← 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	BB&T Securities Richmond, Virginia	$17.3M	-$7.82M	5	0.16%	Reduced
252	Fjarde Ap-fonden Stockholm, Sweden	$17.2M	-$136K	4	0.22%	Reduced
253	GGHC Gilder Gagnon Howe & Co New York	$16.9M	+$6.96M	1	0.17%	Increased
254	BNP Paribas Asset Management Paris, France	$16.9M	+$5.24M	4	0.14%	Increased
255	Foresters Investment Management New York	$16.7M	+$208K	2	0.3%	Increased
256	Kayne Anderson Rudnick Investment Management Los Angeles, California	$16.7M	+$2.41M	1	0.09%	Increased
257	DA Duality Advisers Miami, Florida	$16.6M	+$17.6M	2	1.46%	New
258	MetLife Investment Management Whippany, New Jersey	$16.3M	-$33.2M	10	0.17%	Reduced
259	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$16.3M	-$17.8K	1	4.35%	Reduced
260	Raymond James Financial Services Advisors St. Petersburg, Florida	$16.2M	+$465K	7	0.06%	Increased
261	FTCM Fir Tree Capital Management New York	$16.1M	$0	2	1.61%	Maintained
262	Todd Asset Management Louisville, Kentucky	$15.8M	+$812K	2	0.43%	Increased
263	Aristeia Capital Greenwich, Connecticut	$15.8M	+$15.9M	1	0.73%	Increased
264	Sit Investment Associates Minneapolis, Minnesota	$15.7M	+$7.55M	1	0.48%	Increased
265	State of Tennessee, Department of Treasury Nashville, Tennessee	$15.6M	-$4.72M	7	0.08%	Reduced
266	LA Linden Advisors New York	$15.4M	+$3.01M	2	0.24%	Increased
267	Wolverine Trading Chicago, Illinois	$15.3M	+$680K	8	0.04%	Increased
268	ACI AMP Capital Investors Sydney, Australia	$15M	-$2.75M	5	0.08%	Reduced
269	SIM Spark Investment Management New York	$14.9M	+$308K	4	1.03%	Increased
270	Oppenheimer Asset Management New York	$14.9M	+$3.83M	5	0.33%	Increased
271	NSCM New South Capital Management Memphis, Tennessee	$14.8M	+$3.55M	1	0.44%	Increased
272	Nomura Asset Management Tokyo, Japan	$14.5M	+$1.07M	5	0.14%	Increased
273	Castleark Management Chicago, Illinois	$14.4M	+$6.44M	2	0.55%	Increased
274	RMCP Red Mountain Capital Partners Los Angeles, California	$14.2M	$0	1	12.24%	Maintained
275	FCM Flinton Capital Management Philadelphia, Pennsylvania	$14.2M	+$203K	7	0.45%	Increased