← 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	RIG Roosevelt Investment Group New York	$30.1M	-$2.13M	1	2.38%	Reduced
177	PGGM Investments Zeist, Netherlands	$30.1M	+$1.37M	2	0.15%	Increased
178	BNP Paribas Asset Management Paris, France	$29.8M	+$2.5M	5	0.25%	Increased
179	State of New Jersey Common Pension Fund D Trenton, New Jersey	$29.4M	$0	4	0.13%	Maintained
180	MAMU Marathon Asset Management (UK) London, United Kingdom	$29.4M	-$2.17M	1	0.63%	Reduced
181	Eaton Vance Management Boston, Massachusetts	$28.9M	-$529K	2	0.08%	Reduced
182	DekaBank Deutsche Girozentrale Frankfurt, Germany	$28.7M	+$4.75M	5	0.32%	Increased
183	Capstone Investment Advisors New York	$28.6M	-$14.6M	4	0.63%	Reduced
184	EC Engaged Capital Newport Beach, California	$27.9M	$0	1	10.15%	Maintained
185	KI Kalmar Investments Greenville, Delaware	$27.8M	-$2.05M	1	1.27%	Reduced
186	State of Wisconsin Investment Board Madison, Wisconsin	$27.5M	-$2.76M	4	0.11%	Reduced
187	Korea Investment Corp Seoul, South Korea	$27.4M	-$5.08M	2	0.15%	Reduced
188	Fidelity International Hamilton, Bermuda	$27M	+$28.7M	1	0.08%	New
189	HCM Holland Capital Management Chicago, Illinois	$26.7M	-$2.52M	1	1.09%	Reduced
190	GA Glenhill Advisors New York	$26.6M	-$513K	1	1.6%	Reduced
191	Martingale Asset Management Boston, Massachusetts	$26.6M	-$2.71M	5	0.4%	Reduced
192	Chevy Chase Trust Bethesda, Maryland	$25.6M	-$1.24M	2	0.14%	Reduced
193	Squarepoint New York	$25.5M	+$22M	3	1.69%	Increased
194	Stifel Financial St. Louis, Missouri	$25.3M	+$1.1M	7	0.11%	Increased
195	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$25M	+$5.56M	1	2.16%	Increased
196	AMF Tjänstepension Stockholm, Sweden	$24.9M	$0	1	0.31%	Maintained
197	T TOBAM Paris, France	$24.6M	-$32.8M	1	0.89%	Reduced
198	LSV Asset Management Chicago, Illinois	$24.2M	-$33.3M	3	0.05%	Reduced
199	QS Investors New York	$23.9M	-$926K	8	0.19%	Reduced
200	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$23.8M	+$2M	2	0.19%	Increased