← 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	TCP TAMRO Capital Partners Alexandria, Virginia	$24.8M	-$1.57M	2	1.71%	Reduced
177	Meyer Handelman Company Rye Brook, New York	$24.7M	+$110K	2	1.12%	Increased
178	Gateway Investment Advisers Cincinnati, Ohio	$24.3M	-$836K	3	0.2%	Reduced
179	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$23.6M	+$7.19M	3	0.07%	Increased
180	GA Glenhill Advisors New York	$23.3M	+$1.77M	1	1.83%	Increased
181	Chevy Chase Trust Bethesda, Maryland	$23.1M	+$804K	2	0.14%	Increased
182	Welch & Forbes Boston, Massachusetts	$23.1M	-$732K	1	0.69%	Reduced
183	TPSF Texas Permanent School Fund Austin, Texas	$23M	-$65K	6	0.25%	Reduced
184	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$23M	+$6.64M	1	1.75%	Increased
185	Eaton Vance Management Boston, Massachusetts	$22.9M	+$9.58M	3	0.07%	Increased
186	Balyasny Asset Management Chicago, Illinois	$22.9M	+$1.48M	4	0.18%	Increased
187	Putnam Investments Boston, Massachusetts	$22.1M	-$8.32M	6	0.04%	Reduced
188	EverPoint Asset Management Stamford, Connecticut	$21.8M	-$21.2M	2	0.41%	Reduced
189	Citigroup New York	$21.7M	-$6.88M	10	0.02%	Reduced
190	RG Redmile Group San Francisco, California	$21.6M	+$20.4M	1	1.94%	New
191	MLICM Metropolitan Life Insurance Company (MetLife) New York	$21.4M	-$7.98M	5	0.16%	Reduced
192	CC Curian Capital Denver, Colorado	$20.3M	-$8.12M	2	0.34%	Reduced
193	AHL Partners London, United Kingdom	$20.1M	-$4M	4	0.8%	Reduced
194	ACI AMP Capital Investors Sydney, Australia	$20M	-$658K	4	0.12%	Reduced
195	Aperio Group Sausalito, California	$20M	+$155K	7	0.22%	Increased
196	HA Halsey Associates New Haven, Connecticut	$19.4M	-$2.13M	1	4.24%	Reduced
197	Locust Wood Capital Advisers New York	$19.3M	+$53K	1	2.43%	Increased
198	Nuveen Charlotte, North Carolina	$19M	-$407K	5	0.1%	Reduced
199	ICOM Investment Counselors of Maryland Baltimore, Maryland	$18.7M	$0	1	0.89%	Maintained
200	EC Engaged Capital Newport Beach, California	$18.5M	+$224K	1	13.84%	Increased