← 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	PNC Financial Services Group Pittsburgh, Pennsylvania	$35.5M	-$5.51M	9	0.05%	Reduced
152	Barclays London, United Kingdom	$35.3M	-$5.93M	10	0.04%	Reduced
153	HP Hikari Power Tokyo, Japan	$34.8M	+$5.1M	1	5.03%	Increased
154	Retirement Systems of Alabama Montgomery, Alabama	$34.6M	+$1.51M	5	0.19%	Increased
155	Madison Investment Holdings Madison, Wisconsin	$34.6M	-$866K	1	0.71%	Reduced
156	OppenheimerFunds New York	$34.5M	-$7.86M	1	0.04%	Reduced
157	FGP Foyston, Gordon, & Payne Toronto, Ontario, Canada	$33.5M	-$2.34M	1	4.26%	Reduced
158	Capital Fund Management (CFM) Paris, France	$33.3M	+$12.5M	2	0.35%	Increased
159	STRS Ohio Columbus, Ohio	$32.8M	+$5.13M	3	0.15%	Increased
160	Russell Frank Company Seattle, Washington	$31.1M	+$1.64M	7	0.05%	Increased
161	CC Curian Capital Denver, Colorado	$31M	+$11.3M	3	0.54%	Increased
162	AGF Investments Inc Toronto, Ontario, Canada	$30.9M	+$5.17M	2	0.3%	Increased
163	AIM Allen Investment Management New York	$30.6M	+$16.3M	2	3.21%	Increased
164	ACM American Capital Management New York	$30.3M	+$852K	1	3.41%	Increased
165	US Bancorp Minneapolis, Minnesota	$29.5M	-$3.4M	9	0.12%	Reduced
166	Gateway Investment Advisers Cincinnati, Ohio	$29.2M	-$3.32M	3	0.23%	Reduced
167	SG Americas Securities New York	$29.1M	-$8.52M	8	0.17%	Reduced
168	TCP TAMRO Capital Partners Alexandria, Virginia	$29M	-$3.66M	2	1.47%	Reduced
169	MAMU Marathon Asset Management (UK) London, United Kingdom	$27.9M	-$2.29M	1	0.69%	Reduced
170	Commerzbank Aktiengesellschaft Frankfurt, Germany	$27.5M	+$5.54M	5	0.14%	Increased
171	Two Sigma Investments New York	$27.2M	-$41.9M	6	0.12%	Reduced
172	CCM Coliseum Capital Management Rowayton, Connecticut	$27.2M	+$2.03M	1	9.13%	Increased
173	MWR McAdams Wright Ragen Seattle, Washington	$27M	+$2.63M	1	1.51%	Increased
174	MLICM Metropolitan Life Insurance Company (MetLife) New York	$26.6M	-$1.36M	8	0.18%	Reduced
175	Numeric Investors Boston, Massachusetts	$26.3M	-$14.4M	1	0.39%	Reduced