← 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	MAMU Marathon Asset Management (UK) London, United Kingdom	$30.6M	-$198K	1	0.5%	Reduced
177	HHC Hutchin Hill Capital New York	$30.5M	+$3.58M	3	1.15%	Increased
178	Meyer Handelman Company Rye Brook, New York	$29.8M	+$704K	3	1.36%	Increased
179	Chevy Chase Trust Bethesda, Maryland	$29.7M	+$9.93M	3	0.13%	Increased
180	Pictet Asset Management (UK) London, United Kingdom	$29.5M	+$4.59M	3	0.08%	Increased
181	MLICM Metropolitan Life Insurance Company (MetLife) New York	$29.4M	-$5.01M	10	0.18%	Reduced
182	BP Banbury Partners Charlotte, North Carolina	$29.3M	+$83.8K	1	7.17%	Increased
183	AC Ascend Capital Orinda, California	$29.1M	+$29.3M	1	1.1%	New
184	Aviva London, United Kingdom	$28.6M	-$243K	5	0.15%	Reduced
185	Advisors Asset Management Monument, Colorado	$28.5M	+$3.67M	4	0.48%	Increased
186	3CP 3G Capital Partners New York	$28.1M	$0	1	2.6%	Maintained
187	Gotham Asset Management New York	$28.1M	-$11.2M	3	0.41%	Reduced
188	Vaughan Nelson Investment Management Houston, Texas	$27.7M	-$22.2M	1	0.33%	Reduced
189	SAM Scopus Asset Management New York	$27.5M	+$26.3M	1	0.28%	New
190	Stephens Investment Management Group Houston, Texas	$27.5M	-$59.6K	1	0.63%	Reduced
191	Arizona State Retirement System Phoenix, Arizona	$27.4M	+$11.3M	7	0.33%	Increased
192	SAM Serengeti Asset Management New York	$27.1M	+$6.85M	1	4.65%	Increased
193	State of Wisconsin Investment Board Madison, Wisconsin	$26.5M	-$320K	5	0.08%	Reduced
194	Employees Retirement System of Texas Austin, Texas	$26.4M	-$2.14M	4	0.35%	Reduced
195	1WCM 12 West Capital Management New York	$26.1M	$0	1	3.64%	Maintained
196	PNC Financial Services Group Pittsburgh, Pennsylvania	$26M	-$517K	11	0.03%	Reduced
197	MGM Miura Global Management New York	$25.8M	-$2.24M	1	6.73%	Reduced
198	AHL Partners London, United Kingdom	$25.7M	-$13.1M	6	0.46%	Reduced
199	GC GMT Capital Atlanta, Georgia	$25.6M	+$9.13M	1	0.51%	Increased
200	LHC Lodge Hill Capital New York	$25.6M	-$11.4M	1	1.94%	Reduced