← 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	RIG Roosevelt Investment Group New York	$30.3M	+$24.1M	2	2.83%	Increased
202	CCI Columbus Circle Investors	$29.8M	+$23.2M	1	0.62%	New
203	Meyer Handelman Company Rye Brook, New York	$29.7M	+$34.9K	3	1.52%	Increased
204	PNC Financial Services Group Pittsburgh, Pennsylvania	$29.3M	-$1.39M	11	0.03%	Reduced
205	Foresters Investment Management New York	$29.3M	-$1.1M	2	0.5%	Reduced
206	Winton Group London, United Kingdom	$29.3M	-$1.87M	7	0.75%	Reduced
207	GHCM Glen Harbor Capital Management San Diego, California	$29.2M	+$1.99M	6	0.63%	Increased
208	Summit Partners Public Asset Management Boston, Massachusetts	$29M	+$22.6M	2	3.22%	New
209	HighTower Advisors Chicago, Illinois	$29M	+$6.6M	9	0.23%	Increased
210	Aberdeen Group Edinburgh, United Kingdom	$28.8M	+$8.96M	4	0.06%	Increased
211	FQ First Quadrant Glendale, California	$28.5M	+$23.5M	5	0.53%	Increased
212	Employees Retirement System of Texas Austin, Texas	$28.4M	-$1.63M	4	0.38%	Reduced
213	RSCM Rock Springs Capital Management Baltimore, Maryland	$28.4M	+$66.8K	1	1.09%	Increased
214	Welch & Forbes Boston, Massachusetts	$27.8M	+$31.6K	1	0.72%	Increased
215	Aviva London, United Kingdom	$27.6M	-$401K	5	0.16%	Reduced
216	ICP Indus Capital Partners New York	$27.4M	-$16.2M	2	2.76%	Reduced
217	Axa Paris, France	$27.2M	+$20.5M	3	0.1%	Increased
218	OAM Oxford Asset Management Oxford, United Kingdom	$27.1M	+$2.54M	4	0.52%	Increased
219	MCIM Meadow Creek Investment Management Atlanta, Georgia	$27M	+$760K	6	0.57%	Increased
220	ClearBridge Investments New York	$26.9M	-$62.8M	4	0.02%	Reduced
221	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$26.7M	-$425K	5	0.14%	Reduced
222	Boston Trust Walden Boston, Massachusetts	$26.4M	+$346K	2	0.39%	Increased
223	State of New Jersey Common Pension Fund D Trenton, New Jersey	$26.1M	+$10.6M	4	0.1%	Increased
224	Brandywine Global Investment Management Philadelphia, Pennsylvania	$26M	-$412K	3	0.17%	Reduced
225	Glenmede Trust Philadelphia, Pennsylvania	$25.9M	+$20.3M	7	0.11%	Increased