← 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	SAM Scopus Asset Management New York	$57.6M	-$5.84M	2	1.64%	Reduced
152	TIA Tandem Investment Advisors Charleston, South Carolina	$57.6M	+$34.3M	1	2.43%	Increased
153	Quadrature Capital London, United Kingdom	$57M	+$52.1M	4	1.17%	Increased
154	Woodline Partners San Francisco, California	$57M	+$30.9M	4	0.67%	Increased
155	BNP Paribas Asset Management Paris, France	$56.6M	+$23.1M	4	0.17%	Increased
156	ACM Argent Capital Management St Louis, Missouri	$56.3M	-$2.42M	1	2%	Reduced
157	Brandywine Global Investment Management Philadelphia, Pennsylvania	$55.6M	-$3.21M	2	0.49%	Reduced
158	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$55.5M	+$54.7M	9	0.29%	Increased
159	Alyeska Investment Group Chicago, Illinois	$55.2M	+$16M	2	0.38%	Increased
160	DekaBank Deutsche Girozentrale Frankfurt, Germany	$54.8M	+$15.6M	9	0.13%	Increased
161	Jennison Associates New York	$54.8M	-$6.57M	5	0.05%	Reduced
162	BDT Capital Partners Chicago, Illinois	$53.9M	-$45.3M	1	19.44%	Reduced
163	DF Dent & Co Baltimore, Maryland	$53.9M	+$12.8M	1	0.79%	Increased
164	Cullen Capital Management New York	$53.4M	+$4.86M	1	0.62%	Increased
165	FTCM First Trust Capital Management Chicago, Illinois	$53M	+$42.6M	1	2.93%	New
166	Mitsubishi UFJ Asset Management Tokyo, Japan	$52.5M	+$6.68M	8	0.11%	Increased
167	CIBC Private Wealth Group Atlanta, Georgia	$51.9M	-$419K	7	0.12%	Reduced
168	UMB Bank Kansas City, Missouri	$51.8M	-$180K	9	0.83%	Reduced
169	Gabelli Funds Rye, New York	$51.8M	+$11.8M	7	0.42%	Increased
170	William Blair & Company Chicago, Illinois	$51.1M	-$3.92M	6	0.2%	Reduced
171	Storebrand Asset Management Lysaker, Norway	$48.7M	-$4.65M	5	0.23%	Reduced
172	MC Martin Currie Edinburgh, United Kingdom	$48.6M	-$1.2M	1	1.74%	Reduced
173	Citigroup New York	$47.8M	-$13.3M	20	0.04%	Reduced
174	Welch & Forbes Boston, Massachusetts	$46.9M	+$1.66M	1	0.78%	Increased
175	LPL Financial San Diego, California	$46.2M	+$8.45M	12	0.03%	Increased