← 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	Crestwood Advisors Group Boston, Massachusetts	$16.3M	+$182K	1	1.4%	Increased
252	ECM Endurant Capital Management San Mateo, California	$16.3M	+$5.34M	1	4.93%	Increased
253	USAA United Services Automobile Association San Antonio, Texas	$16M	+$6.52M	4	0.05%	Increased
254	CISOA Capital Investment Services of America Milwaukee, Wisconsin	$15.9M	-$351K	1	2.68%	Reduced
255	HA Halsey Associates New Haven, Connecticut	$15.7M	-$699K	1	3.09%	Reduced
256	MFAM Motley Fool Asset Management Alexandria, Virginia	$15.5M	$0	1	3.1%	Maintained
257	KBC Group Brussels, Belgium	$15.1M	+$3.08M	6	0.14%	Increased
258	Highbridge Capital Management New York	$15.1M	-$12.8M	2	0.23%	Reduced
259	Bahl & Gaynor Cincinnati, Ohio	$14.9M	+$199K	1	0.16%	Increased
260	RMCP Red Mountain Capital Partners Los Angeles, California	$14.9M	$0	1	4.66%	Maintained
261	ARTA A.R.T. Advisors New York	$14.9M	+$7.72M	7	0.76%	Increased
262	SAM Sentinel Asset Management Montpelier, Vermont	$14.9M	+$2.15M	1	0.36%	Increased
263	OA Oak Associates Akron, Ohio	$14.7M	+$421K	2	1.09%	Increased
264	Crossmark Global Holdings Houston, Texas	$14.7M	+$14.6M	6	0.38%	New
265	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$14.4M	-$3.28M	3	0.02%	Reduced
266	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$14.3M	+$305K	3	0.03%	Increased
267	RC Reik & Co New York	$14.2M	-$27.4K	1	4.75%	Reduced
268	State of New Jersey Common Pension Fund D Trenton, New Jersey	$14.2M	$0	4	0.06%	Maintained
269	State of Michigan Retirement System Lansing, Michigan	$13.9M	-$1.85M	6	0.11%	Reduced
270	Jefferies Group New York	$13.8M	-$6.03M	7	0.09%	Reduced
271	PP Paloma Partners Greenwich, Connecticut	$13.7M	+$117K	6	0.19%	Increased
272	Wolverine Asset Management Chicago, Illinois	$13.7M	+$13.5M	4	0.15%	Increased
273	MFWM Motley Fool Wealth Management Alexandria, Virginia	$13.7M	+$283K	1	1.16%	Increased
274	Nomura Asset Management Tokyo, Japan	$13.6M	-$230K	4	0.18%	Reduced
275	PAS Professional Advisory Services Vero Beach, Florida	$13.6M	-$283K	1	2.9%	Reduced