← 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
201	USAA United Services Automobile Association San Antonio, Texas	$23.6M	+$24.2M	3	0.11%	New
202	Axa Paris, France	$23.5M	+$23.7M	4	0.12%	New
203	TPSF Texas Permanent School Fund Austin, Texas	$23.4M	+$23.9M	6	0.24%	New
204	PineBridge Investments New York	$23.4M	+$23.3M	3	0.74%	New
205	City National Bank Beverly Hills, Delaware	$23.4M	+$23.3M	2	0.44%	New
206	Gotham Asset Management New York	$23.3M	+$22.6M	6	1%	New
207	ACM American Capital Management New York	$23M	+$24.2M	1	3.45%	New
208	RMCP Red Mountain Capital Partners Los Angeles, California	$22.6M	+$18.6M	1	8.37%	New
209	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$22.2M	+$22.3M	4	0.06%	New
210	Two Sigma Investments New York	$22.1M	+$21.5M	5	0.15%	New
211	F&C Asset Management Edinburgh, Scotland, United Kingdom	$20.7M	+$21M	4	0.28%	New
212	Pictet Asset Management (UK) London, United Kingdom	$20.6M	+$20.8M	4	0.12%	New
213	DIA Denver Investment Advisors Denver, Colorado	$20.2M	+$19.8M	2	0.46%	New
214	Thompson Siegel & Walmsley Richmond, Virginia	$20M	+$20.4M	2	0.43%	New
215	Aviva London, United Kingdom	$19.8M	+$19.7M	4	0.2%	New
216	CC Curian Capital Denver, Colorado	$19.6M	+$20.1M	3	0.36%	New
217	Meyer Handelman Company Rye Brook, New York	$19.5M	+$19.4M	2	1.07%	New
218	Edge Asset Management Seattle, Washington	$19.3M	+$19.2M	2	0.24%	New
219	LSV Asset Management Chicago, Illinois	$19.2M	+$19.1M	1	0.05%	New
220	Teacher Retirement System of Texas Austin, Texas	$19M	+$18.1M	8	0.17%	New
221	AT Alliance Trust Dundee, Scotland, United Kingdom	$18.9M	+$19.6M	1	1.15%	New
222	BNP Paribas Financial Markets Paris, France	$18.9M	+$18.6M	8	0.01%	New
223	ClearBridge Investments New York	$18.7M	+$18.3M	3	0.03%	New
224	SIM Sadoff Investment Management Milwaukee, Wisconsin	$18.6M	+$18.5M	1	3.39%	New
225	Acadian Asset Management Boston, Massachusetts	$18.3M	+$18.2M	3	0.13%	New