← 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
151	BlackRock Japan Tokyo, Japan	$42.6M	+$43M	6	0.2%	New
152	Macquarie Group Sydney, NSW 2000, Australia	$42.2M	+$42.3M	6	0.09%	New
153	Burgundy Asset Management Toronto, Ontario, Canada	$42.1M	+$40M	1	0.72%	New
154	Regions Financial Corp Birmingham, Alabama	$42.1M	+$41.7M	5	0.57%	New
155	US Bancorp Minneapolis, Minnesota	$41.8M	+$41.4M	8	0.19%	New
156	Gateway Investment Advisers Cincinnati, Ohio	$40.2M	+$39.8M	3	0.35%	New
157	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$40.1M	+$40.7M	8	0.08%	New
158	Fort Washington Investment Advisors Cincinnati, Ohio	$38.5M	+$37.8M	1	0.89%	New
159	USS Investment Management London, United Kingdom	$38.4M	+$40.4M	1	0.82%	New
160	BM Bridger Management New York	$37.7M	+$35.6M	1	2.77%	New
161	MCMC Matrix Capital Management Company Portsmouth, New Hampshire	$36.8M	+$38.1M	1	3.87%	New
162	TI Turner Investments Berwyn, Pennsylvania	$36.7M	+$37.2M	3	0.49%	New
163	Mackenzie Financial Toronto Ontario, Ontario, Canada	$35.6M	+$36.8M	1	0.17%	New
164	TD Asset Management Toronto, Ontario, Canada	$35.5M	+$36.2M	4	0.08%	New
165	TCP TAMRO Capital Partners Alexandria, Virginia	$34.3M	+$33.8M	2	1.53%	New
166	GA Geneva Advisors Chicago, Illinois	$33.3M	+$33.2M	2	0.77%	New
167	Rothschild & Co Asset Management US Stamford, Connecticut	$33.2M	+$33M	1	0.77%	New
168	AIG American International Group New York	$32.9M	+$33.6M	10	0.2%	New
169	Foresters Investment Management New York	$32.4M	+$30.9M	3	0.97%	New
170	MSA Mason Street Advisors Milwaukee, Wisconsin	$32.3M	+$33M	7	0.36%	New
171	Boston Trust Walden Boston, Massachusetts	$32.3M	+$31.1M	2	0.52%	New
172	Frontier Capital Management Boston, Massachusetts	$31.9M	+$33M	1	0.27%	New
173	OppenheimerFunds New York	$31.5M	+$31.7M	2	0.05%	New
174	Thrivent Financial for Lutherans Minneapolis, Minnesota	$30.8M	+$32.3M	3	0.2%	New
175	BHG Blue Harbour Group Greenwich, Connecticut	$30.6M	+$29M	1	2.33%	New