← 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	GC GMT Capital Atlanta, Georgia	$39.5M	+$7.07M	1	0.81%	Increased
152	Acadian Asset Management Boston, Massachusetts	$39.4M	-$27.1M	6	0.17%	Reduced
153	CIP CAS Investment Partners Westport, Connecticut	$38.3M	+$39.6M	1	21.07%	New
154	Columbia Wanger Asset Management Chicago, Illinois	$38M	+$2.49M	2	0.57%	Increased
155	Adage Capital Partners Boston, Massachusetts	$37.8M	-$45.5M	2	0.09%	Reduced
156	AIG American International Group New York	$37.6M	+$1.65M	10	0.12%	Increased
157	Capital Fund Management (CFM) Paris, France	$36.9M	-$13.9M	4	0.2%	Reduced
158	1WCM 12 West Capital Management New York	$36.5M	+$10.2M	1	4.41%	Increased
159	Westwood Holdings Group Dallas, Texas	$36M	+$902K	1	0.27%	Increased
160	VFA Virtus Fund Advisers Hartford, Connecticut	$35.8M	+$33.8M	1	0.35%	New
161	APG Asset Management Amsterdam, Netherlands	$35.7M	-$90.1M	5	0.07%	Reduced
162	Nicholas Company Milwaukee, Wisconsin	$35.1M	-$42.2M	2	0.76%	Reduced
163	Employees Retirement System of Texas Austin, Texas	$34.8M	+$3.26M	4	0.44%	Increased
164	OrbiMed New York	$34.5M	+$29.4M	1	0.44%	New
165	Arizona State Retirement System Phoenix, Arizona	$34.2M	+$3.12M	7	0.33%	Increased
166	SEI Investments Oaks, Pennsylvania	$33.6M	-$3.82M	11	0.12%	Reduced
167	Stifel Financial St. Louis, Missouri	$33.5M	-$702K	8	0.11%	Reduced
168	Chevy Chase Trust Bethesda, Maryland	$33.2M	-$553K	3	0.14%	Reduced
169	Channing Capital Management Chicago, Illinois	$32.5M	+$11M	1	1.1%	Increased
170	Los Angeles Capital Management Los Angeles, California	$32.3M	-$4.44M	4	0.18%	Reduced
171	AL AJO LP Philadelphia, Pennsylvania	$32M	-$30.5M	5	0.14%	Reduced
172	MAMU Marathon Asset Management (UK) London, United Kingdom	$32M	-$803K	1	0.49%	Reduced
173	CCMH Cornerstone Capital Management Holdings New York	$31.7M	+$13.4M	5	0.22%	Increased
174	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$31.5M	-$8.21M	3	0.16%	Reduced
175	Nuveen Charlotte, North Carolina	$31.2M	+$26.8M	4	0.2%	Increased