← 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	Korea Investment Corp Seoul, South Korea	$19.6M	+$1.95M	3	0.09%	Increased
227	OMERS Administration Corp Toronto, Ontario, Canada	$19.5M	+$17.9M	4	0.22%	Increased
228	Snyder Capital Management San Francisco, California	$19.2M	+$3.76M	1	0.96%	Increased
229	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$19.1M	+$2.45M	1	3.97%	Increased
230	Brandywine Global Investment Management Philadelphia, Pennsylvania	$19M	-$318K	2	0.12%	Reduced
231	PineBridge Investments New York	$18.8M	+$6.36M	3	0.45%	Increased
232	Channing Capital Management Chicago, Illinois	$18.6M	+$19.6M	1	0.7%	New
233	HP Hikari Power Tokyo, Japan	$18.5M	+$1.41M	1	2.4%	Increased
234	Arrowstreet Capital Boston, Massachusetts	$18.4M	-$11.7M	5	0.05%	Reduced
235	Envestnet Asset Management Chicago, Illinois	$18.4M	+$4.35M	10	0.04%	Increased
236	Kennedy Capital Management St Louis, Missouri	$18.3M	-$6.06M	2	0.33%	Reduced
237	Aristeia Capital Greenwich, Connecticut	$17.7M	+$14.3M	1	0.69%	Increased
238	RCM Riverhead Capital Management Wilmington, Delaware	$17.6M	+$4.51M	7	0.82%	Increased
239	Squarepoint New York	$17.5M	-$12M	7	0.34%	Reduced
240	TAM Tyers Asset Management Austin, Texas	$17.3M	+$4.47M	5	0.63%	Increased
241	PHS Pekin Hardy Strauss Chicago, Illinois	$17.3M	-$637K	1	3.24%	Reduced
242	Aberdeen Group Edinburgh, United Kingdom	$17.3M	+$17.4M	4	0.03%	New
243	CCMH Cornerstone Capital Management Holdings New York	$17.1M	-$1.21M	4	0.13%	Reduced
244	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$17.1M	+$2.36M	3	0.32%	Increased
245	FPF FNY Partners Fund New York	$17M	+$16.9M	3	2.89%	Increased
246	ACI AMP Capital Investors Sydney, Australia	$16.9M	+$609K	4	0.1%	Increased
247	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$16.8M	$0	1	0.7%	Maintained
248	TPSF Texas Permanent School Fund Austin, Texas	$16.7M	-$4.68M	7	0.21%	Reduced
249	CC Cipher Capital New York	$16.5M	+$837K	4	1.25%	Increased
250	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$16.4M	+$333K	2	1.12%	Increased