← 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
176	RMCP Red Mountain Capital Partners Los Angeles, California	$27.1M	+$4.08M	1	8.61%	Increased
177	CII CR Intrinsic Investors Stamford, Connecticut	$27.1M	+$21.7M	2	0.84%	Increased
178	GA Glenhill Advisors New York	$27.1M	+$502K	1	2.67%	Increased
179	MLICM Metropolitan Life Insurance Company (MetLife) New York	$27M	+$338K	9	0.21%	Increased
180	Federated Hermes Pittsburgh, Pennsylvania	$26.6M	-$38.3M	8	0.1%	Reduced
181	Foresters Investment Management New York	$26.5M	-$17.2M	3	0.65%	Reduced
182	Retirement Systems of Alabama Montgomery, Alabama	$26.2M	+$485K	5	0.17%	Increased
183	ClearBridge Investments New York	$26M	+$6.95M	3	0.04%	Increased
184	Bank of Montreal Toronto, Ontario, Canada	$25.8M	-$14.6M	9	0.04%	Reduced
185	USAA United Services Automobile Association San Antonio, Texas	$25.5M	+$3.6M	4	0.11%	Increased
186	Hudson Bay Capital Management Stamford, Connecticut	$25.4M	+$22M	1	0.94%	Increased
187	Nomura Holdings Tokyo, Japan	$25M	+$5.16M	6	0.15%	Increased
188	Raymond James & Associates St Petersburg, Florida	$25M	+$63K	6	0.22%	Increased
189	BNP Paribas Financial Markets Paris, France	$24.3M	+$5.52M	7	0.02%	Increased
190	PP Prospector Partners Guilford, Connecticut	$23.6M	-$1.79M	1	1.07%	Reduced
191	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$23.4M	-$641K	1	1.63%	Reduced
192	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$23.3M	-$5.5M	4	0.1%	Reduced
193	Mondrian Investment Partners London, United Kingdom	$23.1M	-$627K	1	0.34%	Reduced
194	GLG Inc New York	$22.8M	+$9.04M	3	0.45%	Increased
195	ACI AMP Capital Investors Sydney, Australia	$22.7M	-$4.93M	5	0.17%	Reduced
196	TPSF Texas Permanent School Fund Austin, Texas	$22.7M	-$742K	6	0.23%	Reduced
197	EBIM Eagle Boston Investment Management Boston, Massachusetts	$22.5M	-$459K	1	1.36%	Reduced
198	Artisan Partners Milwaukee, Wisconsin	$22.3M	-$106M	1	0.04%	Reduced
199	PHS Pekin Hardy Strauss Chicago, Illinois	$22.1M	-$16.3M	1	3.5%	Reduced
200	Axa Paris, France	$21.9M	+$825K	4	0.11%	Increased