← 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	Phoenix Financial Givatayim, Israel	$22.5M	+$22.1M	1	1.06%	New
227	HA Halsey Associates New Haven, Connecticut	$22.4M	+$709K	1	3.56%	Increased
228	Glazer Capital LLC New York	$22.4M	+$22.2M	1	2.75%	Increased
229	Bellevue Group Kuesnacht, Switzerland	$22.2M	+$3.5M	2	0.41%	Increased
230	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$21.9M	-$12.1M	5	0.15%	Reduced
231	PVI Pura Vida Investments New York	$21.8M	-$2.79M	1	3.73%	Reduced
232	Stifel Financial St. Louis, Missouri	$21.8M	-$3.12M	10	0.06%	Reduced
233	Loomis, Sayles & Company Boston, Massachusetts	$21.7M	+$8.63M	3	0.04%	Increased
234	CIBC World Markets New York	$21.7M	-$17.4M	5	0.2%	Reduced
235	BAMCO Inc New York	$21.5M	+$856K	1	0.09%	Increased
236	RIG Roosevelt Investment Group New York	$21.5M	+$16.5K	2	2.46%	Increased
237	PHS PFM Health Sciences San Francisco, California	$21.4M	+$20.4M	1	0.63%	Increased
238	CISOA Capital Investment Services of America Milwaukee, Wisconsin	$21M	+$81K	1	3.1%	Increased
239	Kayne Anderson Rudnick Investment Management Los Angeles, California	$20.8M	+$1.59M	1	0.11%	Increased
240	HighTower Advisors Chicago, Illinois	$20.6M	+$107K	7	0.11%	Increased
241	BB&T Securities Richmond, Virginia	$20.5M	+$814K	5	0.19%	Increased
242	GL Governors Lane New York	$20.4M	-$18.4M	1	2.72%	Reduced
243	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$20.3M	+$8.21M	7	0.14%	Increased
244	Andra AP-fonden Goteborg, Sweden	$20.3M	-$2.19M	4	0.6%	Reduced
245	Nomura Asset Management Tokyo, Japan	$19.9M	+$3.58M	5	0.19%	Increased
246	PEAK6 Investments Chicago, Illinois	$19.8M	-$923K	7	0.12%	Reduced
247	Point72 Asset Management Stamford, Connecticut	$19.8M	+$16M	5	0.12%	Increased
248	Aviva London, United Kingdom	$19.6M	-$1.03M	5	0.13%	Reduced
249	Fenimore Asset Management Cobleskill, New York	$19.6M	+$7.53K	1	0.65%	Increased
250	Arizona State Retirement System Phoenix, Arizona	$19.2M	-$1.03M	8	0.23%	Reduced