← 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	Federated Hermes Pittsburgh, Pennsylvania	$94M	-$47.1M	13	0.18%	Reduced
127	Bellevue Group Kuesnacht, Switzerland	$93.9M	-$29.1M	2	0.92%	Reduced
128	RHJA Rice Hall James & Associates San Diego, California	$92.6M	-$23.1M	4	3.29%	Reduced
129	Sessa Capital New York	$90.9M	$0	1	3.41%	Maintained
130	Natixis Advisors Boston, Massachusetts	$90.3M	+$8.68M	4	0.42%	Increased
131	HSBC Holdings London, United Kingdom	$90.1M	+$926K	12	0.1%	Increased
132	MC Martin Currie Edinburgh, United Kingdom	$88.8M	-$584K	1	3.06%	Reduced
133	BGI BlueDrive Global Investors London, United Kingdom	$87.8M	-$35.9M	2	21.25%	Reduced
134	Armistice Capital New York	$86.3M	+$43.4M	3	1.54%	Increased
135	Viking Global Investors Stamford, Connecticut	$84.9M	+$88.3M	1	0.26%	New
136	NSCM New South Capital Management Memphis, Tennessee	$83.8M	-$1.15M	1	2.34%	Reduced
137	Glenmede Trust Philadelphia, Pennsylvania	$83.4M	-$12.8M	5	0.43%	Reduced
138	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$82.8M	+$937K	3	0.16%	Increased
139	Alyeska Investment Group Chicago, Illinois	$82.1M	+$38.7M	2	0.95%	Increased
140	Brown Advisory Baltimore, Maryland	$81.9M	+$3.24M	4	0.12%	Increased
141	Swedbank Stockholm, Sweden	$81.6M	+$989K	5	0.15%	Increased
142	Todd Asset Management Louisville, Kentucky	$80.3M	+$10.3M	2	1.81%	Increased
143	Canada Life Winnipeg, Manitoba, Canada	$79.8M	-$5.41M	13	0.18%	Reduced
144	SHI SV Health Investors Boston, Massachusetts	$79.8M	$0	1	34.77%	Maintained
145	William Blair & Company Chicago, Illinois	$79.1M	-$2.45M	5	0.27%	Reduced
146	Rockefeller Capital Management New York	$78.8M	+$6.45M	12	0.44%	Increased
147	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$78.3M	+$8.51M	12	0.72%	Increased
148	KBC Group Brussels, Belgium	$78M	+$21.7M	8	0.28%	Increased
149	Welch & Forbes Boston, Massachusetts	$76.9M	+$264K	1	1.3%	Increased
150	6CM 683 Capital Management New York	$76.9M	+$24.6M	1	2.66%	Increased