← 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	AGA Altrinsic Global Advisors Stamford, Connecticut	$54.3M	-$64.8K	1	0.93%	Reduced
127	SGAM Smith Group Asset Management Dallas, Texas	$53.8M	-$1.73M	2	2.23%	Reduced
128	TCM Tiger Consumer Management New York	$53.6M	-$83.6M	1	2.22%	Reduced
129	MAMU Marathon Asset Management (UK) London, United Kingdom	$51.6M	-$5.65M	1	1.25%	Reduced
130	Teachers Advisors New York	$50.7M	-$33.3M	9	0.13%	Reduced
131	MTB Mizuho Trust & Banking Tokyo, Japan	$50.2M	-$7.18M	4	0.21%	Reduced
132	ARC Absolute Return Capital Boston, Massachusetts	$49.5M	+$32.9M	3	0.69%	Increased
133	Comerica Bank Dallas, Texas	$49.2M	+$1.45M	9	0.34%	Increased
134	OppenheimerFunds New York	$47.4M	+$22.9M	1	0.03%	Increased
135	Analytic Investors Los Angeles, California	$46.3M	+$17.8M	4	0.75%	Increased
136	JCM JGE Capital Management San Francisco, California	$45.5M	$0	1	65.26%	Maintained
137	BlackRock Japan Tokyo, Japan	$45.2M	+$2.16M	5	0.22%	Increased
138	PGGM Investments Zeist, Netherlands	$44.5M	-$53.1M	1	0.26%	Reduced
139	Barclays London, United Kingdom	$44.2M	-$500K	9	0.05%	Reduced
140	MCMC Matrix Capital Management Company Portsmouth, New Hampshire	$43.8M	+$9.17M	1	3.65%	Increased
141	NFA Nationwide Fund Advisors Columbus, Ohio	$43.4M	-$3.22M	7	0.19%	Reduced
142	NA Navellier & Associates Reno, Nevada	$43.4M	-$61.2M	3	1.28%	Reduced
143	Nuveen Charlotte, North Carolina	$42.1M	-$7.83M	4	0.27%	Reduced
144	WEC White Elm Capital Greenwich, Connecticut	$41.9M	-$1.15M	1	4.06%	Reduced
145	Fort Washington Investment Advisors Cincinnati, Ohio	$39.4M	+$66.5K	1	0.95%	Increased
146	SG Americas Securities New York	$39.4M	+$7.32M	9	0.16%	Increased
147	State of Wisconsin Investment Board Madison, Wisconsin	$39M	-$8.75M	5	0.16%	Reduced
148	Regions Financial Corp Birmingham, Alabama	$38.9M	+$431K	5	0.51%	Increased
149	ICM IronBridge Capital Management Oakbrook Terrace, Illinois	$38.8M	-$22.9M	2	0.82%	Reduced
150	Thrivent Financial for Lutherans Minneapolis, Minnesota	$38.1M	+$2.08M	5	0.24%	Increased