← 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	WMC Westwood Management Corporation Chicago, Illinois	$24.5M	-$942K	1	3.01%	Reduced
227	Crestwood Advisors Group Boston, Massachusetts	$24.4M	-$42.9K	1	1.71%	Reduced
228	Lazard Asset Management New York	$24.1M	+$5.91M	5	0.04%	Increased
229	Stifel Financial St. Louis, Missouri	$24.1M	+$853K	9	0.07%	Increased
230	AIM Assured Investment Management New York	$23.7M	+$4.21M	5	0.43%	Increased
231	TI Think Investments San Francisco, California	$23.6M	-$10.8M	1	8.55%	Reduced
232	Sit Investment Associates Minneapolis, Minnesota	$23.4M	+$3.75M	1	0.6%	Increased
233	1C 1060 Capital Denver, Colorado	$23.4M	+$26.4M	1	10.97%	New
234	MFAM Motley Fool Asset Management Alexandria, Virginia	$23.4M	+$28.9K	1	2.84%	Increased
235	MCIM Meadow Creek Investment Management Atlanta, Georgia	$23.3M	-$3.14M	8	0.46%	Reduced
236	MetLife Investment Management Whippany, New Jersey	$23.1M	+$1.46M	11	0.24%	Increased
237	Advisors Asset Management Monument, Colorado	$23M	+$2.03M	4	0.38%	Increased
238	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$22.6M	+$11.4M	1	0.51%	Increased
239	SCM Stevens Capital Management Radnor, Pennsylvania	$22.5M	+$14.7M	7	0.82%	Increased
240	Great Lakes Advisors Chicago, Illinois	$22.3M	-$14.8M	3	0.49%	Reduced
241	Holocene Advisors New York	$22.1M	+$23.3M	4	0.36%	Increased
242	RI Redwood Investments Boston, Massachusetts	$22M	+$3.95M	2	1.71%	Increased
243	British Columbia Investment Management Victoria, British Columbia, Canada	$21.7M	-$3.49M	3	0.23%	Reduced
244	Crossmark Global Holdings Houston, Texas	$21.7M	+$814K	8	0.55%	Increased
245	Rockefeller Capital Management New York	$21.6M	-$536K	4	0.33%	Reduced
246	PFC Poplar Forest Capital Pasadena, California	$21.6M	+$4.22M	1	1.64%	Increased
247	RCM Riverhead Capital Management Wilmington, Delaware	$21.5M	-$2.08M	10	0.78%	Reduced
248	NONA Ninety One North America New York	$21.4M	+$4.96M	1	1.83%	Increased
249	ACI AMP Capital Investors Sydney, Australia	$21.4M	+$4.19M	6	0.12%	Increased
250	Summit Partners Public Asset Management Boston, Massachusetts	$21.3M	+$359K	2	1.44%	Increased