← 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	Capital Fund Management (CFM) Paris, France	$51.9M	+$3.64M	5	0.48%	Increased
127	Capital Guardian Trust Los Angeles, California	$51.5M	+$1.29M	1	0.39%	Increased
128	NN Investment Partners Holdings The Hague, Netherlands	$51.4M	-$6.43M	3	0.48%	Reduced
129	WCMNY Westchester Capital Management (New York) Valhalla, New York	$50.8M	+$30.3M	1	1.45%	Increased
130	SGAM Smith Group Asset Management Dallas, Texas	$48.1M	-$1.3M	3	1.41%	Reduced
131	River Road Asset Management Louisville, Kentucky	$47.9M	+$2.25M	2	0.99%	Increased
132	VOYA Investment Management Atlanta, Georgia	$47.4M	-$5.24M	7	0.09%	Reduced
133	Credit Agricole Montrouge Cedex, France	$47.1M	+$7.32M	6	0.15%	Increased
134	Congress Asset Management Boston, Massachusetts	$46.8M	+$3.53M	1	1.03%	Increased
135	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$46.8M	+$799K	11	0.07%	Increased
136	Comerica Bank Dallas, Texas	$46.4M	-$117K	7	0.4%	Reduced
137	GAM GVO Asset Management Zug, Switzerland	$46.2M	$0	1	6.25%	Maintained
138	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$45.1M	+$27.7M	4	0.44%	Increased
139	TFP Triple Frond Partners San Francisco, California	$44.6M	-$2.91M	1	6.35%	Reduced
140	OppenheimerFunds New York	$43.6M	-$41.6M	4	0.05%	Reduced
141	ACM American Capital Management New York	$43.4M	+$44.6M	1	3.33%	New
142	TP Thunderbird Partners London, United Kingdom	$42.8M	+$45.6M	1	4.88%	New
143	Raymond James & Associates St Petersburg, Florida	$42.7M	+$5.21M	6	0.12%	Increased
144	Boston Trust Walden Boston, Massachusetts	$40.9M	-$246K	3	0.67%	Reduced
145	Pictet Asset Management (UK) London, United Kingdom	$40.6M	-$2.99M	3	0.15%	Reduced
146	Retirement Systems of Alabama Montgomery, Alabama	$40.4M	+$5.61M	5	0.24%	Increased
147	PHS PFM Health Sciences San Francisco, California	$40.1M	-$8M	1	1.17%	Reduced
148	Citigroup New York	$39.8M	+$4.76M	10	0.04%	Increased
149	FQ First Quadrant Glendale, California	$39.8M	-$10.6M	6	0.84%	Reduced
150	Gateway Investment Advisers Cincinnati, Ohio	$39.7M	+$5.01M	4	0.35%	Increased