← 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	ACB Aristotle Capital Boston Boston, Massachusetts	$42.4M	-$2.37M	1	0.94%	Reduced
202	PVI Pura Vida Investments New York	$42.3M	+$2.9M	1	1.2%	Increased
203	Squarepoint New York	$41.7M	-$4.68M	10	0.24%	Reduced
204	Brandywine Global Investment Management Philadelphia, Pennsylvania	$41.3M	-$443K	2	0.31%	Reduced
205	STRS Ohio Columbus, Ohio	$40.9M	+$539K	9	0.15%	Increased
206	Panagora Asset Management Boston, Massachusetts	$40.4M	+$21.6M	11	0.23%	Increased
207	TCW Group Los Angeles, California	$40.3M	-$6.43M	1	0.39%	Reduced
208	PGGM Investments Zeist, Netherlands	$40.1M	+$5.64M	3	0.17%	Increased
209	Armistice Capital New York	$39.9M	+$17.5M	2	0.92%	Increased
210	Segall Bryant & Hamill Chicago, Illinois	$39.8M	+$1.99M	3	0.39%	Increased
211	NIMI Natixis Investment Managers International Paris, France	$39.7M	+$9.67M	1	2.71%	Increased
212	DZ Bank Frankfurt Am Main, Germany	$39.5M	+$15.1M	4	0.07%	Increased
213	Aberdeen Group Edinburgh, United Kingdom	$39.2M	+$1.9M	4	0.09%	Increased
214	Royce & Associates New York	$39.2M	-$493K	2	0.26%	Reduced
215	Artisan Partners Milwaukee, Wisconsin	$38.6M	-$10.8M	1	0.05%	Reduced
216	Snyder Capital Management San Francisco, California	$38.2M	+$4.11M	1	1.1%	Increased
217	Scout Investments Kansas City, Missouri	$37.9M	+$4.68M	2	0.57%	Increased
218	AIG American International Group New York	$37.6M	-$237K	13	0.13%	Reduced
219	Truist Financial Charlotte, North Carolina	$37.2M	-$3.25M	11	0.06%	Reduced
220	Asset Management One Tokyo, Japan	$37.1M	-$3.46M	4	0.15%	Reduced
221	Bridgeway Capital Management Houston, Texas	$37M	-$1.55M	3	0.69%	Reduced
222	SAM Soviero Asset Management New York	$36M	+$33.1M	1	2.87%	New
223	Stifel Financial St. Louis, Missouri	$35.9M	+$330K	10	0.06%	Increased
224	TCM Tekla Capital Management Boston, Massachusetts	$35.7M	$0	2	1.23%	Maintained
225	ECM Engle Capital Management Greenwich, Connecticut	$35.5M	-$16.2M	1	5.39%	Reduced