← 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	Bellevue Group Kuesnacht, Switzerland	$31.3M	+$4.32M	2	0.5%	Increased
202	STRS Ohio Columbus, Ohio	$30.7M	+$12.1M	7	0.13%	Increased
203	TCP ThornTree Capital Partners Boston, Massachusetts	$30.5M	+$30.3M	1	8.4%	New
204	AIG American International Group New York	$30.5M	+$672K	12	0.12%	Increased
205	SC Sasco Capital Fairfield, Connecticut	$30.5M	-$12.2M	1	4.19%	Reduced
206	Aviva London, United Kingdom	$30.4M	+$6.84M	7	0.18%	Increased
207	MC Martin Currie Edinburgh, United Kingdom	$30.3M	+$3.37M	1	1.68%	Increased
208	MSL Mackay Shields LLC New York	$29.9M	+$16.9M	4	0.21%	Increased
209	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$29.6M	+$6.76M	10	0.18%	Increased
210	Gateway Investment Advisers Cincinnati, Ohio	$29.4M	-$2.38M	4	0.29%	Reduced
211	KXA KPCB XII Associates Menlo Park, California	$29.4M	$0	1	97.41%	Maintained
212	NN Investment Partners Holdings The Hague, Netherlands	$28.7M	-$4M	3	0.2%	Reduced
213	Point72 Asset Management Stamford, Connecticut	$28.7M	+$8.66M	1	0.15%	Increased
214	NSCM New South Capital Management Memphis, Tennessee	$28.7M	-$288K	1	0.8%	Reduced
215	PVI Pura Vida Investments New York	$28.5M	+$1.67M	1	2.5%	Increased
216	ACI AMP Capital Investors Sydney, Australia	$28.1M	+$8.98M	4	0.15%	Increased
217	CIBC World Markets New York	$28M	+$2.59M	5	0.18%	Increased
218	Chicago Capital Chicago, Illinois	$28M	+$4.57M	1	1.71%	Increased
219	Zurich Insurance Group Zurich, Switzerland	$27M	+$18.9M	1	0.49%	Increased
220	Los Angeles Capital Management Los Angeles, California	$26.9M	-$19M	8	0.13%	Reduced
221	O'Shaughnessy Asset Management Stamford, Connecticut	$26.8M	-$5.27M	10	0.6%	Reduced
222	Stifel Financial St. Louis, Missouri	$26.7M	+$1.65M	9	0.06%	Increased
223	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$26.3M	-$5.48M	8	0.37%	Reduced
224	HT HAP Trading New York	$26.2M	-$15.1M	2	1.44%	Reduced
225	BAMCO Inc New York	$26.2M	$0	1	0.1%	Maintained