← 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	SRCM Swift Run Capital Management Charlottesville, Virginia	$13.1M	+$149K	1	6.75%	Increased
252	TCW Group Los Angeles, California	$13M	-$487K	2	0.05%	Reduced
253	Lazard Asset Management New York	$12.8M	-$2.49M	3	0.03%	Reduced
254	QI Qualcomm Inc San Diego, California	$12.8M	$0	2	0.9%	Maintained
255	LPL Financial San Diego, California	$12.7M	+$13.8K	3	0.08%	Increased
256	ProShare Advisors Bethesda, Maryland	$12.5M	-$1.26M	7	0.17%	Reduced
257	Asset Management One Tokyo, Japan	$12.5M	+$1.41M	6	0.17%	Increased
258	EBIM Eagle Boston Investment Management Boston, Massachusetts	$12.4M	-$268K	1	0.68%	Reduced
259	GGI Godsey & Gibb Inc Richmond, Virginia	$12.3M	+$596K	1	2.31%	Increased
260	PP PDT Partners New York	$12.2M	-$10.8M	2	0.31%	Reduced
261	SFM Stack Financial Management Whitefish, Montana	$12.2M	-$40.7K	1	1.55%	Reduced
262	Nomura Holdings Tokyo, Japan	$11.7M	+$1.14M	7	0.03%	Increased
263	Sterling Capital Management Charlotte, North Carolina	$11.5M	-$1.33M	3	0.14%	Reduced
264	State of Tennessee, Department of Treasury Nashville, Tennessee	$11.5M	+$1.53M	5	0.07%	Increased
265	GL GLG LLC New York	$11.4M	+$1.17M	4	0.3%	Increased
266	SGA Sector Gamma AS Oslo, Norway	$11.4M	-$917K	1	2.67%	Reduced
267	OAM Oxford Asset Management Oxford, United Kingdom	$11.1M	+$2.06M	2	0.25%	Increased
268	CISOA Capital Investment Services of America Milwaukee, Wisconsin	$11M	-$148K	1	2.8%	Reduced
269	NG NatWest Group Edinburgh, Scotland, United Kingdom	$11M	-$1.16M	3	0.09%	Reduced
270	Los Angeles Capital Management Los Angeles, California	$11M	-$36.3M	2	0.13%	Reduced
271	City National Bank Beverly Hills, Delaware	$10.9M	-$7.25M	1	0.1%	Reduced
272	DCM Dupont Capital Management Wilmington, Delaware	$10.8M	+$1.47M	3	0.19%	Increased
273	Bridgeway Capital Management Houston, Texas	$10.8M	+$2.59M	3	0.27%	Increased
274	Jefferies Group New York	$10.6M	+$9.66M	4	0.07%	Increased
275	GP GLG Partners London, United Kingdom	$10.6M	+$10.7M	2	0.24%	New