← 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	ACI AMP Capital Investors Sydney, Australia	$18.4M	-$777K	5	0.1%	Reduced
252	Crossmark Global Holdings Houston, Texas	$18.1M	-$100K	7	0.51%	Reduced
253	Voloridge Investment Management Jupiter, Florida	$18M	+$11.7M	6	0.54%	Increased
254	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$18M	+$258K	8	0.28%	Increased
255	RHJA Rice Hall James & Associates San Diego, California	$17.8M	-$11.4M	2	0.57%	Reduced
256	Jane Street New York	$17.8M	-$4.02M	8	0.03%	Reduced
257	HA Halsey Associates New Haven, Connecticut	$17.6M	+$231K	1	2.89%	Increased
258	MC Martin Currie Edinburgh, United Kingdom	$17.6M	+$17.5M	1	1.23%	New
259	Whitebox Advisors Minneapolis, Minnesota	$17.5M	+$17.9M	1	0.53%	New
260	Fenimore Asset Management Cobleskill, New York	$17.5M	+$77.6K	1	0.64%	Increased
261	Fjarde Ap-fonden Stockholm, Sweden	$17.4M	+$2.07M	4	0.22%	Increased
262	RAM RWC Asset Management London, United Kingdom	$17.3M	+$1.97M	1	0.79%	Increased
263	QS Investors New York	$17.1M	+$2.26M	9	0.19%	Increased
264	HighTower Advisors Chicago, Illinois	$17M	-$7.77M	7	0.11%	Reduced
265	Kayne Anderson Rudnick Investment Management Los Angeles, California	$17M	+$1.92M	1	0.1%	Increased
266	Foresters Investment Management New York	$16.9M	-$2M	2	0.3%	Reduced
267	Natixis Advisors Boston, Massachusetts	$16.8M	+$3.42M	4	0.15%	Increased
268	Employees Retirement System of Texas Austin, Texas	$16.6M	+$1.88M	5	0.25%	Increased
269	MN Services Vermogensbeheer The Hague, Netherlands	$16.6M	-$28K	4	0.19%	Reduced
270	SIM Spark Investment Management New York	$16.4M	+$4.83M	3	0.76%	Increased
271	United Capital Financial Advisors Irving, Texas	$16.2M	+$3.33M	3	0.11%	Increased
272	CISOA Capital Investment Services of America Milwaukee, Wisconsin	$16.1M	+$199K	1	2.57%	Increased
273	FTCM Fir Tree Capital Management New York	$16M	$0	2	1.36%	Maintained
274	Great Lakes Advisors Chicago, Illinois	$15.9M	-$1.99M	2	0.35%	Reduced
275	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$15.8M	+$1.52M	1	4.34%	Increased