← 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	Canada Life Winnipeg, Manitoba, Canada	$25.9M	+$6.05M	6	0.09%	Increased
177	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$25.8M	+$20.9M	5	0.08%	Increased
178	DekaBank Deutsche Girozentrale Frankfurt, Germany	$25.7M	+$4.51M	4	0.32%	Increased
179	ARC Absolute Return Capital Boston, Massachusetts	$25.5M	-$2.98M	3	0.53%	Reduced
180	Gateway Investment Advisers Cincinnati, Ohio	$24.9M	-$8.7M	3	0.21%	Reduced
181	BNP Paribas Financial Markets Paris, France	$24.8M	-$1.42M	6	0.09%	Reduced
182	Meyer Handelman Company Rye Brook, New York	$24.3M	+$7.03K	2	1.09%	Increased
183	GA Glenhill Advisors New York	$23.8M	+$247K	1	1.87%	Increased
184	CIP Champlain Investment Partners Burlington, Vermont	$23.6M	-$145K	1	0.38%	Reduced
185	TCP TAMRO Capital Partners Alexandria, Virginia	$23.4M	-$2.31M	2	1.57%	Reduced
186	TD Asset Management Toronto, Ontario, Canada	$23.1M	+$4.21M	4	0.04%	Increased
187	Balyasny Asset Management Chicago, Illinois	$22.3M	+$21.4M	1	0.2%	New
188	Chevy Chase Trust Bethesda, Maryland	$21.5M	-$67K	2	0.13%	Reduced
189	AHL Partners London, United Kingdom	$21.3M	+$7.02M	5	1.1%	Increased
190	Aviva London, United Kingdom	$21.2M	+$105K	3	0.16%	Increased
191	ACI AMP Capital Investors Sydney, Australia	$21.2M	+$1.39M	5	0.13%	Increased
192	FCM Force Capital Management New York	$21.1M	-$2.18M	1	2.19%	Reduced
193	TPSF Texas Permanent School Fund Austin, Texas	$20.7M	-$313K	6	0.23%	Reduced
194	EC Engaged Capital Newport Beach, California	$20.5M	+$735K	1	16.75%	Increased
195	Credit Agricole Montrouge Cedex, France	$20.2M	-$1.68M	5	0.09%	Reduced
196	RHJA Rice Hall James & Associates San Diego, California	$20.2M	+$873K	2	1.23%	Increased
197	Winton Group London, United Kingdom	$20.1M	-$8.2M	2	0.25%	Reduced
198	QI Qualcomm Inc San Diego, California	$19.5M	+$5.91M	2	1.67%	Increased
199	ICOM Investment Counselors of Maryland Baltimore, Maryland	$19.4M	-$840K	1	0.94%	Reduced
200	Kennedy Capital Management St Louis, Missouri	$18.8M	+$2.38M	3	0.35%	Increased