← 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	Level Four Advisory Services Dallas, Texas	$45.5M	-$510K	2	2.93%	Reduced
177	Picton Mahoney Asset Management Toronto, Ontario, Canada	$45.3M	+$22.4M	4	1.35%	Increased
178	AAM Alpine Associates Management Palm Beach, Florida	$44.7M	+$36M	1	2.34%	New
179	2 2Xideas Kusnacht, Switzerland	$44.5M	+$4.25M	1	4.92%	Increased
180	Canada Life Winnipeg, Manitoba, Canada	$43.9M	-$2.56M	11	0.11%	Reduced
181	BCM Bronte Capital Management Bondi Junction, Australia	$43.7M	+$1.58M	1	4.4%	Increased
182	Stifel Financial St. Louis, Missouri	$42.9M	+$2.76M	9	0.06%	Increased
183	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$42.9M	-$10M	2	2.4%	Reduced
184	Axa Paris, France	$42.3M	-$456K	9	0.15%	Reduced
185	AIC AWM Investment Company New York	$42.1M	$0	1	6.22%	Maintained
186	HighTower Advisors Chicago, Illinois	$41.9M	-$6.71M	11	0.08%	Reduced
187	SSM Sound Shore Management Greenwich, Connecticut	$41.7M	-$2.86M	1	1.6%	Reduced
188	Braun Stacey Associates New York	$41.6M	-$1.71M	2	2.03%	Reduced
189	State of New Jersey Common Pension Fund D Trenton, New Jersey	$41.5M	-$741K	8	0.15%	Reduced
190	Trexquant Investment Stamford, Connecticut	$40.6M	+$23.1M	7	1.02%	Increased
191	Comerica Bank Dallas, Texas	$40.3M	+$46M	14	0.21%	New
192	Yacktman Asset Management Austin, Texas	$39.9M	+$550K	1	0.39%	Increased
193	CCM Camber Capital Management Boston, Massachusetts	$39.9M	+$1.51M	1	1.31%	Increased
194	Natixis Paris, France	$39.6M	+$43.5M	6	0.3%	Increased
195	CC Carlson Capital Dallas, Texas	$39.5M	+$25.5M	2	3.08%	Increased
196	Snyder Capital Management San Francisco, California	$39.5M	-$53.3M	1	0.89%	Reduced
197	GW&K Investment Management Boston, Massachusetts	$38.9M	-$10M	7	0.39%	Reduced
198	EP Eversept Partners New York	$38.3M	+$27.9M	1	3.24%	Increased
199	Employees Provident Fund Board Shah Alam, Malaysia	$37.8M	+$27.6M	1	0.86%	Increased
200	DZ Bank Frankfurt Am Main, Germany	$37.7M	-$544K	5	0.05%	Reduced