← 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	ProShare Advisors Bethesda, Maryland	$31.7M	-$13.7M	13	0.06%	Reduced
252	Nantahala Capital Management New Canaan, Connecticut	$31.7M	+$10.9M	1	1.12%	Increased
253	CCMLC Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut	$31.4M	-$108M	1	0.74%	Reduced
254	Meyer Handelman Company Rye Brook, New York	$31.4M	+$408K	3	1.17%	Increased
255	Wellcome Trust London, United Kingdom	$30.5M	+$23.7M	1	0.29%	New
256	Virginia Retirement Systems Richmond, Virginia	$30.5M	-$369K	8	0.21%	Reduced
257	Axa Paris, France	$30.4M	-$6.99M	3	0.08%	Reduced
258	IP Isomer Partners New York	$30.4M	+$21.9M	1	9.96%	Increased
259	SAM Scopus Asset Management New York	$30.2M	-$15.8M	2	0.65%	Reduced
260	ACM Atika Capital Management New York	$30.1M	-$2.3M	1	2.11%	Reduced
261	Aviva London, United Kingdom	$30M	+$2.5M	6	0.13%	Increased
262	Rothschild & Co Asset Management US Stamford, Connecticut	$29.4M	-$1.01M	3	0.35%	Reduced
263	British Columbia Investment Management Victoria, British Columbia, Canada	$29.3M	-$1.54M	4	0.16%	Reduced
264	NPIC Neumeier Poma Investment Counsel Carmel, California	$29.2M	+$10.8M	1	1.63%	Increased
265	KBC Group Brussels, Belgium	$29.1M	-$20.1M	7	0.1%	Reduced
266	Scout Investments Kansas City, Missouri	$28.9M	+$4.67M	2	0.42%	Increased
267	BM Bridger Management New York	$28.9M	+$23.4M	1	3.73%	New
268	Handelsbanken Fonder Stockholm, Sweden	$28.7M	-$72.3K	12	0.14%	Reduced
269	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$28.7M	+$3.32M	3	0.06%	Increased
270	US Bancorp Minneapolis, Minnesota	$28.4M	-$663K	14	0.04%	Reduced
271	ALPS Advisors Denver, Colorado	$27.9M	+$24.1M	4	0.31%	Increased
272	NIG NFJ Investment Group Dallas, Texas	$27.9M	+$11.8M	1	0.51%	Increased
273	Jane Street New York	$27.4M	-$4.87M	16	0.01%	Reduced
274	Weiss Multi-Strategy Advisers New York	$27.4M	+$7.78M	4	0.62%	Increased
275	Royce & Associates New York	$27.3M	+$5.08M	3	0.2%	Increased