%	Reduced
103	Russell Investments Group London, United Kingdom	$63.9M	+$13.8M	11	0.17%	Increased
104	Canada Life Winnipeg, Manitoba, Canada	$63.1M	-$1.93M	10	0.17%	Reduced
105	Glenmede Trust Philadelphia, Pennsylvania	$62M	$0	9	0.28%	Maintained
106	UH Unigestion Holding Geneva, Switzerland	$61.2M	+$88.2M	1	2.28%	New
107	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$60.7M	+$16.3M	4	0.61%	Increased
108	Allianz Asset Management Munich, Germany	$59.7M	-$26.1M	6	0.08%	Reduced
109	HMP HS Management Partners New York	$59.3M	+$27.7M	1	2.59%	Increased
110	BNP Paribas Asset Management Paris, France	$58.9M	+$21.6M	5	0.5%	Increased
111	Pictet Asset Management (UK) London, United Kingdom	$58.9M	+$7.1M	5	0.13%	Increased
112	SEI Investments Oaks, Pennsylvania	$58.8M	-$1.33M	8	0.22%	Reduced
113	Citigroup New York	$58.6M	-$49.8M	16	0.05%	Reduced
114	Arrowstreet Capital Boston, Massachusetts	$58.6M	+$47.3M	8	0.16%	Increased
115	AIM Assured Investment Management New York	$58.4M	$0	1	99.58%	Maintained
116	Federated Hermes Pittsburgh, Pennsylvania	$57.2M	+$30.5M	12	0.17%	Increased
117	Two Sigma Advisers New York	$56.9M	+$3.38M	9	0.22%	Increased
118	GGHC Gilder Gagnon Howe & Co New York	$56.2M	+$31.3M	1	0.67%	Increased
119	Wasatch Advisors Salt Lake City, Utah	$55.3M	+$15.5M	2	0.58%	Increased
120	Ensign Peak Advisors Salt Lake City, Utah	$54.4M	+$10.9M	9	0.18%	Increased
121	Zurich Insurance Group Zurich, Switzerland	$53.2M	+$29.7M	1	1.14%	Increased
122	Driehaus Capital Management Chicago, Illinois	$51.7M	+$613K	4	1.73%	Increased
123	HSBC Holdings London, United Kingdom	$50.9M	-$7.15M	10	0.12%	Reduced
124	Korea Investment Corp Seoul, South Korea	$50.2M	+$7.46M	4	0.22%	Increased
125	Sessa Capital New York	$49.8M	+$91.6M	1	6.1%	New