← 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	Massachusetts Financial Services Boston, Massachusetts	$54.9M	+$5.18M	3	0.02%	Increased
127	TD Asset Management Toronto, Ontario, Canada	$54.3M	-$6.84M	6	0.08%	Reduced
128	TCCM Two Creeks Capital Management New York	$53.6M	-$32.4M	1	3.26%	Reduced
129	O'Shaughnessy Asset Management Stamford, Connecticut	$52.8M	-$18.2M	7	1.23%	Reduced
130	HCM Hoplite Capital Management New York	$52.5M	+$20.4M	1	7.17%	Increased
131	SEI Investments Oaks, Pennsylvania	$52.4M	+$319K	8	0.17%	Increased
132	DekaBank Deutsche Girozentrale Frankfurt, Germany	$51.2M	+$22.5M	5	0.26%	Increased
133	Arrowstreet Capital Boston, Massachusetts	$50.5M	-$134M	3	0.11%	Reduced
134	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$49.2M	-$27.2M	7	0.1%	Reduced
135	Eaton Vance Management Boston, Massachusetts	$49.2M	+$12.8M	4	0.11%	Increased
136	CIP CAS Investment Partners Westport, Connecticut	$48.3M	$0	1	12.39%	Maintained
137	Jane Street New York	$46.9M	+$32.5M	8	0.08%	Increased
138	HSBC Holdings London, United Kingdom	$46.3M	+$3.34M	8	0.09%	Increased
139	BCM Bronte Capital Management Bondi Junction, Australia	$45.8M	+$6.09M	1	16.33%	Increased
140	ROIC Route One Investment Company San Francisco, California	$45.4M	-$49.6M	1	1.39%	Reduced
141	Aberdeen Group Edinburgh, United Kingdom	$44.7M	+$1.38M	5	0.1%	Increased
142	Envestnet Asset Management Chicago, Illinois	$44.7M	-$1.88M	9	0.06%	Reduced
143	Raymond James & Associates St Petersburg, Florida	$44.5M	+$2.15M	8	0.06%	Increased
144	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$43.6M	+$9.58M	5	0.09%	Increased
145	Thompson Siegel & Walmsley Richmond, Virginia	$43.5M	+$39.6M	1	0.63%	Increased
146	Stephens Investment Management Group Houston, Texas	$43.1M	+$486K	1	0.82%	Increased
147	AAM Ardevora Asset Management London, United Kingdom	$43M	-$2.03M	1	1.05%	Reduced
148	Squarepoint New York	$42.3M	-$14.1M	9	0.41%	Reduced
149	Canada Life Winnipeg, Manitoba, Canada	$42.1M	+$3.54M	10	0.1%	Increased
150	William Blair & Company Chicago, Illinois	$41.6M	+$3.71M	5	0.24%	Increased