← 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	Martingale Asset Management Boston, Massachusetts	$39.2M	-$6.34M	5	0.59%	Reduced
202	Artemis Investment Management Edinburgh, United Kingdom	$39.1M	+$4.9M	1	0.31%	Increased
203	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$38.8M	+$944K	8	0.06%	Increased
204	Aviva London, United Kingdom	$38M	+$9.61M	6	0.19%	Increased
205	AIG American International Group New York	$37.7M	+$5M	17	0.21%	Increased
206	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$36.9M	+$37.8M	2	1.42%	New
207	Squarepoint New York	$36.8M	-$14.8M	10	0.16%	Reduced
208	TD Asset Management Toronto, Ontario, Canada	$36.5M	-$4.94M	7	0.03%	Reduced
209	LI Leeward Investments Boston, Massachusetts	$36.2M	+$35.3M	2	1.43%	New
210	TCW Group Los Angeles, California	$35.7M	-$89.2K	1	0.34%	Reduced
211	CIBC Private Wealth Group Atlanta, Georgia	$35.5M	+$2.48M	8	0.08%	Increased
212	BCA Bernzott Capital Advisors Camarillo, California	$35.4M	-$11.1M	1	3.25%	Reduced
213	CISOA Capital Investment Services of America Milwaukee, Wisconsin	$35M	$0	1	3.18%	Maintained
214	Norinchukin Bank Tokyo, Japan	$34.9M	-$1.04M	4	0.47%	Reduced
215	TBC Tweedy, Browne Co Stamford, Connecticut	$34.6M	+$32.6K	1	1.12%	Increased
216	SC Sasco Capital Fairfield, Connecticut	$34.5M	-$3.91M	1	4.29%	Reduced
217	BNP Paribas Financial Markets Paris, France	$34.3M	-$18.1M	12	0.05%	Reduced
218	1832 Asset Management Toronto, Ontario, Canada	$34.1M	+$13.7M	3	0.05%	Increased
219	Retirement Systems of Alabama Montgomery, Alabama	$34.1M	+$2.05M	5	0.12%	Increased
220	Railway Pension Investments London, United Kingdom	$34M	-$2.73M	2	0.26%	Reduced
221	Nomura Asset Management Tokyo, Japan	$34M	-$8.15M	7	0.19%	Reduced
222	Mairs & Power Inc St Paul, Minnesota	$34M	-$8.83M	1	0.34%	Reduced
223	Asset Management One Tokyo, Japan	$33.9M	-$3.03M	5	0.13%	Reduced
224	IP Isomer Partners New York	$33.8M	+$5.28M	1	13.98%	Increased
225	MetLife Investment Management Whippany, New Jersey	$33.8M	+$12.1M	15	0.22%	Increased