← 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	Retirement Systems of Alabama Montgomery, Alabama	$36.6M	-$8.78K	5	0.2%	Reduced
152	AQR Capital Management Greenwich, Connecticut	$36.4M	+$1.61M	8	0.08%	Increased
153	Raymond James & Associates St Petersburg, Florida	$36.3M	-$4.67M	4	0.18%	Reduced
154	Vontobel Asset Management New York	$36.2M	-$1.26M	1	0.3%	Reduced
155	GAM GVO Asset Management Zug, Switzerland	$35.1M	$0	1	3.57%	Maintained
156	PNC Financial Services Group Pittsburgh, Pennsylvania	$35M	-$4.05M	9	0.04%	Reduced
157	HP Hikari Power Tokyo, Japan	$34.8M	-$1.69M	1	4.86%	Reduced
158	Schroder Investment Management Group London, United Kingdom	$34.4M	+$4.89M	4	0.07%	Increased
159	Point72 Asset Management Stamford, Connecticut	$32.7M	+$31.1M	3	0.23%	Increased
160	AGF Investments Inc Toronto, Ontario, Canada	$32.5M	+$2.66M	3	0.35%	Increased
161	ACM American Capital Management New York	$32.4M	-$928K	1	3.52%	Reduced
162	Baird Milwaukee, Wisconsin	$31.9M	+$27.8M	3	0.34%	Increased
163	Pzena Investment Management New York	$31.4M	+$12.4M	1	0.17%	Increased
164	Madison Investment Holdings Madison, Wisconsin	$31.1M	-$2.12M	1	0.67%	Reduced
165	Mondrian Investment Partners London, United Kingdom	$31.1M	-$54.8M	1	0.5%	Reduced
166	Citigroup New York	$29.2M	-$5.35M	10	0.03%	Reduced
167	British Columbia Investment Management Victoria, British Columbia, Canada	$29M	+$10.8M	4	0.24%	Increased
168	MLICM Metropolitan Life Insurance Company (MetLife) New York	$28.8M	-$153K	8	0.2%	Reduced
169	RCM Riverhead Capital Management Wilmington, Delaware	$28.7M	+$554K	3	0.44%	Increased
170	CCM Camber Capital Management Boston, Massachusetts	$28.5M	+$3.94M	1	1.89%	Increased
171	Capstone Investment Advisors New York	$27.8M	+$22.9M	1	0.4%	Increased
172	Russell Frank Company Seattle, Washington	$27.4M	+$3.21M	8	0.05%	Increased
173	ROIC Route One Investment Company San Francisco, California	$27.2M	+$30.9M	1	4.8%	New
174	CC Curian Capital Denver, Colorado	$26.7M	-$1.09M	2	0.45%	Reduced
175	Nomura Holdings Tokyo, Japan	$26M	+$16.4M	4	0.07%	Increased