← 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	PP PDT Partners New York	$34.9M	+$34.5M	6	0.84%	New
152	US Bancorp Minneapolis, Minnesota	$33.9M	-$596K	9	0.14%	Reduced
153	Susquehanna International Group Bala Cynwyd, Pennsylvania	$33.9M	-$32.3M	7	0.02%	Reduced
154	Madison Investment Holdings Madison, Wisconsin	$33.8M	+$32.6M	1	0.64%	New
155	Gateway Investment Advisers Cincinnati, Ohio	$33.2M	-$4.51M	3	0.27%	Reduced
156	TCP TAMRO Capital Partners Alexandria, Virginia	$33.1M	-$20.9M	2	1.44%	Reduced
157	AIG American International Group New York	$32.4M	-$89.8K	10	0.15%	Reduced
158	Victory Capital Management San Antonio, Texas	$32.3M	+$1.24M	1	0.22%	Increased
159	Retirement Systems of Alabama Montgomery, Alabama	$31.5M	+$5.24M	5	0.18%	Increased
160	ClearBridge Investments New York	$31.4M	+$1.76M	3	0.04%	Increased
161	MAMU Marathon Asset Management (UK) London, United Kingdom	$31.4M	-$12.7M	1	0.8%	Reduced
162	JCM JGE Capital Management San Francisco, California	$31.1M	-$1.32M	1	59.2%	Reduced
163	Nuveen Charlotte, North Carolina	$30.8M	+$181K	6	0.18%	Increased
164	OCAM Owl Creek Asset Management New York	$30.3M	+$34.9M	1	0.87%	New
165	STRS Ohio Columbus, Ohio	$29.1M	-$537K	4	0.13%	Reduced
166	Russell Frank Company Seattle, Washington	$28.9M	-$31.1M	9	0.05%	Reduced
167	Bank of Montreal Toronto, Ontario, Canada	$28.2M	-$1.23M	8	0.04%	Reduced
168	HP Hikari Power Tokyo, Japan	$28M	+$27.1M	1	3.41%	New
169	MLICM Metropolitan Life Insurance Company (MetLife) New York	$27.3M	-$119K	9	0.19%	Reduced
170	Thompson Siegel & Walmsley Richmond, Virginia	$27.3M	-$3.79M	2	0.61%	Reduced
171	Federated Hermes Pittsburgh, Pennsylvania	$27.2M	+$3.94M	8	0.09%	Increased
172	ACM American Capital Management New York	$26M	+$783K	1	3.07%	Increased
173	Schroder Investment Management Group London, United Kingdom	$25.7M	+$4.04M	4	0.03%	Increased
174	City National Bank Beverly Hills, Delaware	$25.6M	+$810K	1	0.36%	Increased
175	MWR McAdams Wright Ragen Seattle, Washington	$25.6M	+$10.6M	1	1.58%	Increased