← 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	State of Michigan Retirement System Lansing, Michigan	$15.3M	+$102K	5	0.12%	Increased
252	HA Halsey Associates New Haven, Connecticut	$15.2M	-$11.6K	1	3.42%	Reduced
253	William Blair Investment Management Chicago, Illinois	$14.9M	+$3.15M	2	0.06%	Increased
254	HA Heartland Advisors Milwaukee, Wisconsin	$14.6M	-$22.6M	1	0.77%	Reduced
255	Stephens Investment Management Group Houston, Texas	$14.5M	+$1.33M	1	0.51%	Increased
256	SAM Serengeti Asset Management New York	$14.5M	+$2.04M	2	3.65%	Increased
257	BNP Paribas Asset Management Paris, France	$14.5M	-$1.01M	5	0.12%	Reduced
258	SRCM Swift Run Capital Management Charlottesville, Virginia	$14.4M	-$231K	1	8.96%	Reduced
259	Tudor Investment Corp Stamford, Connecticut	$14.4M	+$8.78M	6	0.37%	Increased
260	QI Qualcomm Inc San Diego, California	$14.3M	$0	1	1.97%	Maintained
261	Tocqueville Asset Management New York	$13.9M	-$16.5K	1	0.18%	Reduced
262	PP Paloma Partners Greenwich, Connecticut	$13.9M	-$366K	6	0.23%	Reduced
263	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$13.9M	+$9.79M	2	0.94%	Increased
264	Segall Bryant & Hamill Chicago, Illinois	$13.3M	-$138K	1	0.33%	Reduced
265	CISOA Capital Investment Services of America Milwaukee, Wisconsin	$13.2M	-$112K	1	2.51%	Reduced
266	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$13.1M	+$2.18M	1	2.94%	Increased
267	WBC Westpac Banking Corp Sydney, Australia	$13.1M	-$6.13M	3	0.14%	Reduced
268	Envestnet Asset Management Chicago, Illinois	$13M	+$1.88M	7	0.06%	Increased
269	CAM Capstone Asset Management Houston, Texas	$13M	+$3.88M	5	0.37%	Increased
270	Natixis Paris, France	$12.9M	+$3.33M	2	0.22%	Increased
271	RC Reik & Co New York	$12.9M	-$115K	1	4.66%	Reduced
272	QIM Quantitative Investment Management Charlottesville, Virginia	$12.8M	+$2.33M	4	0.62%	Increased
273	PP PDT Partners New York	$12.7M	+$3.14M	3	0.79%	Increased
274	SHA Smith Hayes Advisers Lincoln, Nebraska	$12.6M	+$329K	1	2.56%	Increased
275	Oregon Public Employees Retirement Fund Tigard, Oregon	$12.5M	+$139K	6	0.29%	Increased