← 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
126	STRS Ohio Columbus, Ohio	$53.1M	+$53.3M	7	0.23%	New
127	Putnam Investments Boston, Massachusetts	$52.6M	+$49.9M	5	0.15%	New
128	Schroder Investment Management Group London, United Kingdom	$52.4M	+$51.1M	6	0.14%	New
129	AGF Investments Inc Toronto, Ontario, Canada	$51.5M	+$51.8M	3	0.59%	New
130	Wasatch Advisors Salt Lake City, Utah	$51.3M	+$48.4M	1	0.56%	New
131	Comerica Bank Dallas, Texas	$50.7M	+$50.5M	9	0.41%	New
132	MTB Mizuho Trust & Banking Tokyo, Japan	$50.2M	+$50.7M	4	0.21%	New
133	Nuveen Charlotte, North Carolina	$48.7M	+$49.8M	5	0.33%	New
134	Barclays London, United Kingdom	$48.6M	+$48.6M	10	0.06%	New
135	Calamos Advisors Naperville, Illinois	$47.7M	+$47.6M	2	0.31%	New
136	Nicholas Company Milwaukee, Wisconsin	$47.6M	+$49.2M	1	1.46%	New
137	SGAM Smith Group Asset Management Dallas, Texas	$47.5M	+$50M	2	2.06%	New
138	ACM Atlanta Capital Management Atlanta, Georgia	$47.5M	+$49.2M	1	0.36%	New
139	NFA Nationwide Fund Advisors Columbus, Ohio	$47.5M	+$48.1M	7	0.25%	New
140	Boston Partners Boston, Massachusetts	$46.9M	+$45.9M	4	0.13%	New
141	GP GLG Partners London, United Kingdom	$46.4M	+$47.8M	2	1.77%	New
142	State of Wisconsin Investment Board Madison, Wisconsin	$46.1M	+$46M	5	0.19%	New
143	VAM Visium Asset Management New York	$46M	+$46M	3	1.08%	New
144	WEC White Elm Capital Greenwich, Connecticut	$45.7M	+$47.2M	1	5.68%	New
145	MCM McKinley Capital Management Anchorage, Alaska	$45.5M	+$45.5M	5	2.29%	New
146	UBS O'Connor Chicago, Illinois	$45.3M	+$44.5M	2	0.85%	New
147	Gabelli Funds Rye, New York	$44.4M	+$43.9M	5	0.27%	New
148	Citigroup New York	$44.2M	+$43.9M	10	0.04%	New
149	Commerzbank Aktiengesellschaft Frankfurt, Germany	$44.2M	+$44.2M	5	0.19%	New
150	Bank of Montreal Toronto, Ontario, Canada	$42.9M	+$43M	8	0.08%	New