← 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	Envestnet Asset Management Chicago, Illinois	$16.1M	+$506K	8	0.05%	Increased
252	AA Antipodean Advisors New York	$16.1M	+$15.1M	1	7.84%	New
253	British Columbia Investment Management Victoria, British Columbia, Canada	$15.7M	-$1.45M	3	0.12%	Reduced
254	GA Glenhill Advisors New York	$15.7M	-$632K	1	1.22%	Reduced
255	CISOA Capital Investment Services of America Milwaukee, Wisconsin	$15.3M	-$174K	1	2.71%	Reduced
256	William Blair Investment Management Chicago, Illinois	$15.3M	-$91.6M	2	0.06%	Reduced
257	ZDA Zweig-DiMenna Associates New York	$15.2M	-$3.08M	1	1.39%	Reduced
258	Baird Financial Group Milwaukee, Wisconsin	$15.1M	-$190K	5	0.12%	Reduced
259	WBC Westpac Banking Corp Sydney, Australia	$14.9M	+$3.5M	3	0.12%	Increased
260	SAM Sandell Asset Management New York	$14.8M	$0	2	3.52%	Maintained
261	PGGM Investments Zeist, Netherlands	$14.8M	-$17.2M	1	0.08%	Reduced
262	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$14.8M	+$963K	3	0.04%	Increased
263	CG Clinton Group New York	$14.7M	+$6.36M	4	0.86%	Increased
264	Crestwood Advisors Group Boston, Massachusetts	$14.5M	+$458K	1	1.28%	Increased
265	MPAM Monarch Partners Asset Management Boston, Massachusetts	$14.5M	+$4.23M	1	1.45%	Increased
266	MFAM Motley Fool Asset Management Alexandria, Virginia	$14.5M	+$8.36M	1	3.12%	Increased
267	Foresters Investment Management New York	$14.4M	+$72.7K	2	0.25%	Increased
268	Soros Fund Management New York	$14.3M	+$1.9M	2	0.29%	Increased
269	BlueCrest Capital Management St Helier, Jersey	$14.3M	+$9.02M	5	0.68%	Increased
270	OA Oak Associates Akron, Ohio	$14.2M	+$7.53M	2	1.14%	Increased
271	CAM Capstone Asset Management Houston, Texas	$14.1M	+$657K	6	0.39%	Increased
272	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$14M	-$672K	1	0.21%	Reduced
273	RC Reik & Co New York	$14M	-$202K	1	4.71%	Reduced
274	PAS Professional Advisory Services Vero Beach, Florida	$13.9M	-$776K	1	3.08%	Reduced
275	Bahl & Gaynor Cincinnati, Ohio	$13.8M	+$290K	1	0.16%	Increased