← 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	Russell Frank Company Seattle, Washington	$22.4M	-$7.86M	9	0.04%	Reduced
177	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$22.3M	-$13.3M	3	0.06%	Reduced
178	Meyer Handelman Company Rye Brook, New York	$22.1M	+$82.3K	2	1.03%	Increased
179	CIP Champlain Investment Partners Burlington, Vermont	$22.1M	+$7.28M	1	0.38%	Increased
180	Credit Agricole Montrouge Cedex, France	$21.3M	+$6.11M	5	0.09%	Increased
181	1WCM 12 West Capital Management New York	$20.8M	+$19.5M	1	2.43%	New
182	GA Glenhill Advisors New York	$20.4M	-$845K	1	1.51%	Reduced
183	Chevy Chase Trust Bethesda, Maryland	$20.2M	+$942K	2	0.13%	Increased
184	Aviva London, United Kingdom	$20M	+$3.18M	3	0.16%	Increased
185	DekaBank Deutsche Girozentrale Frankfurt, Germany	$19.5M	+$597K	4	0.26%	Increased
186	EC Engaged Capital Newport Beach, California	$19.3M	+$921K	1	14.27%	Increased
187	TPSF Texas Permanent School Fund Austin, Texas	$19.3M	-$2M	6	0.22%	Reduced
188	CC Chubb Corp Warren, New Jersey	$19.2M	+$8.49M	1	1.04%	Increased
189	EverPoint Asset Management Stamford, Connecticut	$19.2M	-$571K	2	0.44%	Reduced
190	ACI AMP Capital Investors Sydney, Australia	$19.1M	+$493K	5	0.12%	Increased
191	AL AJO LP Philadelphia, Pennsylvania	$19M	-$65.2M	1	0.08%	Reduced
192	ICOM Investment Counselors of Maryland Baltimore, Maryland	$19M	-$537K	1	0.94%	Reduced
193	Canada Life Winnipeg, Manitoba, Canada	$18.6M	-$668K	6	0.06%	Reduced
194	EA Euclid Advisors Hartford, Connecticut	$18.5M	+$1.62M	2	0.13%	Increased
195	PP Prospector Partners Guilford, Connecticut	$18.4M	-$1.56M	1	1.01%	Reduced
196	RHJA Rice Hall James & Associates San Diego, California	$18.1M	-$314K	2	1.26%	Reduced
197	Arizona State Retirement System Phoenix, Arizona	$18M	-$678K	6	0.22%	Reduced
198	Zacks Investment Management Chicago, Illinois	$17.9M	+$1.45M	2	0.62%	Increased
199	TD Asset Management Toronto, Ontario, Canada	$17.7M	-$6.73M	3	0.03%	Reduced
200	AR Advisory Research Chicago, Illinois	$17.4M	-$181K	1	0.17%	Reduced