← 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	PP Paloma Partners Greenwich, Connecticut	$32.3M	+$21.2M	6	0.99%	Increased
177	Squarepoint New York	$31.5M	+$14.8M	6	0.37%	Increased
178	Canada Life Winnipeg, Manitoba, Canada	$31.4M	+$128K	10	0.09%	Increased
179	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$31.2M	-$427K	3	2.43%	Reduced
180	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$30.7M	+$11.4M	5	0.05%	Increased
181	PGGM Investments Zeist, Netherlands	$30.5M	-$1.53M	1	0.18%	Reduced
182	Rathbones Group Liverpool, United Kingdom	$30.5M	$0	1	1.17%	Maintained
183	Wedge Capital Management Charlotte, North Carolina	$30.2M	+$4.72M	1	0.37%	Increased
184	Artemis Investment Management Edinburgh, United Kingdom	$29.8M	-$5.05M	2	0.39%	Reduced
185	UBS O'Connor Chicago, Illinois	$29.5M	-$2.76M	1	1.06%	Reduced
186	Driehaus Capital Management Chicago, Illinois	$29.3M	-$5.5M	3	1.25%	Reduced
187	RHJA Rice Hall James & Associates San Diego, California	$28.9M	+$29.8M	3	1.06%	Increased
188	GL Governors Lane New York	$28.8M	+$29.5M	2	2.7%	Increased
189	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$28.6M	+$2.39M	3	0.12%	Increased
190	C Consulta London, United Kingdom	$28.3M	-$28.8M	1	2.79%	Reduced
191	Assenagon Asset Management Senningerberg, Luxembourg	$28M	+$17.3M	5	0.32%	Increased
192	Axa Paris, France	$28M	-$5.86M	4	0.12%	Reduced
193	Massachusetts Financial Services Boston, Massachusetts	$27.8M	-$1.44M	3	0.01%	Reduced
194	Carillon Tower Advisers St. Petersburg, Florida	$27.5M	+$7.38M	1	0.23%	Increased
195	Boston Trust Walden Boston, Massachusetts	$26.5M	-$2.2M	2	0.42%	Reduced
196	WorldQuant Millennium Advisors New York	$26.4M	+$14.4M	3	0.78%	Increased
197	Comerica Bank Dallas, Texas	$26.3M	-$5.71M	10	0.22%	Reduced
198	USAA United Services Automobile Association San Antonio, Texas	$26.2M	-$2.51M	8	0.08%	Reduced
199	PFC Poplar Forest Capital Pasadena, California	$26.1M	+$13.2M	1	1.93%	Increased
200	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$26M	+$4.39M	5	0.15%	Increased