← 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	Canada Life Winnipeg, Manitoba, Canada	$18.3M	+$2.05M	5	0.06%	Increased
202	EverPoint Asset Management Stamford, Connecticut	$18.3M	+$18.2M	2	0.38%	New
203	ACI AMP Capital Investors Sydney, Australia	$18.2M	-$4.23M	5	0.11%	Reduced
204	Arizona State Retirement System Phoenix, Arizona	$18.1M	+$2.01M	6	0.22%	Increased
205	Chevy Chase Trust Bethesda, Maryland	$18.1M	-$426K	2	0.13%	Reduced
206	ORIO Old Republic International (ORI) Chicago, Illinois	$17.7M	+$18.6M	1	1.54%	New
207	ICP Indus Capital Partners New York	$17.7M	+$17.3M	1	2.6%	New
208	PIM Provident Investment Management Novi, Michigan	$17.6M	+$196K	1	4.16%	Increased
209	BNP Paribas Financial Markets Paris, France	$17.5M	-$527M	10	0.02%	Reduced
210	Welch & Forbes Boston, Massachusetts	$17.4M	-$1.07M	1	0.55%	Reduced
211	SAM Shell Asset Management The Hague, Netherlands	$17.3M	+$2.18M	4	0.27%	Increased
212	CCM Camber Capital Management Boston, Massachusetts	$17.1M	+$18.2M	1	1.12%	New
213	KA Kerrisdale Advisers Miami, Florida	$17.1M	-$1.57M	1	8.16%	Reduced
214	HA Halsey Associates New Haven, Connecticut	$17M	-$95.1K	1	3.74%	Reduced
215	EC Engaged Capital Newport Beach, California	$17M	-$1.31M	1	11.77%	Reduced
216	William Blair & Company Chicago, Illinois	$17M	+$246K	4	0.03%	Increased
217	SCA Signpost Capital Advisors New York	$16.8M	$0	1	6.37%	Maintained
218	ICAP Independence Capital Asset Partners Denver, Colorado	$16.8M	+$16.1M	1	2.29%	New
219	NIM Nexus Investment Management Toronto, Ontario, Canada	$16.7M	-$389K	1	3.1%	Reduced
220	Credit Agricole Montrouge Cedex, France	$16.7M	+$4.65M	5	0.07%	Increased
221	Regions Financial Corp Birmingham, Alabama	$16.6M	-$2.7M	5	0.2%	Reduced
222	City National Bank Beverly Hills, Delaware	$16.6M	-$8.26M	1	0.15%	Reduced
223	Aviva London, United Kingdom	$16.6M	-$1.75M	3	0.13%	Reduced
224	HTI Hikari Tsushin Inc Tokyo, Japan	$16.5M	+$2.23M	1	2.61%	Increased
225	PRCM Pine River Capital Management Minnetonka, Minnesota	$15.9M	-$5.94M	2	0.25%	Reduced