← 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	Jupiter Investment Management London, United Kingdom	$41M	-$16.9M	3	0.38%	Reduced
152	Aberdeen Group Edinburgh, United Kingdom	$40.3M	+$6.79M	5	0.09%	Increased
153	ACB Aristotle Capital Boston Boston, Massachusetts	$40.3M	+$24M	1	1.34%	Increased
154	State of Wisconsin Investment Board Madison, Wisconsin	$39.9M	-$23M	5	0.11%	Reduced
155	Raymond James & Associates St Petersburg, Florida	$39.7M	+$1.86M	8	0.06%	Increased
156	Gateway Investment Advisers Cincinnati, Ohio	$39.4M	-$1.65M	5	0.35%	Reduced
157	Chevy Chase Trust Bethesda, Maryland	$39.2M	+$369K	4	0.16%	Increased
158	Martingale Asset Management Boston, Massachusetts	$39.1M	-$12.2M	5	0.42%	Reduced
159	Nordea Investment Management Stockholm, Sweden	$38.7M	+$11.7M	6	0.08%	Increased
160	Eaton Vance Management Boston, Massachusetts	$38.6M	-$10.4M	4	0.09%	Reduced
161	AAM Ardevora Asset Management London, United Kingdom	$38.6M	+$4.24M	1	1.01%	Increased
162	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$38.2M	-$453K	4	0.25%	Reduced
163	CIBC World Markets New York	$38.1M	+$11.5M	5	0.31%	Increased
164	Royce & Associates New York	$37.4M	+$1.56M	4	0.32%	Increased
165	Canada Life Winnipeg, Manitoba, Canada	$37.3M	+$2.69M	10	0.1%	Increased
166	HBK Investments Dallas, Texas	$36.9M	-$38.8M	6	0.37%	Reduced
167	Nomura Holdings Tokyo, Japan	$36.8M	+$17.7M	5	0.16%	Increased
168	CCM Clearfield Capital Management New York	$36.5M	+$30.2M	1	13.17%	New
169	Marshall Wace North America New York	$36.5M	+$22.3M	10	0.26%	Increased
170	Driehaus Capital Management Chicago, Illinois	$36.4M	+$58.8K	3	1.37%	Increased
171	Stephens Investment Management Group Houston, Texas	$36.3M	-$841K	1	0.74%	Reduced
172	Panagora Asset Management Boston, Massachusetts	$35.9M	-$26.9M	8	0.16%	Reduced
173	Asset Management One Tokyo, Japan	$35M	-$47.8M	5	0.19%	Reduced
174	Bank of Nova Scotia Toronto, Ontario, Canada	$34.8M	+$16.4M	4	0.14%	Increased
175	HT HAP Trading New York	$34.7M	+$28M	3	3.1%	Increased