← 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
176	GAM GVO Asset Management Zug, Switzerland	$26M	+$25M	1	2.84%	New
177	Foresters Investment Management New York	$25.8M	-$12.5M	2	0.53%	Reduced
178	GTP Global Thematic Partners New York	$25.4M	+$3.77M	1	0.39%	Increased
179	GA Glenhill Advisors New York	$24.6M	$0	1	2%	Maintained
180	TD Asset Management Toronto, Ontario, Canada	$23.6M	+$476K	3	0.04%	Increased
181	State of Michigan Retirement System Lansing, Michigan	$23.2M	+$43K	5	0.16%	Increased
182	RCM Riverhead Capital Management Wilmington, Delaware	$23.1M	+$962K	3	0.43%	Increased
183	HA Heartland Advisors Milwaukee, Wisconsin	$22.7M	+$17.4M	2	0.4%	Increased
184	Locust Wood Capital Advisers New York	$22.7M	+$626K	1	3.24%	Increased
185	WI WBI Investments Red Bank, New Jersey	$22.5M	+$725K	2	0.96%	Increased
186	USS Investment Management London, United Kingdom	$22.3M	-$35.2M	1	0.38%	Reduced
187	FCM Force Capital Management New York	$21.6M	+$3.35M	1	1.92%	Increased
188	PP PDT Partners New York	$21.4M	-$12.9M	5	0.57%	Reduced
189	PP Prospector Partners Guilford, Connecticut	$21M	+$2.43M	1	1%	Increased
190	TPSF Texas Permanent School Fund Austin, Texas	$20.9M	-$575K	6	0.22%	Reduced
191	AR Advisory Research Chicago, Illinois	$20.5M	+$54K	1	0.19%	Increased
192	ICOM Investment Counselors of Maryland Baltimore, Maryland	$20.2M	+$6.03M	1	0.87%	Increased
193	Meyer Handelman Company Rye Brook, New York	$19.9M	+$978K	2	0.92%	Increased
194	Artisan Partners Milwaukee, Wisconsin	$19.5M	-$1.04M	1	0.03%	Reduced
195	DekaBank Deutsche Girozentrale Frankfurt, Germany	$19.2M	+$2.16M	4	0.29%	Increased
196	RHJA Rice Hall James & Associates San Diego, California	$18.7M	+$2.26M	2	1.26%	Increased
197	British Columbia Investment Management Victoria, British Columbia, Canada	$18.7M	+$5.38M	4	0.15%	Increased
198	Panagora Asset Management Boston, Massachusetts	$18.7M	+$11.4M	7	0.09%	Increased
199	EBIM Eagle Boston Investment Management Boston, Massachusetts	$18.6M	-$504K	1	0.93%	Reduced
200	DCM Decade Capital Management New York	$18.3M	+$468K	1	1.82%	Increased