← 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
426	Walleye Capital New York	$11.1M	+$4.9M	15	0.02%	Increased
427	NAM NorthCrest Asset Manangement Plymouth, Minnesota	$11.1M	+$142K	2	0.38%	Increased
428	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$10.9M	-$12.4M	3	0.03%	Reduced
429	Ethic Inc New York	$10.9M	+$330K	5	0.28%	Increased
430	1832 Asset Management Toronto, Ontario, Canada	$10.9M	+$7.95M	6	0.01%	Increased
431	SLG Stanley-Laman Group Berwyn, Pennsylvania	$10.8M	-$125K	1	1.52%	Reduced
432	LMR Partners London, United Kingdom	$10.7M	+$3.69M	1	0.11%	Increased
433	Oppenheimer Asset Management New York	$10.7M	-$2.44M	8	0.16%	Reduced
434	KC Kepos Capital New York	$10.7M	+$10.4M	1	2.75%	New
435	Hillsdale Investment Management Toronto, Ontario, Canada	$10.6M	+$6.55M	4	0.84%	Increased
436	Mawer Investment Management Calgary, Alberta, Canada	$10.5M	+$5.64M	1	0.05%	Increased
437	BBA Baader Bank Aktiengesellschaft Unterschleissheim, Germany	$10.5M	+$3.41M	3	0.74%	Increased
438	Gratus Capital Atlanta, Georgia	$10.4M	+$242K	1	0.48%	Increased
439	ABN AMRO Bank Amsterdam, Netherlands	$10.4M	+$7.97M	3	0.16%	Increased
440	CI Investments Inc Toronto, Ontario, Canada	$10.3M	+$4.74M	6	0.04%	Increased
441	Stephens Inc Little Rock, Arkansas	$10.3M	+$5.98M	4	0.16%	Increased
442	Channing Capital Management Chicago, Illinois	$10.2M	$0	1	0.27%	Maintained
443	Gateway Investment Advisers Cincinnati, Ohio	$10.2M	+$184K	4	0.12%	Increased
444	EP Edgestream Partners Princeton, New Jersey	$10.2M	+$4.37M	4	0.51%	Increased
445	Rokos Capital Management (UK) London, United Kingdom	$10.1M	+$9.73M	1	0.05%	New
446	Brookstone Capital Management Wheaton, Illinois	$10.1M	+$8.75M	1	0.18%	Increased
447	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$10M	+$3.23M	2	0.09%	Increased
448	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$10M	+$2.59M	3	0.41%	Increased
449	Capital Fund Management (CFM) Paris, France	$9.99M	+$599K	2	0.03%	Increased
450	Nomura Holdings Tokyo, Japan	$9.99M	-$20.4M	4	0.02%	Reduced