← 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
401	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$11.5M	+$748K	4	0.08%	Increased
402	AWAM Appian Way Asset Management New York	$11.4M	+$12.5M	1	2.73%	New
403	British Columbia Investment Management Victoria, British Columbia, Canada	$11.4M	+$883K	4	0.11%	Increased
404	BCAM Boston Common Asset Management Boston, Massachusetts	$11.4M	-$344K	1	0.27%	Reduced
405	HAM Harber Asset Management Asheville, North Carolina	$11.3M	+$2.83M	1	3.15%	Increased
406	Janney Montgomery Scott Philadelphia, Pennsylvania	$11.3M	-$2.13M	8	0.04%	Reduced
407	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$11.3M	+$963K	12	0.11%	Increased
408	Advisors Capital Management Ridgewood, New Jersey	$11.2M	+$454K	1	0.29%	Increased
409	IECM Intrinsic Edge Capital Management Chicago, Illinois	$11.2M	+$11.7M	1	1.26%	Increased
410	Shelton Capital Management Denver, Colorado	$11.1M	+$391K	5	0.41%	Increased
411	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$11.1M	-$2.37M	1	1.8%	Reduced
412	Wealthfront Advisers Palo Alto, California	$11.1M	-$73.8K	4	0.05%	Reduced
413	Clifford Swan Investment Counsel Pasadena, California	$10.9M	+$189K	3	0.46%	Increased
414	Andra AP-fonden Goteborg, Sweden	$10.9M	-$20.3M	1	0.64%	Reduced
415	Oppenheimer Asset Management New York	$10.8M	+$1.3M	8	0.17%	Increased
416	MC Metavasi Capital Larchmont, New York	$10.7M	+$1.85M	1	6.03%	Increased
417	Nomura Holdings Tokyo, Japan	$10.7M	+$6.28M	4	0.03%	Increased
418	Swiss Life Asset Management Zurich,	$10.7M	-$6.74M	4	0.16%	Reduced
419	C WorldWide Group Copenhagen, Denmark	$10.6M	+$39.2K	1	0.15%	Increased
420	Azimuth Capital Investment Management Bloomfield Hills, Michigan	$10.5M	+$88.6K	3	0.51%	Increased
421	Lighthouse Investment Partners Palm Beach Gardens, Florida	$10.1M	+$11M	3	0.41%	New
422	ING Group Amsterdam, Netherlands	$10.1M	+$2.41M	4	0.09%	Increased
423	BHCM Boulder Hill Capital Management New York	$10.1M	+$10.2M	4	6.28%	Increased
424	VCM VeriStar Capital Management New York	$10.1M	+$5.37M	1	8.61%	Increased
425	Vestcor Inc Fredericton, New Brunswick, Canada	$10.1M	+$2.02M	11	0.37%	Increased