← 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	SAM Senzar Asset Management New York	$16.8M	+$17.1M	1	4.13%	New
252	CEP Chicago Equity Partners Chicago, Illinois	$16.7M	+$9.53M	6	0.45%	Increased
253	HA Halsey Associates New Haven, Connecticut	$16.6M	-$1.3M	1	3.4%	Reduced
254	CISOA Capital Investment Services of America Milwaukee, Wisconsin	$16.5M	-$110K	1	2.84%	Reduced
255	Arizona State Retirement System Phoenix, Arizona	$16.4M	-$211K	7	0.23%	Reduced
256	MPAM Monarch Partners Asset Management Boston, Massachusetts	$16.4M	+$1.67M	1	1.62%	Increased
257	Aberdeen Asset Management Aberdeen, United Kingdom	$16.3M	+$7.58M	4	0.05%	Increased
258	Crestwood Advisors Group Boston, Massachusetts	$16.2M	+$139K	1	1.38%	Increased
259	CC Cipher Capital New York	$16.2M	-$6.48M	3	1.27%	Reduced
260	State of Michigan Retirement System Lansing, Michigan	$16.2M	+$326	6	0.12%	Increased
261	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$15.9M	+$313K	2	0.31%	Increased
262	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$15.9M	-$32.1K	3	0.02%	Reduced
263	OA Oak Associates Akron, Ohio	$15.7M	+$2.24M	2	1.18%	Increased
264	MFAM Motley Fool Asset Management Alexandria, Virginia	$15.7M	$0	1	3.24%	Maintained
265	TCGI Three Corner Global Investors New York	$15.5M	+$4.96M	1	4.55%	Increased
266	SCM Symons Capital Management Pittsburgh, Pennsylvania	$15.2M	+$11.8K	1	3.7%	Increased
267	British Columbia Investment Management Victoria, British Columbia, Canada	$15M	-$239K	3	0.12%	Reduced
268	Walleye Trading New York	$15M	+$8.18M	6	0.09%	Increased
269	Bahl & Gaynor Cincinnati, Ohio	$14.9M	+$42.2K	1	0.17%	Increased
270	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$14.8M	+$1.06M	3	0.04%	Increased
271	CAM Capstone Asset Management Houston, Texas	$14.7M	-$99.3K	6	0.41%	Reduced
272	Rockefeller Financial Services New York	$14.5M	+$237K	2	0.29%	Increased
273	DIA Dean Investment Associates Beavercreek, Ohio	$14.4M	+$3.22M	3	2.2%	Increased
274	PP Paloma Partners Greenwich, Connecticut	$14.4M	+$2.07M	6	0.17%	Increased
275	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$14.3M	-$9.65M	2	1.04%	Reduced