← 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	ACI AMP Capital Investors Sydney, Australia	$15.8M	-$2.67M	3	0.11%	Reduced
227	1M 13D Management New York	$15.7M	+$4.84M	1	4.18%	Increased
228	SRCM Swift Run Capital Management Charlottesville, Virginia	$15.3M	+$2.39M	1	7.99%	Increased
229	Arizona State Retirement System Phoenix, Arizona	$15.3M	+$16.3M	5	0.21%	New
230	State of Michigan Retirement System Lansing, Michigan	$15.2M	-$868K	5	0.12%	Reduced
231	British Columbia Investment Management Victoria, British Columbia, Canada	$14.9M	+$3.46M	3	0.15%	Increased
232	Andra AP-fonden Goteborg, Sweden	$14.7M	+$1.58M	3	0.43%	Increased
233	Welch & Forbes Boston, Massachusetts	$14.5M	+$263K	1	0.48%	Increased
234	Nisa Investment Advisors St. Louis, Missouri	$14.3M	-$592K	5	0.22%	Reduced
235	QI Qualcomm Inc San Diego, California	$14.1M	$0	1	1.52%	Maintained
236	HighTower Advisors Chicago, Illinois	$13.7M	+$8.8M	6	0.18%	Increased
237	Nuveen Charlotte, North Carolina	$13.6M	-$18.5M	6	0.08%	Reduced
238	HA Halsey Associates New Haven, Connecticut	$13.4M	+$229K	1	3.16%	Increased
239	Daiwa Securities Group Tokyo, Japan	$13.3M	+$1.06M	5	0.09%	Increased
240	Segall Bryant & Hamill Chicago, Illinois	$13.2M	-$159K	1	0.32%	Reduced
241	CC Curian Capital Denver, Colorado	$13M	-$9.23M	2	0.35%	Reduced
242	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$12.9M	-$1.72M	5	0.08%	Reduced
243	ICOM Investment Counselors of Maryland Baltimore, Maryland	$12.9M	-$1.46M	1	0.76%	Reduced
244	Aristeia Capital Greenwich, Connecticut	$12.8M	-$274K	1	0.65%	Reduced
245	Massachusetts Financial Services Boston, Massachusetts	$12.7M	+$643K	1	0.01%	Increased
246	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$12.4M	$0	1	3%	Maintained
247	GI Greenwood Investments Boston, Massachusetts	$12.4M	$0	1	12.73%	Maintained
248	ZDA Zweig-DiMenna Associates New York	$12.3M	+$13M	1	0.53%	New
249	GTP Global Thematic Partners New York	$12.2M	-$9.91M	1	0.21%	Reduced
250	Royal London Asset Management United Kingdom	$11.8M	+$12.6M	2	0.19%	New