← 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	Bank of Montreal Toronto, Ontario, Canada	$41.9M	+$227K	9	0.05%	Increased
127	Highbridge Capital Management New York	$40.9M	-$13.4M	3	0.54%	Reduced
128	FAM Foundation Asset Management White Plains, New York	$40.3M	$0	1	11.06%	Maintained
129	BlackRock Japan Tokyo, Japan	$40.2M	+$2.41M	4	0.17%	Increased
130	TFP Triple Frond Partners San Francisco, California	$40.2M	+$40.3M	1	18.65%	New
131	Thompson Siegel & Walmsley Richmond, Virginia	$40M	+$2.95M	3	0.8%	Increased
132	AIM Allen Investment Management New York	$39.6M	+$7.63M	2	3.28%	Increased
133	MAMU Marathon Asset Management (UK) London, United Kingdom	$39.1M	+$10.7M	2	0.96%	Increased
134	Raymond James & Associates St Petersburg, Florida	$38.6M	-$7.57M	4	0.22%	Reduced
135	Victory Capital Management San Antonio, Texas	$37.4M	+$2.04M	1	0.28%	Increased
136	Barclays London, United Kingdom	$37.3M	+$1.19M	10	0.04%	Increased
137	PNC Financial Services Group Pittsburgh, Pennsylvania	$36.3M	-$1.37M	9	0.04%	Reduced
138	STRS Ohio Columbus, Ohio	$36.2M	-$64.5K	3	0.16%	Reduced
139	AIG American International Group New York	$36.2M	+$405K	10	0.16%	Increased
140	Citigroup New York	$35.6M	+$75.4K	10	0.03%	Increased
141	Johnson Investment Counsel Cincinnati, Ohio	$35.5M	-$652K	3	1.19%	Reduced
142	OppenheimerFunds New York	$35.5M	-$2.8M	1	0.04%	Reduced
143	RMCP Red Mountain Capital Partners Los Angeles, California	$35.5M	$0	1	11.81%	Maintained
144	Arrowstreet Capital Boston, Massachusetts	$35.2M	+$30.2M	3	0.19%	Increased
145	HP Hikari Power Tokyo, Japan	$35.2M	$0	1	5.21%	Maintained
146	FGP Foyston, Gordon, & Payne Toronto, Ontario, Canada	$35.1M	-$2.14M	1	5.04%	Reduced
147	Vontobel Asset Management New York	$35M	+$34.8M	1	0.27%	New
148	GAM GVO Asset Management Zug, Switzerland	$33.9M	+$7.69M	1	3.56%	Increased
149	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$33.7M	+$23.9M	2	2.09%	Increased
150	Retirement Systems of Alabama Montgomery, Alabama	$33.3M	-$1.78M	5	0.19%	Reduced