← 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
276	TNA True North Advisors Dallas, Texas	$13.6M	$0	1	4.63%	Maintained
277	Zurich Cantonal Bank Zurich, Switzerland	$13.2M	-$545K	11	0.12%	Reduced
278	MFWM Motley Fool Wealth Management Alexandria, Virginia	$12.9M	-$289K	1	0.93%	Reduced
279	Azimuth Capital Management Bloomfield Hills, Michigan	$12.7M	-$965K	3	0.95%	Reduced
280	FA Friess Associates Greenville, Delaware	$12.6M	+$8.89M	3	1.26%	Increased
281	VCM Vigilant Capital Management Portland, Maine	$12.6M	+$1.61M	4	1.84%	Increased
282	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$12.5M	-$1.85M	1	4.29%	Reduced
283	GIP Granite Investment Partners El Segundo, California	$12.1M	+$6.3M	1	0.79%	Increased
284	RSCM Rock Springs Capital Management Baltimore, Maryland	$12.1M	+$14.8M	1	0.5%	New
285	HT HAP Trading New York	$11.9M	-$10.9M	1	0.8%	Reduced
286	Boston Trust Walden Boston, Massachusetts	$11.9M	+$1.19M	1	0.19%	Increased
287	State of Michigan Retirement System Lansing, Michigan	$11.8M	-$730K	5	0.13%	Reduced
288	Gulf International Bank (UK) London, United Kingdom	$11.8M	-$224K	4	0.22%	Reduced
289	WRBC W.R. Berkley Corp Greenwich, Connecticut	$11.8M	+$9.44M	1	1.39%	Increased
290	Oppenheimer Asset Management New York	$11.6M	+$200K	7	0.28%	Increased
291	TPSF Texas Permanent School Fund Austin, Texas	$11.5M	+$822K	8	0.21%	Increased
292	Chicago Capital Chicago, Illinois	$11.5M	-$1.71M	1	0.92%	Reduced
293	Xact Kapitalforvaltning Stockholm, Sweden	$11.4M	-$588K	6	0.24%	Reduced
294	FTCM Fir Tree Capital Management New York	$11.3M	$0	1	0.99%	Maintained
295	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$11.2M	-$44.4M	2	0.08%	Reduced
296	RC Reik & Co New York	$11.1M	-$409K	1	3.54%	Reduced
297	Fjarde Ap-fonden Stockholm, Sweden	$11M	-$3.77M	4	0.18%	Reduced
298	PEAK6 Investments Chicago, Illinois	$11M	-$2.91M	7	0.06%	Reduced
299	British Columbia Investment Management Victoria, British Columbia, Canada	$10.8M	-$2.09M	4	0.18%	Reduced
300	MLICM Metropolitan Life Insurance Company (MetLife) New York	$10.8M	-$232K	12	0.22%	Reduced