← 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	Prudential Financial Newark, New Jersey	$48.3M	-$47.4M	7	0.1%	Reduced
127	CC Carlson Capital Dallas, Texas	$47M	+$11.2M	1	0.54%	Increased
128	US Bancorp Minneapolis, Minnesota	$46.9M	-$1.61M	8	0.2%	Reduced
129	BlackRock Japan Tokyo, Japan	$46.4M	+$2.3M	3	0.19%	Increased
130	UBS Group Zurich, Switzerland	$45.4M	-$290M	9	0.03%	Reduced
131	VAM Visium Asset Management New York	$45.1M	-$9.64M	2	0.62%	Reduced
132	Raymond James & Associates St Petersburg, Florida	$44.7M	+$1.48M	6	0.18%	Increased
133	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$43.8M	+$1.4M	5	0.18%	Increased
134	Franklin Resources San Mateo, California	$43.8M	+$434K	3	0.02%	Increased
135	RMCP Red Mountain Capital Partners Los Angeles, California	$43.7M	$0	1	11.55%	Maintained
136	MAMU Marathon Asset Management (UK) London, United Kingdom	$43.4M	-$335K	2	1.05%	Reduced
137	RCM Riverhead Capital Management Wilmington, Delaware	$41.3M	+$6.03M	6	0.65%	Increased
138	Capital Fund Management (CFM) Paris, France	$39.6M	+$28.9M	3	0.44%	Increased
139	Putnam Investments Boston, Massachusetts	$39.4M	+$22.5M	5	0.09%	Increased
140	CCMH Cornerstone Capital Management Holdings New York	$39.2M	+$16.9M	4	0.36%	Increased
141	PGGM Investments Zeist, Netherlands	$38.7M	-$166K	2	0.21%	Reduced
142	H Hexavest Montreal, Quebec, Canada	$38.1M	+$74.4K	2	0.67%	Increased
143	OCAM Owl Creek Asset Management New York	$37.3M	-$15.9M	1	2.13%	Reduced
144	Bank of Montreal Toronto, Ontario, Canada	$35.3M	-$21.8M	9	0.05%	Reduced
145	GA Glenhill Advisors New York	$34.8M	+$841K	1	2.73%	Increased
146	AIG American International Group New York	$34.7M	-$427K	10	0.15%	Reduced
147	Boston Trust Walden Boston, Massachusetts	$33.9M	+$32.5M	2	0.57%	Increased
148	Johnson Investment Counsel Cincinnati, Ohio	$33.4M	-$278K	2	1.23%	Reduced
149	Locust Wood Capital Advisers New York	$33.3M	+$16.7M	1	4.5%	Increased
150	STRS Ohio Columbus, Ohio	$33.2M	-$10.4M	7	0.16%	Reduced