← 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	BlueCrest Capital Management St Helier, Jersey	$17.2M	+$10.8M	2	0.5%	Increased
227	Whitebox Advisors Minneapolis, Minnesota	$17.1M	+$6.29M	1	0.74%	Increased
228	BNP Paribas Financial Markets Paris, France	$16.9M	+$2.82M	9	0.05%	Increased
229	I.G. Investment Management Winnipeg, Manitoba, Canada	$16.6M	-$530K	4	0.06%	Reduced
230	Nisa Investment Advisors St. Louis, Missouri	$16.1M	+$114K	5	0.23%	Increased
231	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$15.8M	+$1.49M	4	0.09%	Increased
232	Welch & Forbes Boston, Massachusetts	$15.8M	-$2.65M	1	0.49%	Reduced
233	FAM Foundation Asset Management White Plains, New York	$15.7M	-$821K	1	4.36%	Reduced
234	PHS PFM Health Sciences San Francisco, California	$15.6M	+$13.7M	1	0.4%	New
235	QI Qualcomm Inc San Diego, California	$15.4M	-$2.39M	1	1.74%	Reduced
236	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$15.4M	+$2.26M	2	0.2%	Increased
237	ICOM Investment Counselors of Maryland Baltimore, Maryland	$15.2M	-$3.59M	1	0.71%	Reduced
238	VDBMI Van Den Berg Management I Austin, Texas	$15.2M	-$1.01M	1	1.72%	Reduced
239	Segall Bryant & Hamill Chicago, Illinois	$14.7M	-$46.2K	1	0.33%	Reduced
240	HA Halsey Associates New Haven, Connecticut	$14.6M	-$691K	1	3.27%	Reduced
241	Andra AP-fonden Goteborg, Sweden	$14.4M	-$93.1K	3	0.42%	Reduced
242	SRCM Swift Run Capital Management Charlottesville, Virginia	$14.3M	+$80.5K	1	6.06%	Increased
243	HHC Hutchin Hill Capital New York	$14.2M	+$13.2M	3	0.36%	Increased
244	SAM Shell Asset Management The Hague, Netherlands	$13.3M	-$1.15M	4	0.27%	Reduced
245	Capital Fund Management (CFM) Paris, France	$13.3M	-$5.76M	2	0.17%	Reduced
246	Aristeia Capital Greenwich, Connecticut	$13.3M	$0	1	0.48%	Maintained
247	Natixis Paris, France	$13.1M	+$9.36M	2	0.18%	Increased
248	SFM Stack Financial Management Whitefish, Montana	$13.1M	+$57.8K	1	1.59%	Increased
249	TSU TD Securities (USA) New York	$13.1M	+$1.4M	2	0.18%	Increased
250	OAM Oxford Asset Management Oxford, United Kingdom	$13M	-$1.24M	2	0.35%	Reduced