← 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	KCM Kingdon Capital Management New York	$39.5M	+$30.8M	1	1.81%	Increased
152	CCMH Cornerstone Capital Management Holdings New York	$38.7M	+$2.47M	5	0.29%	Increased
153	Franklin Resources San Mateo, California	$38.7M	-$174K	2	0.02%	Reduced
154	Scout Investments Kansas City, Missouri	$38.2M	-$18.1M	2	1.07%	Reduced
155	AIG American International Group New York	$37.6M	-$1.01M	9	0.15%	Reduced
156	Prudential plc London, England, United Kingdom	$37M	-$69.8M	4	0.14%	Reduced
157	Madison Investment Holdings Madison, Wisconsin	$36.9M	+$9.84M	1	0.73%	Increased
158	Becker Capital Management Portland, Oregon	$36.7M	+$26.3M	1	1.44%	Increased
159	Brandywine Global Investment Management Philadelphia, Pennsylvania	$35.2M	+$7.52M	2	0.23%	Increased
160	Thompson Siegel & Walmsley Richmond, Virginia	$34.7M	+$3.9M	2	0.54%	Increased
161	Hennessy Advisors Inc Novato, California	$34.6M	-$4.84M	1	0.98%	Reduced
162	PCM Palestra Capital Management New York	$34.2M	+$33.4M	1	3.25%	New
163	STRS Ohio Columbus, Ohio	$34.1M	-$1.31M	5	0.15%	Reduced
164	HBK Investments Dallas, Texas	$33.6M	+$5.53M	3	0.3%	Increased
165	CGM Capital Growth Management Boston, Massachusetts	$33.5M	+$34.1M	1	1.58%	New
166	RMCP Red Mountain Capital Partners Los Angeles, California	$33.1M	+$499K	1	10.02%	Increased
167	PAR Capital Management Boston, Massachusetts	$33M	-$5.94M	1	0.48%	Reduced
168	Pzena Investment Management New York	$32.7M	+$17.2M	1	0.2%	Increased
169	Aperio Group Sausalito, California	$32.6M	+$1.62M	8	0.24%	Increased
170	Meyer Handelman Company Rye Brook, New York	$31.3M	+$11.6K	2	1.41%	Increased
171	PNC Financial Services Group Pittsburgh, Pennsylvania	$31.2M	+$253K	8	0.04%	Increased
172	MLICM Metropolitan Life Insurance Company (MetLife) New York	$31M	-$669K	8	0.23%	Reduced
173	Numeric Investors Boston, Massachusetts	$30.7M	-$33.4M	5	0.29%	Reduced
174	Samlyn Capital New York	$30.6M	-$5.08M	1	0.73%	Reduced
175	Aviva London, United Kingdom	$30.2M	+$5.6M	4	0.19%	Increased