← 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	Jefferies Group New York	$20.1M	+$16.3M	7	0.13%	Increased
227	FQ First Quadrant Glendale, California	$20.1M	+$2.37M	4	0.4%	Increased
228	1WCM 12 West Capital Management New York	$20M	$0	1	3.38%	Maintained
229	JCM JS Capital Management New York	$20M	+$19.1M	2	9.6%	New
230	SG Americas Securities New York	$19.9M	-$12.7M	11	0.18%	Reduced
231	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$19.8M	+$19.9M	1	0.86%	New
232	1832 Asset Management Toronto, Ontario, Canada	$19.6M	+$3.22M	3	0.09%	Increased
233	CCMH Cornerstone Capital Management Holdings New York	$19.6M	+$1.57M	3	0.15%	Increased
234	Capstone Investment Advisors New York	$19.5M	-$6.65M	4	0.53%	Reduced
235	Mutual of America Capital Management New York	$19.2M	+$510K	7	0.33%	Increased
236	CCMLC Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut	$19.2M	+$5.28M	2	0.76%	Increased
237	Thornburg Investment Management Santa Fe, New Mexico	$18.9M	+$507K	2	0.14%	Increased
238	PHS Pekin Hardy Strauss Chicago, Illinois	$18.9M	-$12M	1	2.97%	Reduced
239	SEI Investments Oaks, Pennsylvania	$18.7M	+$6.23M	11	0.07%	Increased
240	HP Hikari Power Tokyo, Japan	$18.7M	$0	1	2.52%	Maintained
241	Kennedy Capital Management St Louis, Missouri	$18.7M	+$355K	2	0.36%	Increased
242	Korea Investment Corp Seoul, South Korea	$18.6M	-$17.8M	4	0.09%	Reduced
243	Snyder Capital Management San Francisco, California	$18.5M	+$18.5M	1	0.98%	New
244	RMCP Red Mountain Capital Partners Los Angeles, California	$18.4M	$0	1	5.97%	Maintained
245	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$18.2M	+$90K	1	3.79%	Increased
246	FPC Falcon Point Capital San Francisco, California	$17.9M	-$46.1K	1	2.41%	Reduced
247	GC GMT Capital Atlanta, Georgia	$17.8M	+$1.37M	1	0.38%	Increased
248	QS Investors New York	$17.5M	+$1.18M	9	0.15%	Increased
249	Axa Paris, France	$17.3M	+$1.35M	4	0.08%	Increased
250	ACI AMP Capital Investors Sydney, Australia	$17.1M	+$8.18K	4	0.1%	Increased