← 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	Mediolanum International Funds Dublin 1, Ireland	$28.2M	+$1.92M	2	0.3%	Increased
202	Storebrand Asset Management Lysaker, Norway	$28.2M	-$1.42M	4	0.08%	Reduced
203	Natixis Advisors Boston, Massachusetts	$28.2M	-$5.19M	6	0.04%	Reduced
204	T. Rowe Price Investment Management Baltimore, Maryland	$27.9M	+$7.98M	3	0.02%	Increased
205	Osaic Holdings Scottsdale, Arizona	$27.9M	+$14.6M	18	0.04%	Increased
206	Vestal Point Capital New York	$27.8M	+$37.8M	1	0.78%	New
207	Baird Financial Group Milwaukee, Wisconsin	$27.7M	-$10.3M	6	0.04%	Reduced
208	Empowered Funds Havertown, Pennsylvania	$27.7M	+$17.8M	10	0.18%	Increased
209	IAM Iridian Asset Management Westport, Connecticut	$27.5M	+$1.01M	2	11.13%	Increased
210	SP Solel Partners Boston, Massachusetts	$27.4M	$0	1	5.86%	Maintained
211	Natixis Paris, France	$27.3M	+$3.68K	7	0.1%	Increased
212	Swiss Life Asset Management Zurich,	$27.3M	+$2.16M	5	0.13%	Increased
213	UMB Bank Kansas City, Missouri	$27.1M	+$407K	12	0.38%	Increased
214	WTA Washington Trust Advisors Wellesley, Massachusetts	$26.9M	-$687K	2	2.17%	Reduced
215	PAMP Phoenix Asset Management Partners London,	$26.9M	+$48K	1	20.27%	Increased
216	TIM Triodos Investment Management Driebergen-Rijsenburg, Netherlands	$26.7M	-$374K	1	2.02%	Reduced
217	Vanguard Investments Australia Victoria, Australia	$26.7M	+$29.3M	13	0.08%	New
218	Focus Partners Wealth Boston, Massachusetts	$26.7M	+$12.3M	7	0.03%	Increased
219	Robeco Institutional Asset Management Rotterdam, Netherlands	$26.7M	-$6.99M	3	0.04%	Reduced
220	Zurich Cantonal Bank Zurich, Switzerland	$26.6M	+$19.9M	13	0.06%	Increased
221	CIBC Bancorp USA Chicago, Illinois	$25.9M	+$28M	9	0.03%	New
222	Palisade Capital Management Fort Lee, New Jersey	$25.7M	-$1.32M	1	0.86%	Reduced
223	CISOA Capital Investment Services of America Milwaukee, Wisconsin	$25.7M	-$70.5K	1	2.68%	Reduced
224	TD Asset Management Toronto, Ontario, Canada	$25.6M	-$1M	6	0.02%	Reduced
225	CCPM Cooper Creek Partners Management New York	$25.4M	-$8.63M	2	0.87%	Reduced