← 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	Aviva London, United Kingdom	$21.8M	+$3.6M	4	0.19%	Increased
202	State of Tennessee, Department of Treasury Nashville, Tennessee	$21.7M	+$21.7M	5	0.13%	New
203	Bank of Nova Scotia Toronto, Ontario, Canada	$21.6M	+$15.7M	3	0.11%	Increased
204	Jefferies Group New York	$21.6M	+$4.72M	4	0.21%	Increased
205	Samlyn Capital New York	$21.6M	+$19.1M	1	0.6%	New
206	Robeco Schweiz Zurich, Switzerland	$21.6M	+$4.89M	4	1.81%	Increased
207	City National Bank Beverly Hills, Delaware	$21.1M	+$848K	1	0.37%	Increased
208	RCM Riverhead Capital Management Wilmington, Delaware	$21M	-$5.85M	2	0.68%	Reduced
209	F&C Asset Management Edinburgh, Scotland, United Kingdom	$20.7M	-$761K	4	0.27%	Reduced
210	Schroder Investment Management Group London, United Kingdom	$20.6M	-$32.7M	5	0.05%	Reduced
211	Thompson Siegel & Walmsley Richmond, Virginia	$20.6M	-$250K	3	0.45%	Reduced
212	I.G. Investment Management Winnipeg, Manitoba, Canada	$20.5M	+$885K	4	0.08%	Increased
213	Kennedy Capital Management St Louis, Missouri	$20.1M	-$5.64M	3	0.39%	Reduced
214	FGP Foyston, Gordon, & Payne Toronto, Ontario, Canada	$20M	+$12M	1	2.61%	Increased
215	Canada Life Winnipeg, Manitoba, Canada	$20M	+$15.4M	4	0.08%	Increased
216	DIA Denver Investment Advisors Denver, Colorado	$19.7M	-$1.07M	2	0.42%	Reduced
217	Two Sigma Investments New York	$19.1M	-$6.21M	3	0.12%	Reduced
218	Cambiar Investors Denver, Colorado	$19M	+$21.7M	1	0.31%	New
219	HA Halsey Associates New Haven, Connecticut	$18.9M	+$27.5K	1	4.59%	Increased
220	Palisade Capital Management Fort Lee, New Jersey	$18.4M	+$25.6K	2	0.5%	Increased
221	VanEck Associates New York	$18.4M	+$8.53M	1	0.09%	Increased
222	Commerzbank Aktiengesellschaft Frankfurt, Germany	$18.4M	-$24.2M	5	0.09%	Reduced
223	ING Group Amsterdam, Netherlands	$18.3M	+$4.48M	3	0.09%	Increased
224	Capital Fund Management (CFM) Paris, France	$18.3M	-$8.81M	5	0.25%	Reduced
225	Natixis Paris, France	$18.1M	+$13.7M	2	0.19%	Increased