← 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	ACM American Capital Management New York	$86.3M	+$198K	1	2.95%	Increased
127	Alecta Tjanstepension Omsesidigt Stockholm, Sweden	$85.1M	$0	1	0.53%	Maintained
128	Fred Alger Management New York	$82.6M	-$1.25M	1	0.45%	Reduced
129	AG Avala Global New York	$79.9M	-$44.6M	1	6.17%	Reduced
130	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$79.6M	+$6.13M	8	0.19%	Increased
131	State Board of Administration of Florida Retirement System Tallahassee, Florida	$78.2M	-$1.72K	17	0.16%	Reduced
132	Montrusco Bolton Investments Montreal, Quebec, Canada	$77.1M	+$35.1M	1	0.96%	Increased
133	New York State Teachers Retirement System (NYSTRS) Albany, New York	$76.4M	-$2.89M	11	0.17%	Reduced
134	Loomis, Sayles & Company Boston, Massachusetts	$74.3M	-$75.3M	5	0.11%	Reduced
135	ACM Argent Capital Management St Louis, Missouri	$74.2M	-$1.28M	1	2.42%	Reduced
136	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$74.1M	-$3.59M	15	0.04%	Reduced
137	EP Eversept Partners New York	$71.4M	+$25.6M	1	6.28%	Increased
138	New York State Common Retirement Fund Albany, New York	$70.2M	-$8.49M	18	0.1%	Reduced
139	Ariel Investments Chicago, Illinois	$69M	+$60.9M	1	0.69%	New
140	Two Sigma Investments New York	$68.3M	-$125M	11	0.16%	Reduced
141	SAM Scopus Asset Management New York	$66.6M	-$4.6M	2	1.68%	Reduced
142	Man Group London, United Kingdom	$66.2M	+$60.1M	10	0.18%	New
143	CIM Contrarius Investment Management St. Helier, Jersey	$65.1M	+$18M	1	3.51%	Increased
144	TIA Tandem Investment Advisors Charleston, South Carolina	$64.6M	-$2.17M	1	2.58%	Reduced
145	Citigroup New York	$63.9M	+$9.53M	21	0.05%	Increased
146	Brandywine Global Investment Management Philadelphia, Pennsylvania	$62.9M	+$4.47M	2	0.51%	Increased
147	DF Dent & Co Baltimore, Maryland	$62.7M	-$1.98M	1	0.83%	Reduced
148	River Road Asset Management Louisville, Kentucky	$62.7M	-$42.8M	1	0.87%	Reduced
149	SC SkyKnight Capital San Francisco, California	$62.6M	$0	1	88.9%	Maintained
150	Jupiter Asset Management London, United Kingdom	$62.1M	+$29.6M	3	0.62%	Increased