← 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	NIM Nexus Investment Management Toronto, Ontario, Canada	$18.5M	+$113K	1	3.64%	Increased
202	QI Qualcomm Inc San Diego, California	$18.2M	-$2.32M	2	2.53%	Reduced
203	ORIO Old Republic International (ORI) Chicago, Illinois	$18M	$0	1	1%	Maintained
204	LMR Partners London, United Kingdom	$17.9M	-$1.91M	3	2.48%	Reduced
205	SCM Symons Capital Management Pittsburgh, Pennsylvania	$17.9M	-$92.4K	1	4.09%	Reduced
206	CC Carlson Capital Dallas, Texas	$17.9M	+$17.3M	1	0.2%	New
207	Edge Asset Management Seattle, Washington	$17.8M	+$1.61M	1	0.16%	Increased
208	Martingale Asset Management Boston, Massachusetts	$17.8M	+$137K	3	0.42%	Increased
209	Asset Management One Tokyo, Japan	$17.8M	+$1.82M	5	0.22%	Increased
210	FCM Force Capital Management New York	$17.6M	-$4.71M	1	2.72%	Reduced
211	Marshall Wace London, United Kingdom	$17.6M	+$16.6M	1	0.23%	New
212	RHJA Rice Hall James & Associates San Diego, California	$17.5M	-$1.75M	2	1.01%	Reduced
213	State of Michigan Retirement System Lansing, Michigan	$17.3M	-$30.5M	5	0.12%	Reduced
214	ARC Absolute Return Capital Boston, Massachusetts	$17.2M	-$9.84M	2	0.45%	Reduced
215	FAM Foundation Asset Management White Plains, New York	$16.9M	-$26.4M	1	4.32%	Reduced
216	Commerzbank Aktiengesellschaft Frankfurt, Germany	$16.8M	+$1.66M	5	0.1%	Increased
217	Private Management Group Irvine, California	$16.7M	-$287K	1	1.07%	Reduced
218	Capital Fund Management (CFM) Paris, France	$16.7M	-$671K	2	0.23%	Reduced
219	SFM Stack Financial Management Whitefish, Montana	$16.6M	-$1.18M	1	2%	Reduced
220	VDBMI Van Den Berg Management I Austin, Texas	$16.5M	+$15.6M	1	1.72%	New
221	AGC Angelo Gordon & Co New York	$16.4M	$0	1	0.81%	Maintained
222	Calamos Advisors Naperville, Illinois	$16.1M	+$11.8M	3	0.1%	Increased
223	CISOA Capital Investment Services of America Milwaukee, Wisconsin	$16.1M	-$36K	1	3.69%	Reduced
224	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$15.8M	+$10.7M	2	0.12%	Increased
225	Nisa Investment Advisors St. Louis, Missouri	$15.8M	-$539K	5	0.22%	Reduced