← 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
251	Zurich Cantonal Bank Zurich, Switzerland	$16M	+$16.5M	4	0.56%	New
252	OAM Oxford Asset Management Oxford, United Kingdom	$16M	+$15.3M	4	0.43%	New
253	CCM Century Capital Management Boston, Massachusetts	$15.9M	+$16.8M	1	0.63%	New
254	HSA Hussman Strategic Advisors Ellicott City, Maryland	$15.9M	+$16.7M	2	0.72%	New
255	BMCMI Bryn Mawr Capital Management Inc Bryn Mawr, Pennsylvania	$15.7M	+$15.7M	3	1.06%	New
256	GLG Inc New York	$15.7M	+$15.8M	3	0.38%	New
257	NIM Nexus Investment Management Toronto, Ontario, Canada	$15.5M	+$15.3M	1	3.46%	New
258	Nisa Investment Advisors St. Louis, Missouri	$15.4M	+$15.6M	5	0.24%	New
259	William Blair & Company Chicago, Illinois	$15.4M	+$16.1M	4	0.03%	New
260	EBIM Eagle Boston Investment Management Boston, Massachusetts	$15.2M	+$14.4M	1	1.01%	New
261	FPCM Fox Point Capital Management New York	$15.1M	+$15.6M	1	4.59%	New
262	WMC Westwood Management Corporation Chicago, Illinois	$15M	+$15.8M	1	3.23%	New
263	ING Group Amsterdam, Netherlands	$14.9M	+$14.7M	3	0.08%	New
264	TM Tiger Management New York	$14.6M	+$15.1M	1	1.9%	New
265	BCA Bernzott Capital Advisors Camarillo, California	$14.5M	+$13.7M	1	3.98%	New
266	Welch & Forbes Boston, Massachusetts	$14.5M	+$15.2M	1	0.52%	New
267	State of Michigan Retirement System Lansing, Michigan	$14.3M	+$14.6M	5	0.13%	New
268	Nordea Investment Management Stockholm, Sweden	$14.3M	+$14.5M	4	0.09%	New
269	Hancock Whitney Gulfport, Mississippi	$14.1M	+$14.6M	2	0.7%	New
270	Irish Life Investment Managers Dublin, Ireland	$14.1M	+$14.2M	5	0.18%	New
271	Suntrust Banks Atlanta, Georgia	$13.9M	+$14M	4	0.06%	New
272	KBC Group Brussels, Belgium	$13.7M	+$13.5M	5	0.25%	New
273	Public Employees Retirement Association of Colorado Denver, Colorado	$13.6M	+$13.7M	8	0.13%	New
274	Manning & Napier Advisors Fairport, New York	$13.6M	+$13.4M	3	0.07%	New
275	Zacks Investment Management Chicago, Illinois	$13.4M	+$13.3M	2	0.61%	New