← 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
201	1832 Asset Management Toronto, Ontario, Canada	$20.6M	-$3.94M	2	0.07%	Reduced
202	WI WBI Investments Red Bank, New Jersey	$19.9M	+$20M	2	0.87%	New
203	Capital Fund Management (CFM) Paris, France	$19.9M	-$6.99M	4	0.24%	Reduced
204	Meyer Handelman Company Rye Brook, New York	$19.8M	+$1.15M	2	0.95%	Increased
205	Regions Financial Corp Birmingham, Alabama	$19.3M	-$6.63M	5	0.24%	Reduced
206	Palisade Capital Management Fort Lee, New Jersey	$19M	+$1.07M	2	0.47%	Increased
207	PP Prospector Partners Guilford, Connecticut	$18.8M	-$2.05M	1	0.9%	Reduced
208	CC Curian Capital Denver, Colorado	$18.6M	+$7.25M	3	0.33%	Increased
209	Chevy Chase Trust Bethesda, Maryland	$18.5M	-$25.6K	2	0.13%	Reduced
210	HCM Hayman Capital Management Dallas, Texas	$18.2M	+$21M	1	1.75%	New
211	Balyasny Asset Management Chicago, Illinois	$18.1M	+$8.03M	2	0.21%	Increased
212	Aviva London, United Kingdom	$18.1M	-$1.15M	3	0.15%	Reduced
213	EC Engaged Capital Newport Beach, California	$17.5M	+$16.1M	1	11.98%	New
214	FCM Force Capital Management New York	$17.2M	+$12.5M	1	1.76%	Increased
215	BPCM Beach Point Capital Management Santa Monica, California	$17.2M	+$19.8M	1	3.6%	New
216	DCM Decade Capital Management New York	$17M	-$7.31M	1	1.13%	Reduced
217	EBIM Eagle Boston Investment Management Boston, Massachusetts	$16.9M	-$5.24M	1	0.84%	Reduced
218	RHJA Rice Hall James & Associates San Diego, California	$16.8M	-$398K	2	1.24%	Reduced
219	KA Kerrisdale Advisers Miami, Florida	$16.7M	+$12.9M	1	8.19%	Increased
220	Axa Paris, France	$16.5M	+$2.9M	4	0.07%	Increased
221	SIM Sadoff Investment Management Milwaukee, Wisconsin	$16.4M	-$153K	1	2.18%	Reduced
222	Welch & Forbes Boston, Massachusetts	$16.4M	+$126K	1	0.52%	Increased
223	CIP Champlain Investment Partners Burlington, Vermont	$16.3M	-$537K	1	0.28%	Reduced
224	DCM Dupont Capital Management Wilmington, Delaware	$16.3M	+$7.17M	3	0.26%	Increased
225	NIM Nexus Investment Management Toronto, Ontario, Canada	$16.3M	-$18.3K	1	3.18%	Reduced