← 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	$25.2M	-$3.03M	1	2.82%	Reduced
202	QS Investors New York	$24.6M	-$2.82M	8	0.21%	Reduced
203	EC Engaged Capital Newport Beach, California	$24.5M	$0	1	8.63%	Maintained
204	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$24.2M	-$1.13M	2	0.26%	Reduced
205	Edge Asset Management Seattle, Washington	$23.8M	-$7.33K	1	0.21%	Reduced
206	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$23.5M	+$1.78M	2	0.21%	Increased
207	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$23.4M	-$11M	3	0.26%	Reduced
208	Capital International Investors Los Angeles, California	$23.3M	$0	1	0.03%	Maintained
209	Hudson Bay Capital Management Stamford, Connecticut	$23.3M	+$18.7M	2	0.72%	Increased
210	H Hexavest Montreal, Quebec, Canada	$23.2M	-$1.22M	2	0.35%	Reduced
211	CC Carlson Capital Dallas, Texas	$23M	-$19.6M	2	0.29%	Reduced
212	OAM Oxford Asset Management Oxford, United Kingdom	$22.9M	+$1.98M	3	0.75%	Increased
213	HHC Hutchin Hill Capital New York	$22.4M	-$11M	5	0.75%	Reduced
214	Mackenzie Financial Toronto Ontario, Ontario, Canada	$22M	+$18.6M	3	0.12%	Increased
215	British Columbia Investment Management Victoria, British Columbia, Canada	$21.6M	-$3.14M	3	0.19%	Reduced
216	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$21.2M	-$6.48M	1	0.34%	Reduced
217	HP Hikari Power Tokyo, Japan	$21.1M	$0	1	2.44%	Maintained
218	SCM Symons Capital Management Pittsburgh, Pennsylvania	$21.1M	+$38.2K	1	4.91%	Increased
219	Första AP-fonden Stockholm, Sweden	$20.9M	+$20.5M	1	0.61%	New
220	Andra AP-fonden Goteborg, Sweden	$20.7M	+$2.76M	3	0.53%	Increased
221	TPSF Texas Permanent School Fund Austin, Texas	$20.2M	-$1.07M	6	0.27%	Reduced
222	WCMNY Westchester Capital Management (New York) Valhalla, New York	$20.1M	+$19.3M	1	0.46%	New
223	Kennedy Capital Management St Louis, Missouri	$20.1M	+$1.31M	3	0.41%	Increased
224	BNP Paribas Financial Markets Paris, France	$20.1M	-$14.1M	9	0.09%	Reduced
225	RCM Riverhead Capital Management Wilmington, Delaware	$19.8M	-$1.14M	7	0.64%	Reduced