← 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
226	BTP Bloom Tree Partners New York	$18.3M	+$18.9M	1	4.49%	New
227	HTA Haber Trilix Advisors Boston, Massachusetts	$18.3M	+$18.4M	3	2.27%	New
228	AFG Albion Financial Group Salt Lake City, Utah	$18.2M	+$18.4M	2	4.05%	New
229	I.G. Investment Management Winnipeg, Manitoba, Canada	$18.2M	+$18.3M	4	0.07%	New
230	Dana Investment Advisors Waukesha, Wisconsin	$18.2M	+$18.2M	2	1.37%	New
231	CCMLC Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut	$18.1M	+$17.1M	1	1.15%	New
232	SAM Shell Asset Management The Hague, Netherlands	$17.8M	+$17.8M	4	0.34%	New
233	Chevy Chase Trust Bethesda, Maryland	$17.7M	+$17.8M	3	0.15%	New
234	Eagle Asset Management St Petersburg, Florida	$17.6M	+$16.9M	2	0.12%	New
235	IRF IBM Retirement Fund Armonk, New York	$17.6M	+$17.8M	5	0.22%	New
236	SONJCPFA State of New Jersey Common Pension Fund A Trenton, New Jersey	$17.6M	+$17.6M	3	0.09%	New
237	AIA Affinity Investment Advisors Newport Beach, California	$17.5M	+$17.4M	1	1.52%	New
238	British Columbia Investment Management Victoria, British Columbia, Canada	$17.4M	+$17.6M	4	0.14%	New
239	Nomura Holdings Tokyo, Japan	$17.2M	+$17M	7	0.14%	New
240	Robeco Schweiz Zurich, Switzerland	$17.2M	+$16.6M	3	1.54%	New
241	Nomura Asset Management Tokyo, Japan	$17.1M	+$17.3M	5	0.34%	New
242	PAM PartnerRe Asset Management Greenwich, Connecticut	$17.1M	+$17.6M	2	2.76%	New
243	Korea Investment Corp Seoul, South Korea	$17M	+$17.2M	4	0.2%	New
244	Palisade Capital Management Fort Lee, New Jersey	$17M	+$16.6M	2	0.49%	New
245	Arizona State Retirement System Phoenix, Arizona	$17M	+$17.3M	6	0.23%	New
246	CIP Champlain Investment Partners Burlington, Vermont	$16.7M	+$16.4M	1	0.34%	New
247	TAM Third Avenue Management New York	$16.6M	+$15.7M	1	0.33%	New
248	ZDA Zweig-DiMenna Associates New York	$16.3M	+$15.3M	1	0.66%	New
249	HA Halsey Associates New Haven, Connecticut	$16.1M	+$16.9M	1	4.14%	New
250	Virginia Retirement Systems Richmond, Virginia	$16M	+$16.2M	4	0.3%	New