← 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 Tennessee, Department of Treasury Nashville, Tennessee	$15.2M	-$8.51M	4	0.08%	Reduced
252	Envestnet Asset Management Chicago, Illinois	$15.2M	+$3.75M	8	0.06%	Increased
253	CCMH Cornerstone Capital Management Holdings New York	$15.1M	-$20.7M	4	0.12%	Reduced
254	Walleye Trading New York	$14.9M	+$6.56M	5	0.1%	Increased
255	Hardman Johnston Global Advisors Stamford, Connecticut	$14.8M	-$197K	1	0.72%	Reduced
256	RC Reik & Co New York	$14.7M	$0	1	5.06%	Maintained
257	Baird Financial Group Milwaukee, Wisconsin	$14.6M	+$6.44M	5	0.13%	Increased
258	HA Halsey Associates New Haven, Connecticut	$14.4M	-$46.5K	1	3.22%	Reduced
259	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$14.4M	-$7.19M	1	0.21%	Reduced
260	WBC Westpac Banking Corp Sydney, Australia	$14.4M	-$5.6M	3	0.14%	Reduced
261	SAM Sandell Asset Management New York	$14.2M	+$195K	2	3.89%	Increased
262	FCG FrontFour Capital Group Greenwich, Connecticut	$14.1M	-$3.12M	1	4.52%	Reduced
263	BNP Paribas Financial Markets Paris, France	$14.1M	-$1.65M	9	0.07%	Reduced
264	Foresters Investment Management New York	$14M	+$103K	2	0.25%	Increased
265	Employees Retirement System of Texas Austin, Texas	$14M	+$1.18M	3	0.19%	Increased
266	SEI Investments Oaks, Pennsylvania	$13.9M	+$2.97M	9	0.07%	Increased
267	DZ Bank Frankfurt Am Main, Germany	$13.6M	+$13.2M	3	0.07%	New
268	CISOA Capital Investment Services of America Milwaukee, Wisconsin	$13.4M	-$4.29K	1	2.53%	Reduced
269	CCMLC Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut	$13.4M	+$12M	1	0.57%	New
270	CC Cognios Capital Leawood, Kansas	$13M	-$1.17M	1	3.97%	Reduced
271	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$13M	-$4.21M	3	0.03%	Reduced
272	United Capital Financial Advisors Irving, Texas	$12.7M	+$1.46M	4	0.12%	Increased
273	PAS Professional Advisory Services Vero Beach, Florida	$12.7M	+$611K	1	2.95%	Increased
274	Crestwood Advisors Group Boston, Massachusetts	$12.5M	+$274K	1	1.21%	Increased
275	HCMT Highland Capital Management (Texas) Dallas, Texas	$12.5M	+$10.5M	2	0.58%	Increased