← 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	Chevy Chase Trust Bethesda, Maryland	$42.1M	-$1.14M	4	0.17%	Reduced
152	Nicholas Company Milwaukee, Wisconsin	$41.6M	-$4.75M	3	0.94%	Reduced
153	Bridgewater Associates Westport, Connecticut	$41.5M	+$35.7M	1	0.36%	Increased
154	Welch & Forbes Boston, Massachusetts	$40.8M	-$115K	1	0.97%	Reduced
155	SC Sasco Capital Fairfield, Connecticut	$40.2M	-$6.64M	1	4.38%	Reduced
156	Driehaus Capital Management Chicago, Illinois	$40M	+$4.39M	2	1.3%	Increased
157	Los Angeles Capital Management Los Angeles, California	$39.9M	-$87.4M	7	0.22%	Reduced
158	HT HAP Trading New York	$38.9M	+$6.8M	2	3.17%	Increased
159	Two Sigma Advisers New York	$38.9M	-$55.3M	6	0.1%	Reduced
160	Royce & Associates New York	$38.6M	-$3.1M	4	0.36%	Reduced
161	Wasatch Advisors Salt Lake City, Utah	$37.8M	-$4.07M	1	0.36%	Reduced
162	CCI Columbus Circle Investors	$37.3M	-$1.57M	1	1.37%	Reduced
163	Rathbones Group Liverpool, United Kingdom	$36.8M	$0	1	1.05%	Maintained
164	RHJA Rice Hall James & Associates San Diego, California	$35.9M	+$21M	2	1.28%	Increased
165	Wedge Capital Management Charlotte, North Carolina	$35.4M	+$33.8M	1	0.41%	Increased
166	ACB Aristotle Capital Boston Boston, Massachusetts	$35.2M	+$5.14M	1	1.03%	Increased
167	SG Americas Securities New York	$35.1M	+$20.4M	12	0.29%	Increased
168	Robeco Institutional Asset Management Rotterdam, Netherlands	$34.6M	+$1.35M	8	0.12%	Increased
169	TD Asset Management Toronto, Ontario, Canada	$34.4M	-$24.5M	6	0.05%	Reduced
170	ProShare Advisors Bethesda, Maryland	$33.9M	+$1.33M	7	0.19%	Increased
171	Thompson Siegel & Walmsley Richmond, Virginia	$33.8M	-$10.5M	1	0.54%	Reduced
172	PP PDT Partners New York	$32.8M	+$3.56M	3	1.95%	Increased
173	Parallax Volatility Advisers San Francisco, California	$32.5M	+$1.39M	3	0.04%	Increased
174	Maverick Capital Dallas, Texas	$32.5M	+$27.2M	5	0.48%	Increased
175	Jacobs Levy Equity Management Florham Park, New Jersey	$32.5M	+$2.56M	5	0.4%	Increased