← 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	NIM Nexus Investment Management Toronto, Ontario, Canada	$16.8M	+$1.18M	1	3.37%	Increased
227	Axa Paris, France	$16.5M	-$3.53M	4	0.07%	Reduced
228	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$16.2M	-$1.27M	1	1.36%	Reduced
229	William Blair & Company Chicago, Illinois	$16.2M	-$1.65M	4	0.15%	Reduced
230	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$16.1M	-$54.7K	2	0.16%	Reduced
231	Nisa Investment Advisors St. Louis, Missouri	$15.8M	+$1M	5	0.23%	Increased
232	GCP GSA Capital Partners London, United Kingdom	$15.7M	+$7.64M	6	0.77%	Increased
233	Nomura Holdings Tokyo, Japan	$15.7M	-$10.7M	7	0.04%	Reduced
234	Welch & Forbes Boston, Massachusetts	$15.4M	+$115K	1	0.49%	Increased
235	Commerzbank Aktiengesellschaft Frankfurt, Germany	$15.1M	-$2.94M	5	0.12%	Reduced
236	BNP Paribas Asset Management Paris, France	$14.7M	-$11.9M	5	0.12%	Reduced
237	AHL Partners London, United Kingdom	$14.5M	+$8.59M	5	1.12%	Increased
238	State of Michigan Retirement System Lansing, Michigan	$14.3M	-$1.32M	5	0.11%	Reduced
239	Nuveen Charlotte, North Carolina	$14.2M	+$374K	6	0.07%	Increased
240	HA Halsey Associates New Haven, Connecticut	$14.1M	-$39.3K	1	3.27%	Reduced
241	SAM Sentinel Asset Management Montpelier, Vermont	$14M	-$4.51M	1	0.35%	Reduced
242	SRCM Swift Run Capital Management Charlottesville, Virginia	$14M	-$812K	1	8.16%	Reduced
243	QI Qualcomm Inc San Diego, California	$13.5M	$0	1	1.76%	Maintained
244	Daiwa Securities Group Tokyo, Japan	$13.5M	+$311K	5	0.09%	Increased
245	Aristeia Capital Greenwich, Connecticut	$13.5M	+$900K	1	0.99%	Increased
246	PP Paloma Partners Greenwich, Connecticut	$13.4M	+$11.2M	5	0.36%	Increased
247	ICOM Investment Counselors of Maryland Baltimore, Maryland	$13.3M	-$1.28M	1	0.77%	Reduced
248	Eagle Asset Management St Petersburg, Florida	$13.2M	+$10.9M	1	0.09%	New
249	Tocqueville Asset Management New York	$13.2M	+$916K	1	0.18%	Increased
250	Segall Bryant & Hamill Chicago, Illinois	$12.7M	-$16.1K	1	0.31%	Reduced