← 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	SAM Shell Asset Management The Hague, Netherlands	$15.1M	-$3.72M	4	0.26%	Reduced
252	Zacks Investment Management Chicago, Illinois	$15.1M	+$506K	2	0.59%	Increased
253	NIM Nexus Investment Management Toronto, Ontario, Canada	$15M	-$317K	1	3.02%	Reduced
254	Nordea Investment Management Stockholm, Sweden	$15M	+$3.01M	4	0.07%	Increased
255	Sterling Capital Management Charlotte, North Carolina	$14.8M	+$9.61M	3	0.14%	Increased
256	SCA Signpost Capital Advisors New York	$14.7M	+$13.6M	1	6.91%	New
257	Edge Asset Management Seattle, Washington	$14.6M	-$2.85M	2	0.16%	Reduced
258	Polar Capital London, United Kingdom	$14.3M	+$2.27M	1	0.34%	Increased
259	Zurich Cantonal Bank Zurich, Switzerland	$14.2M	+$105K	4	0.46%	Increased
260	MSA Mason Street Advisors Milwaukee, Wisconsin	$13.8M	+$1.24M	7	0.11%	Increased
261	Nisa Investment Advisors St. Louis, Missouri	$13.8M	-$324K	5	0.2%	Reduced
262	BCA Bernzott Capital Advisors Camarillo, California	$13.7M	+$659K	1	3.1%	Increased
263	TS Twin Securities New York	$13.6M	+$11.9M	1	2.94%	New
264	ProShare Advisors Bethesda, Maryland	$13.5M	+$7.31M	5	0.2%	Increased
265	PEAK6 Group Chicago, Illinois	$13.3M	+$3.7M	4	0.09%	Increased
266	Placemark Investments Chicago, Illinois	$13.3M	-$779K	7	0.22%	Reduced
267	Axa Paris, France	$13.3M	-$10.6M	5	0.06%	Reduced
268	EA Euclid Advisors Hartford, Connecticut	$13.2M	+$8.07M	2	0.11%	Increased
269	PCM Portolan Capital Management Boston, Massachusetts	$13M	+$378K	4	2.88%	Increased
270	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$12.9M	-$10.9M	5	0.05%	Reduced
271	AIM Allen Investment Management New York	$12.8M	+$12.1M	2	2.69%	New
272	I.G. Investment Management Winnipeg, Manitoba, Canada	$12.7M	-$8.3M	3	0.05%	Reduced
273	Natixis Paris, France	$12.6M	-$6.83M	1	0.11%	Reduced
274	TCW Group Los Angeles, California	$12.6M	+$13.6K	2	0.05%	Increased
275	Corvex Management New York	$12.6M	-$18M	1	0.26%	Reduced