← 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	Locust Wood Capital Advisers New York	$17.4M	-$5.58M	1	2.48%	Reduced
202	DCM Decade Capital Management New York	$17.4M	-$1.11M	1	2.04%	Reduced
203	Pzena Investment Management New York	$17.2M	+$17.9M	1	0.09%	New
204	Two Sigma Investments New York	$16.8M	-$10.2M	3	0.08%	Reduced
205	British Columbia Investment Management Victoria, British Columbia, Canada	$16.8M	-$2.59M	4	0.14%	Reduced
206	NIM Nexus Investment Management Toronto, Ontario, Canada	$16.8M	-$115K	1	3.16%	Reduced
207	Artisan Partners Milwaukee, Wisconsin	$16.7M	-$2.14M	1	0.03%	Reduced
208	SAM Shell Asset Management The Hague, Netherlands	$16.7M	+$306K	4	0.26%	Increased
209	William Blair & Company Chicago, Illinois	$16.5M	-$201K	4	0.03%	Reduced
210	Welch & Forbes Boston, Massachusetts	$16.4M	-$573K	1	0.5%	Reduced
211	SCM Symons Capital Management Pittsburgh, Pennsylvania	$16.4M	+$4.59M	1	3.46%	Increased
212	ORIO Old Republic International (ORI) Chicago, Illinois	$16.3M	-$3.32M	1	1.32%	Reduced
213	HTI Hikari Tsushin Inc Tokyo, Japan	$16.2M	-$498K	1	3.01%	Reduced
214	H Hexavest Montreal, Quebec, Canada	$16.2M	+$8.5K	2	0.25%	Increased
215	State of New Jersey Common Pension Fund D Trenton, New Jersey	$16.2M	-$34.8M	3	0.06%	Reduced
216	Axa Paris, France	$16.1M	-$34.1M	3	0.07%	Reduced
217	Kennedy Capital Management St Louis, Missouri	$16M	+$3.35M	3	0.31%	Increased
218	Capital Fund Management (CFM) Paris, France	$15.8M	-$19.3M	2	0.18%	Reduced
219	Aperio Group Sausalito, California	$15.7M	+$1.16M	9	0.21%	Increased
220	HI Honeywell International Charlotte, North Carolina	$15.7M	-$26.7M	1	0.37%	Reduced
221	MSA Mason Street Advisors Milwaukee, Wisconsin	$15.5M	+$2.01M	6	0.12%	Increased
222	GGPE Golden Gate Private Equity San Francisco, California	$15.5M	$0	1	4.37%	Maintained
223	Private Management Group Irvine, California	$15.5M	-$44.8K	1	0.99%	Reduced
224	HA Halsey Associates New Haven, Connecticut	$15.4M	-$1.16M	1	3.46%	Reduced
225	NI Nuance Investments Kansas City, Missouri	$15.2M	-$32.1M	1	1.54%	Reduced