← 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	RCM Ratan Capital Management Miami Beach, Florida	$18.6M	-$85.8K	2	11.26%	Reduced
227	Capstone Investment Advisors New York	$18.6M	-$5.34M	3	0.57%	Reduced
228	HP Hikari Power Tokyo, Japan	$18.5M	$0	1	2.64%	Maintained
229	Axa Paris, France	$18.2M	-$5.66M	5	0.09%	Reduced
230	ZDA Zweig-DiMenna Associates New York	$17.9M	-$3.26M	1	1.29%	Reduced
231	GAM GVO Asset Management Zug, Switzerland	$17.8M	-$26.2M	1	3.38%	Reduced
232	NHAS Novo Holdings A/S Hellerup, Denmark	$17.7M	+$22.2M	1	1.69%	New
233	William Blair & Company Chicago, Illinois	$17.7M	-$1.71M	6	0.16%	Reduced
234	Thornburg Investment Management Santa Fe, New Mexico	$17.6M	+$17.1M	2	0.14%	New
235	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$17.6M	+$3.02M	3	0.33%	Increased
236	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$17.4M	+$1.24M	1	3.9%	Increased
237	Welch & Forbes Boston, Massachusetts	$17.2M	+$465K	2	0.52%	Increased
238	State of Michigan Retirement System Lansing, Michigan	$17.1M	+$1.22M	6	0.14%	Increased
239	ACI AMP Capital Investors Sydney, Australia	$17.1M	-$4.42M	4	0.1%	Reduced
240	Nomura Holdings Tokyo, Japan	$16.9M	+$1.82M	5	0.04%	Increased
241	CC Cipher Capital New York	$16.9M	-$2.28M	4	1.13%	Reduced
242	Glenmede Trust Philadelphia, Pennsylvania	$16.6M	+$11.3M	8	0.09%	Increased
243	Braun Stacey Associates New York	$16.2M	+$15.3M	1	1.06%	New
244	D.A. Davidson & Co Great Falls, Montana	$16M	-$1.29M	8	0.36%	Reduced
245	Mutual of America Capital Management New York	$16M	+$2.94M	7	0.3%	Increased
246	British Columbia Investment Management Victoria, British Columbia, Canada	$16M	+$11.8K	3	0.14%	Increased
247	Arizona State Retirement System Phoenix, Arizona	$15.7M	-$2.84M	7	0.23%	Reduced
248	CIM Calvert Investment Management Bethesda, Maryland	$15.4M	-$3.18M	5	0.58%	Reduced
249	Aristeia Capital Greenwich, Connecticut	$15.3M	+$3.52M	1	1.76%	Increased
250	Marshall Wace London, United Kingdom	$15.3M	-$52.2M	5	0.1%	Reduced