← 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	Brandywine Global Investment Management Philadelphia, Pennsylvania	$25.8M	+$6.48M	4	0.16%	Increased
202	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$25.5M	-$1.52M	5	0.13%	Reduced
203	William Blair & Company Chicago, Illinois	$25.5M	-$509K	4	0.18%	Reduced
204	Boston Trust Walden Boston, Massachusetts	$24.8M	-$741K	2	0.38%	Reduced
205	DZ Bank Frankfurt Am Main, Germany	$24.5M	-$27.7M	4	0.1%	Reduced
206	Gotham Asset Management New York	$24.2M	-$4.83M	4	0.34%	Reduced
207	TCGI Three Corner Global Investors New York	$24.1M	+$1.1M	1	7.8%	Increased
208	Snyder Capital Management San Francisco, California	$24M	-$23.9K	1	1.19%	Reduced
209	KCM Kingdon Capital Management New York	$23.9M	-$2.64M	2	1.89%	Reduced
210	MC Maplelane Capital New York	$23.5M	+$22.9M	1	0.6%	New
211	Winton Group London, United Kingdom	$23.4M	-$7.9K	7	0.66%	Reduced
212	MGM Miura Global Management New York	$23.3M	-$8.49M	1	4.64%	Reduced
213	RCM Riverhead Capital Management Wilmington, Delaware	$23.2M	+$442K	7	0.97%	Increased
214	DnB Asset Management Oslo, Norway	$23.1M	-$669K	4	0.28%	Reduced
215	Nisa Investment Advisors St. Louis, Missouri	$22.9M	-$361K	9	0.24%	Reduced
216	Pzena Investment Management New York	$22.9M	-$2.27M	1	0.12%	Reduced
217	TAM Tyers Asset Management Austin, Texas	$22.8M	+$447K	5	0.8%	Increased
218	Pictet Asset Management (UK) London, United Kingdom	$22.8M	-$30.5M	3	0.06%	Reduced
219	Putnam Investments Boston, Massachusetts	$22.8M	-$2.69M	2	0.05%	Reduced
220	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$22.7M	+$4.14M	5	0.05%	Increased
221	Citigroup New York	$22.5M	-$2.34M	12	0.02%	Reduced
222	Natixis Paris, France	$22.3M	+$3.37M	4	0.14%	Increased
223	Teacher Retirement System of Texas Austin, Texas	$22M	+$4.4M	8	0.15%	Increased
224	HP Hikari Power Tokyo, Japan	$22M	$0	1	2.59%	Maintained
225	Trexquant Investment Stamford, Connecticut	$22M	+$19.3M	9	1.53%	Increased