← 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	PHS Pekin Hardy Strauss Chicago, Illinois	$17M	-$342K	1	3.09%	Reduced
252	3CP 3G Capital Partners New York	$16.9M	-$15.8M	1	0.96%	Reduced
253	SAM Serengeti Asset Management New York	$16.9M	-$10.5M	1	3.31%	Reduced
254	Rockefeller Financial Services New York	$16.7M	+$2.04M	1	0.26%	Increased
255	Teacher Retirement System of Texas Austin, Texas	$16.6M	+$14.4M	10	0.11%	Increased
256	Massachusetts Financial Services Boston, Massachusetts	$16.5M	+$6.5M	2	0.01%	Increased
257	Bahl & Gaynor Cincinnati, Ohio	$16.3M	-$122K	1	0.17%	Reduced
258	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$16.3M	-$231K	3	0.04%	Reduced
259	SG Americas Securities New York	$16.1M	+$4.59M	9	0.15%	Increased
260	OAM Oxford Asset Management Oxford, United Kingdom	$15.9M	-$8.65M	5	0.34%	Reduced
261	EP Elkfork Partners Portland, Oregon	$15.8M	+$1.99M	5	0.43%	Increased
262	FPC Falcon Point Capital San Francisco, California	$15.7M	+$2.02M	2	2.65%	Increased
263	ECM Endurant Capital Management San Mateo, California	$15.5M	-$3.66M	1	4.74%	Reduced
264	CISOA Capital Investment Services of America Milwaukee, Wisconsin	$15.5M	-$1.97M	1	2.46%	Reduced
265	State of New Jersey Common Pension Fund D Trenton, New Jersey	$15.4M	$0	4	0.06%	Maintained
266	British Columbia Investment Management Victoria, British Columbia, Canada	$15.4M	+$468K	3	0.11%	Increased
267	OA Oak Associates Akron, Ohio	$15.3M	-$668K	2	1.08%	Reduced
268	Nomura Asset Management Tokyo, Japan	$15.1M	-$758K	4	0.18%	Reduced
269	TC Tavio Capital New York	$15.1M	+$12.9M	1	8.24%	New
270	DP DSAM Partners London, United Kingdom	$15.1M	+$14.1M	1	2.53%	New
271	FCM Flinton Capital Management Philadelphia, Pennsylvania	$15M	+$1.99M	6	0.51%	Increased
272	USAA United Services Automobile Association San Antonio, Texas	$15M	-$3.13M	3	0.04%	Reduced
273	State of Michigan Retirement System Lansing, Michigan	$14.9M	-$654K	6	0.12%	Reduced
274	MFWM Motley Fool Wealth Management Alexandria, Virginia	$14.5M	-$503K	1	1.12%	Reduced
275	CEP Chicago Equity Partners Chicago, Illinois	$14.5M	+$1.94M	5	0.44%	Increased