← 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	MPAM Monarch Partners Asset Management Boston, Massachusetts	$18.1M	+$78.8K	1	1.67%	Increased
252	OAM Oxford Asset Management Oxford, United Kingdom	$18M	+$596K	6	0.38%	Increased
253	British Columbia Investment Management Victoria, British Columbia, Canada	$17.9M	+$2.01M	3	0.14%	Increased
254	Nomura Holdings Tokyo, Japan	$17.6M	+$5.22M	7	0.03%	Increased
255	MFWM Motley Fool Wealth Management Alexandria, Virginia	$17.5M	+$614K	1	1.29%	Increased
256	Wolverine Asset Management Chicago, Illinois	$17.5M	-$19.1M	2	0.23%	Reduced
257	EP Elkfork Partners Portland, Oregon	$17.3M	+$1.85M	4	0.47%	Increased
258	TPSF Texas Permanent School Fund Austin, Texas	$17.2M	-$889K	7	0.23%	Reduced
259	BNP Paribas Financial Markets Paris, France	$17.2M	-$10.9M	11	0.03%	Reduced
260	Voloridge Investment Management Jupiter, Florida	$17.1M	+$9.61M	4	0.4%	Increased
261	HA Halsey Associates New Haven, Connecticut	$16.9M	-$3.79M	1	2.98%	Reduced
262	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$16.9M	-$87.9K	3	0.34%	Reduced
263	ACI AMP Capital Investors Sydney, Australia	$16.7M	-$1.06M	4	0.09%	Reduced
264	CISOA Capital Investment Services of America Milwaukee, Wisconsin	$16.4M	-$1.52M	1	2.57%	Reduced
265	Polar Capital London, United Kingdom	$16.4M	+$15.7M	1	0.17%	New
266	SCM Stonepine Capital Management Bend, Oregon	$16.2M	+$111K	1	8.65%	Increased
267	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$16M	-$5.09M	3	0.1%	Reduced
268	Castleark Management Chicago, Illinois	$16M	+$14.8M	2	0.51%	New
269	Nomura Asset Management Tokyo, Japan	$16M	+$583K	4	0.17%	Increased
270	Banco Santander Madrid, Spain	$15.9M	+$15.9M	1	0.19%	New
271	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$15.8M	+$76.1K	3	0.04%	Increased
272	Bridgewater Associates Westport, Connecticut	$15.7M	+$17.3M	2	0.15%	New
273	SCM Stevens Capital Management Radnor, Pennsylvania	$15.6M	+$7.8M	3	0.59%	Increased
274	T TOBAM Paris, France	$15.4M	+$14.8M	1	0.63%	Increased
275	FHAM Folger Hill Asset Management New York	$15.4M	+$2.38M	2	1.03%	Increased