← 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
226	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$19M	+$514K	1	4.01%	Increased
227	PCM Pennant Capital Management Summit, New Jersey	$18.9M	-$9.98M	1	0.89%	Reduced
228	FQ First Quadrant Glendale, California	$18.9M	-$6.66M	4	0.37%	Reduced
229	Mutual of America Capital Management New York	$18.3M	+$613K	7	0.32%	Increased
230	ACI AMP Capital Investors Sydney, Australia	$18.2M	+$334K	5	0.11%	Increased
231	NHAS Novo Holdings A/S Hellerup, Denmark	$18.2M	$0	1	1.94%	Maintained
232	BC Beaconlight Capital New York	$18.1M	-$11.8M	1	11.48%	Reduced
233	Thornburg Investment Management Santa Fe, New Mexico	$18M	-$231K	2	0.15%	Reduced
234	SFM Systematic Financial Management Teaneck, New Jersey	$18M	-$42.8M	4	0.32%	Reduced
235	MCG Meru Capital Group New York	$17.8M	+$10.9M	2	5.64%	Increased
236	SCM Stevens Capital Management Radnor, Pennsylvania	$17.8M	+$17.3M	2	0.68%	Increased
237	FPC Falcon Point Capital San Francisco, California	$17.7M	+$16.6M	1	2.36%	New
238	GC GMT Capital Atlanta, Georgia	$17.6M	+$13M	1	0.37%	Increased
239	QS Investors New York	$17.6M	-$5.23M	9	0.15%	Reduced
240	SAM Serengeti Asset Management New York	$17.4M	+$5.56M	1	3.39%	Increased
241	Axa Paris, France	$17.4M	-$1.03M	4	0.08%	Reduced
242	SCM Symons Capital Management Pittsburgh, Pennsylvania	$17.1M	-$6.34M	1	4.23%	Reduced
243	Arizona State Retirement System Phoenix, Arizona	$16.9M	+$37.4K	7	0.24%	Increased
244	Braun Stacey Associates New York	$16.8M	+$307K	1	1.07%	Increased
245	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$16.7M	-$1.66M	3	0.31%	Reduced
246	HA Halsey Associates New Haven, Connecticut	$16.6M	-$122K	1	3.52%	Reduced
247	State of Michigan Retirement System Lansing, Michigan	$16.6M	-$1.66M	6	0.13%	Reduced
248	1832 Asset Management Toronto, Ontario, Canada	$16.5M	+$15.4M	2	0.06%	Increased
249	D.A. Davidson & Co Great Falls, Montana	$16.5M	-$231K	8	0.4%	Reduced
250	Lazard Asset Management New York	$16.2M	+$16M	1	0.03%	Increased