← 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	Jennison Associates New York	$49.6M	-$5.93M	4	0.03%	Reduced
177	Panagora Asset Management Boston, Massachusetts	$49.6M	-$19.7M	9	0.26%	Reduced
178	Natixis Advisors Boston, Massachusetts	$49.2M	-$34.9M	4	0.2%	Reduced
179	Nisa Investment Advisors St. Louis, Missouri	$48.6M	-$6.65M	12	0.29%	Reduced
180	Andra AP-fonden Goteborg, Sweden	$48.5M	+$1.6M	4	1%	Increased
181	Brown Advisory Baltimore, Maryland	$48.4M	-$18.8M	4	0.07%	Reduced
182	Los Angeles Capital Management Los Angeles, California	$48.3M	-$6.21M	11	0.22%	Reduced
183	Point72 Asset Management Stamford, Connecticut	$48M	-$105M	6	0.21%	Reduced
184	GAMCO Investors Greenwich, Connecticut	$47.8M	-$3.32M	4	0.42%	Reduced
185	Cubist Systematic Strategies Stamford, Connecticut	$47.8M	+$19M	16	0.6%	Increased
186	PVI Pura Vida Investments New York	$47.6M	+$107K	1	1.45%	Increased
187	VOYA Investment Management Atlanta, Georgia	$47.4M	-$1.02M	14	0.09%	Reduced
188	TD Asset Management Toronto, Ontario, Canada	$47.2M	+$6.05M	8	0.05%	Increased
189	Maverick Capital Dallas, Texas	$47M	+$19.8M	6	0.47%	Increased
190	Raymond James & Associates St Petersburg, Florida	$46.9M	+$3.5M	12	0.04%	Increased
191	Snyder Capital Management San Francisco, California	$46.7M	-$469K	1	1.24%	Reduced
192	Crestwood Advisors Group Boston, Massachusetts	$46.1M	+$29.8K	1	1.31%	Increased
193	Sessa Capital New York	$45.9M	+$10.5K	1	2.26%	Increased
194	Storebrand Asset Management Lysaker, Norway	$45.6M	-$1.74M	4	0.22%	Reduced
195	Level Four Advisory Services Dallas, Texas	$45.4M	-$88.3K	2	4.73%	Reduced
196	Bank of Nova Scotia Toronto, Ontario, Canada	$45.3M	+$298K	4	0.08%	Increased
197	Epoch Investment Partners New York	$45.3M	-$2.39M	4	0.25%	Reduced
198	SHI SV Health Investors Boston, Massachusetts	$45.2M	-$23.5M	1	22.12%	Reduced
199	Asset Management One Tokyo, Japan	$44.7M	+$1.23M	5	0.17%	Increased
200	Chevy Chase Trust Bethesda, Maryland	$44.4M	-$2.03M	5	0.15%	Reduced