← 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	Capital International Investors Los Angeles, California	$21M	$0	1	0.03%	Maintained
202	CIP Champlain Investment Partners Burlington, Vermont	$20.6M	-$1.4M	1	0.35%	Reduced
203	Advisors Asset Management Monument, Colorado	$19.8M	+$50K	5	0.31%	Increased
204	DekaBank Deutsche Girozentrale Frankfurt, Germany	$19.8M	-$2.84M	4	0.23%	Reduced
205	Aviva London, United Kingdom	$19.6M	-$60.9K	3	0.15%	Reduced
206	TPSF Texas Permanent School Fund Austin, Texas	$19.4M	-$181K	6	0.24%	Reduced
207	FTCM Fir Tree Capital Management New York	$19.3M	+$19.4M	1	0.34%	New
208	I.G. Investment Management Winnipeg, Manitoba, Canada	$19.2M	+$340K	4	0.08%	Increased
209	HP Hikari Power Tokyo, Japan	$19.1M	$0	1	2.6%	Maintained
210	ACI AMP Capital Investors Sydney, Australia	$18.7M	+$2.09M	3	0.13%	Increased
211	RHJA Rice Hall James & Associates San Diego, California	$18.6M	+$794K	2	1.06%	Increased
212	Asset Management One Tokyo, Japan	$18.5M	+$1.72M	4	0.28%	Increased
213	British Columbia Investment Management Victoria, British Columbia, Canada	$18.5M	+$3.38M	3	0.18%	Increased
214	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$18.5M	+$1.15M	2	0.19%	Increased
215	SCM Symons Capital Management Pittsburgh, Pennsylvania	$18.4M	+$142K	1	4.52%	Increased
216	WBC Westpac Banking Corp Sydney, Australia	$18.3M	+$13M	3	0.2%	Increased
217	Suntrust Banks Atlanta, Georgia	$18.1M	+$970K	3	0.11%	Increased
218	OAM Oxford Asset Management Oxford, United Kingdom	$17.8M	+$14.7M	2	0.42%	Increased
219	Engineers Gate Manager New York	$17.6M	+$13.3M	5	1.19%	Increased
220	Andra AP-fonden Goteborg, Sweden	$17.2M	+$2.8M	3	0.49%	Increased
221	Brandywine Global Investment Management Philadelphia, Pennsylvania	$17.2M	-$674K	1	0.11%	Reduced
222	QS Investors New York	$17.1M	+$518K	7	0.17%	Increased
223	Moore Capital Management New York	$17M	+$16.5M	1	0.53%	New
224	State of Tennessee, Department of Treasury Nashville, Tennessee	$17M	-$1.36M	4	0.1%	Reduced
225	Arizona State Retirement System Phoenix, Arizona	$16.9M	+$1.5M	5	0.23%	Increased