← 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	GTP Global Thematic Partners New York	$17.7M	+$5.56M	1	0.27%	Increased
227	RHJA Rice Hall James & Associates San Diego, California	$17.6M	+$4.74M	2	1.27%	Increased
228	CIP Champlain Investment Partners Burlington, Vermont	$17.6M	-$421K	1	0.31%	Reduced
229	CCM Cadence Capital Management Boston, Massachusetts	$17.3M	+$1.11M	4	0.65%	Increased
230	SONJCPFA State of New Jersey Common Pension Fund A Trenton, New Jersey	$17.2M	$0	3	0.08%	Maintained
231	SCM Stevens Capital Management Radnor, Pennsylvania	$17.2M	+$15.3M	4	0.51%	Increased
232	Arizona State Retirement System Phoenix, Arizona	$17.1M	-$468K	6	0.21%	Reduced
233	Welch & Forbes Boston, Massachusetts	$17.1M	+$2.1M	1	0.54%	Increased
234	RG Renaissance Group Covington, Kentucky	$17M	-$943K	1	0.69%	Reduced
235	Robeco Schweiz Zurich, Switzerland	$17M	-$5.85M	4	1.5%	Reduced
236	Canada Life Winnipeg, Manitoba, Canada	$16.9M	-$4.35M	5	0.06%	Reduced
237	PCM Palestra Capital Management New York	$16.7M	+$6.53M	1	3.44%	Increased
238	PHS Pekin Hardy Strauss Chicago, Illinois	$16.5M	-$7.4M	1	2.56%	Reduced
239	William Blair & Company Chicago, Illinois	$16.3M	+$884K	4	0.03%	Increased
240	Janus Henderson Group London,	$16.2M	$0	4	0.16%	Maintained
241	SCM Symons Capital Management Pittsburgh, Pennsylvania	$16.2M	+$754K	2	3.74%	Increased
242	MWR McAdams Wright Ragen Seattle, Washington	$16.1M	+$15M	1	1.07%	Increased
243	HA Halsey Associates New Haven, Connecticut	$16M	-$857K	1	3.65%	Reduced
244	IRF IBM Retirement Fund Armonk, New York	$16M	-$594K	5	0.21%	Reduced
245	British Columbia Investment Management Victoria, British Columbia, Canada	$15.9M	-$648K	4	0.13%	Reduced
246	Locust Wood Capital Advisers New York	$15.6M	+$14.5M	1	2.76%	New
247	ACI AMP Capital Investors Sydney, Australia	$15.6M	-$7.9M	4	0.11%	Reduced
248	ARC Absolute Return Capital Boston, Massachusetts	$15.4M	-$33.6M	2	0.17%	Reduced
249	Segall Bryant & Hamill Chicago, Illinois	$15.4M	+$406K	1	0.36%	Increased
250	PIM Provident Investment Management Novi, Michigan	$15.4M	+$692K	1	3.9%	Increased