← 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	HP Hikari Power Tokyo, Japan	$19.8M	-$2.04M	1	3.29%	Reduced
202	Aviva London, United Kingdom	$19.6M	-$2.5M	3	0.16%	Reduced
203	CIP Champlain Investment Partners Burlington, Vermont	$19.6M	-$9.66M	1	0.34%	Reduced
204	Axa Paris, France	$19.3M	+$436K	4	0.08%	Increased
205	TPSF Texas Permanent School Fund Austin, Texas	$18.9M	-$601K	6	0.24%	Reduced
206	Panagora Asset Management Boston, Massachusetts	$18.6M	-$42.2M	7	0.1%	Reduced
207	Brandywine Global Investment Management Philadelphia, Pennsylvania	$18.1M	+$750K	1	0.12%	Increased
208	I.G. Investment Management Winnipeg, Manitoba, Canada	$18.1M	+$2.82M	4	0.08%	Increased
209	Advisors Asset Management Monument, Colorado	$18M	+$862K	6	0.29%	Increased
210	Commerzbank Aktiengesellschaft Frankfurt, Germany	$18M	-$2.29M	5	0.14%	Reduced
211	Balyasny Asset Management Chicago, Illinois	$17.9M	-$21.9M	2	0.13%	Reduced
212	State of Tennessee, Department of Treasury Nashville, Tennessee	$17.6M	-$12.3M	3	0.11%	Reduced
213	SCM Symons Capital Management Pittsburgh, Pennsylvania	$17.5M	-$1.34M	1	4.72%	Reduced
214	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$17.2M	+$3.22M	2	0.22%	Increased
215	Suntrust Banks Atlanta, Georgia	$17.1M	+$9.02M	3	0.12%	Increased
216	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$17M	+$17.1M	1	1.53%	Increased
217	William Blair & Company Chicago, Illinois	$16.9M	-$3.46M	5	0.15%	Reduced
218	HBK Investments Dallas, Texas	$16.8M	+$12.9M	1	0.17%	Increased
219	SAM Shell Asset Management The Hague, Netherlands	$16.7M	+$6.12M	4	0.26%	Increased
220	Asset Management One Tokyo, Japan	$16.5M	+$33.7K	4	0.25%	Increased
221	SAM Sentinel Asset Management Montpelier, Vermont	$16.4M	+$6.55M	1	0.42%	Increased
222	NIM Nexus Investment Management Toronto, Ontario, Canada	$16.2M	-$31K	1	3.4%	Reduced
223	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$16M	-$2.54M	2	0.15%	Reduced
224	QS Investors New York	$15.8M	+$13.4M	3	0.17%	Increased
225	RHJA Rice Hall James & Associates San Diego, California	$15.8M	-$520K	2	1.02%	Reduced