← 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	Welch & Forbes Boston, Massachusetts	$18.7M	-$8.88K	1	0.55%	Reduced
202	Aperio Group Sausalito, California	$18.4M	+$1.71M	9	0.23%	Increased
203	LMR Partners London, United Kingdom	$18.2M	+$3.65M	2	2.38%	Increased
204	Arizona State Retirement System Phoenix, Arizona	$18M	-$1.35M	7	0.21%	Reduced
205	SAM Shell Asset Management The Hague, Netherlands	$17.9M	+$437K	5	0.29%	Increased
206	SCM Symons Capital Management Pittsburgh, Pennsylvania	$17.9M	-$107K	1	4.25%	Reduced
207	Locust Wood Capital Advisers New York	$17.9M	-$145K	1	2.37%	Reduced
208	ORIO Old Republic International (ORI) Chicago, Illinois	$17.9M	$0	1	1.02%	Maintained
209	State of New Jersey Common Pension Fund D Trenton, New Jersey	$17.8M	$0	3	0.07%	Maintained
210	AR Advisory Research Chicago, Illinois	$17.8M	-$2.19M	1	0.19%	Reduced
211	CC Chubb Corp Warren, New Jersey	$17.4M	$0	1	0.91%	Maintained
212	Stifel Financial St. Louis, Missouri	$17.3M	+$10.6M	6	0.1%	Increased
213	Capital Fund Management (CFM) Paris, France	$17.3M	+$88.8K	2	0.2%	Increased
214	NIM Nexus Investment Management Toronto, Ontario, Canada	$17.2M	-$218K	1	3.21%	Reduced
215	Martingale Asset Management Boston, Massachusetts	$17M	+$10.1M	3	0.47%	Increased
216	HA Halsey Associates New Haven, Connecticut	$17M	-$476K	1	3.74%	Reduced
217	Private Management Group Irvine, California	$16.9M	-$88.5K	1	1.06%	Reduced
218	SG Americas Securities New York	$16.9M	+$2.15M	7	0.08%	Increased
219	State of Tennessee, Department of Treasury Nashville, Tennessee	$16.7M	+$4.13M	5	0.09%	Increased
220	OAM Oxford Asset Management Oxford, United Kingdom	$16.6M	+$4.96M	2	0.37%	Increased
221	MSA Mason Street Advisors Milwaukee, Wisconsin	$16.6M	-$350K	6	0.12%	Reduced
222	William Blair & Company Chicago, Illinois	$16.5M	-$1.93M	3	0.03%	Reduced
223	Andra AP-fonden Goteborg, Sweden	$16.3M	+$6.3M	3	0.38%	Increased
224	HTI Hikari Tsushin Inc Tokyo, Japan	$16.3M	-$444K	1	3.01%	Reduced
225	Kornitzer Capital Management Shawnee Mission, Kansas	$16.1M	-$283K	1	0.19%	Reduced