← 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
251	Nisa Investment Advisors St. Louis, Missouri	$13.3M	+$611K	5	0.19%	Increased
252	I.G. Investment Management Winnipeg, Manitoba, Canada	$13.1M	+$1M	3	0.04%	Increased
253	Lazard Asset Management New York	$12.9M	+$13.2M	3	0.03%	Increased
254	RG Renaissance Group Covington, Kentucky	$12.9M	+$869K	1	0.49%	Increased
255	MSA Mason Street Advisors Milwaukee, Wisconsin	$12.9M	-$1.04M	6	0.1%	Reduced
256	SRCM Swift Run Capital Management Charlottesville, Virginia	$12.8M	+$6.23M	1	5.58%	Increased
257	Sterling Capital Management Charlotte, North Carolina	$12.8M	-$4.16M	3	0.11%	Reduced
258	TCW Group Los Angeles, California	$12.7M	+$147K	2	0.05%	Increased
259	CC Coastland Capital Palo Alto, California	$12.7M	-$2.75M	1	0.66%	Reduced
260	SGA Sector Gamma AS Oslo, Norway	$12.6M	+$1.4M	1	2.99%	Increased
261	Allstate Corporation Northbrook, Illinois	$12.6M	+$5.55M	1	0.34%	Increased
262	SFM Stack Financial Management Whitefish, Montana	$12.6M	+$104K	1	1.53%	Increased
263	Kennedy Capital Management St Louis, Missouri	$12.4M	+$2.42M	3	0.23%	Increased
264	QI Qualcomm Inc San Diego, California	$12.3M	$0	2	0.7%	Maintained
265	1832 Asset Management Toronto, Ontario, Canada	$12.2M	-$8.49M	1	0.04%	Reduced
266	NG NatWest Group Edinburgh, Scotland, United Kingdom	$11.8M	+$76.8K	3	0.5%	Increased
267	Diamond Hill Capital Management Columbus, Ohio	$11.8M	-$3.29M	1	0.09%	Reduced
268	LCS Levin Capital Strategies New York	$11.7M	+$12.2M	1	0.18%	New
269	LPL Financial San Diego, California	$11.6M	+$5.62M	5	0.07%	Increased
270	SCCM Schafer Cullen Capital Management New York	$11.6M	+$774K	1	0.11%	Increased
271	CISOA Capital Investment Services of America Milwaukee, Wisconsin	$11.5M	+$22.3K	1	2.84%	Increased
272	Veritas Asset Management London, United Kingdom	$11.4M	$0	1	0.19%	Maintained
273	Zurich Cantonal Bank Zurich, Switzerland	$11.1M	-$4.33M	4	0.33%	Reduced
274	Public Employees Retirement Association of Colorado Denver, Colorado	$11M	-$533K	8	0.09%	Reduced
275	Fjarde Ap-fonden Stockholm, Sweden	$11M	-$788K	4	0.22%	Reduced