← 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	OAM Oxford Asset Management Oxford, United Kingdom	$16.9M	-$5.33M	2	0.52%	Reduced
252	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$16.6M	+$4.95M	1	3.57%	Increased
253	D.A. Davidson & Co Great Falls, Montana	$16.1M	+$14.7M	7	0.4%	Increased
254	WBC Westpac Banking Corp Sydney, Australia	$15.8M	-$5.71M	3	0.17%	Reduced
255	Aristeia Capital Greenwich, Connecticut	$15.8M	-$2M	1	0.86%	Reduced
256	British Columbia Investment Management Victoria, British Columbia, Canada	$15.7M	-$5.38M	3	0.16%	Reduced
257	HighTower Advisors Chicago, Illinois	$15.6M	+$523K	6	0.18%	Increased
258	Hardman Johnston Global Advisors Stamford, Connecticut	$15.6M	+$667K	1	0.71%	Increased
259	NCM Numina Capital Management New York	$15.5M	+$5.9M	1	2.41%	Increased
260	State of Michigan Retirement System Lansing, Michigan	$15.5M	-$196K	5	0.12%	Reduced
261	Advisors Asset Management Monument, Colorado	$15.2M	-$1.22M	5	0.25%	Reduced
262	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$15.2M	-$11M	1	0.2%	Reduced
263	HA Halsey Associates New Haven, Connecticut	$15.1M	-$1.97M	1	3.28%	Reduced
264	BNP Paribas Financial Markets Paris, France	$15.1M	-$4.62M	9	0.06%	Reduced
265	SG Americas Securities New York	$14.8M	+$1.86M	8	0.16%	Increased
266	CC Cognios Capital Leawood, Kansas	$14.7M	+$4.32M	1	4.19%	Increased
267	FCG FrontFour Capital Group Greenwich, Connecticut	$14.5M	+$14.2M	1	3.37%	New
268	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$14.3M	+$3.65M	3	0.29%	Increased
269	Laurion Capital Management New York	$14.2M	-$6.71M	2	0.13%	Reduced
270	Foresters Investment Management New York	$14.2M	+$6.05M	2	0.26%	Increased
271	Magnetar Financial Evanston, Illinois	$14M	+$14M	3	0.2%	Increased
272	Crossmark Global Holdings Houston, Texas	$14M	+$13.5M	5	0.36%	New
273	CISOA Capital Investment Services of America Milwaukee, Wisconsin	$14M	-$718K	1	2.67%	Reduced
274	Zurich Cantonal Bank Zurich, Switzerland	$13.9M	+$2.75M	8	0.15%	Increased
275	Nomura Holdings Tokyo, Japan	$13.8M	+$5.22M	2	0.04%	Increased