← 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	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$35.4M	-$2.69M	3	0.1%	Reduced
202	SC Sasco Capital Fairfield, Connecticut	$35.2M	$0	1	4.82%	Maintained
203	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$34.6M	-$1.53M	6	0.06%	Reduced
204	AIG American International Group New York	$34.5M	+$35.4K	19	0.23%	Increased
205	JP Jana Partners New York	$34.1M	-$240M	1	2.95%	Reduced
206	SM Senvest Management New York	$33.7M	+$4.45M	1	1.15%	Increased
207	LI Leeward Investments Boston, Massachusetts	$33.7M	-$4.03M	2	1.54%	Reduced
208	BNP Paribas Asset Management Paris, France	$33.4M	+$880K	3	0.13%	Increased
209	Kennedy Capital Management St Louis, Missouri	$33.2M	+$9.78M	3	0.93%	Increased
210	Mitsubishi UFJ Asset Management Tokyo, Japan	$33.1M	+$2.89M	4	0.15%	Increased
211	Epoch Investment Partners New York	$33M	-$1.83M	2	0.19%	Reduced
212	Susquehanna International Group Bala Cynwyd, Pennsylvania	$32.7M	+$5.33M	16	0.01%	Increased
213	TD Asset Management Toronto, Ontario, Canada	$32.6M	-$909K	8	0.04%	Reduced
214	Meyer Handelman Company Rye Brook, New York	$32.5M	$0	3	1.39%	Maintained
215	KeyBank National Association Cleveland, Ohio	$32.4M	+$32.2M	5	0.16%	Increased
216	MetLife Investment Management Whippany, New Jersey	$32.4M	+$1.94M	17	0.25%	Increased
217	IP Isomer Partners New York	$32.2M	-$7.6M	1	17.68%	Reduced
218	Nicholas Company Milwaukee, Wisconsin	$32.1M	+$123K	2	0.7%	Increased
219	Dodge & Cox San Francisco, California	$31.8M	$0	1	0.02%	Maintained
220	TCW Group Los Angeles, California	$31.8M	-$4.57M	1	0.42%	Reduced
221	Voloridge Investment Management Jupiter, Florida	$31.6M	+$6.92M	6	0.16%	Increased
222	Nisa Investment Advisors St. Louis, Missouri	$31.2M	+$5.36M	14	0.27%	Increased
223	Samlyn Capital New York	$30.8M	+$31.3M	1	0.62%	New
224	DekaBank Deutsche Girozentrale Frankfurt, Germany	$30.6M	+$2.94M	6	0.09%	Increased
225	MN Services Vermogensbeheer The Hague, Netherlands	$30.5M	-$7.76M	3	0.28%	Reduced