← 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	Nomura Holdings Tokyo, Japan	$27M	+$16.7M	7	0.05%	Increased
252	CCM Candlestick Capital Management Greenwich, Connecticut	$26.7M	-$107M	2	0.74%	Reduced
253	Royal London Asset Management United Kingdom	$26.7M	+$84.6K	4	0.07%	Increased
254	Andra AP-fonden Goteborg, Sweden	$26.6M	+$2.18M	1	0.45%	Increased
255	Engineers Gate Manager New York	$26.3M	+$11M	12	0.59%	Increased
256	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$26M	+$15.5M	3	1.23%	Increased
257	Bahl & Gaynor Cincinnati, Ohio	$25.8M	+$1.24M	4	0.14%	Increased
258	Aquatic Capital Management Chicago, Illinois	$25.7M	+$29.2M	7	0.95%	Increased
259	M&T Bank Buffalo, New York	$25.7M	-$165K	6	0.09%	Reduced
260	DP Dundas Partners Edinburgh, United Kingdom	$25.4M	+$4.83M	1	1.97%	Increased
261	WTA Washington Trust Advisors Wellesley, Massachusetts	$25.3M	-$573K	4	2.33%	Reduced
262	Bridgeway Capital Management Houston, Texas	$25.3M	+$116K	7	0.59%	Increased
263	TIM Triodos Investment Management Driebergen-Rijsenburg, Netherlands	$25.2M	+$3.51M	1	2.2%	Increased
264	IP Isomer Partners New York	$25.2M	+$4.27M	1	18.56%	Increased
265	MetLife Investment Management Whippany, New Jersey	$25.2M	-$2.33M	15	0.15%	Reduced
266	US Bancorp Minneapolis, Minnesota	$25.2M	-$540K	16	0.03%	Reduced
267	Lighthouse Investment Partners Palm Beach Gardens, Florida	$25.1M	+$12.5M	2	1%	Increased
268	Comerica Bank Dallas, Texas	$24.8M	-$16.9M	14	0.1%	Reduced
269	Algert Global San Francisco, California	$24.8M	+$5.85M	7	0.82%	Increased
270	CISOA Capital Investment Services of America Milwaukee, Wisconsin	$24.5M	-$556K	1	2.37%	Reduced
271	Massachusetts Financial Services Boston, Massachusetts	$24.5M	+$815K	3	0.01%	Increased
272	MN Services Vermogensbeheer The Hague, Netherlands	$24.2M	-$684K	4	0.17%	Reduced
273	Ceredex Value Advisors Orlando, Florida	$24.2M	+$24.5M	1	0.46%	New
274	ALPS Advisors Denver, Colorado	$24.1M	-$917K	4	0.17%	Reduced
275	Samlyn Capital New York	$24M	+$15.1M	1	0.4%	Increased