← 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
276	CEP Chicago Equity Partners Chicago, Illinois	$12.4M	-$1.56M	2	0.38%	Reduced
277	RHJA Rice Hall James & Associates San Diego, California	$12.2M	-$674K	2	1.18%	Reduced
278	Putnam Investments Boston, Massachusetts	$12.2M	-$58.2M	5	0.03%	Reduced
279	MSA Mason Street Advisors Milwaukee, Wisconsin	$12.1M	-$19.5M	7	0.14%	Reduced
280	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$12M	+$1.51M	5	0.06%	Increased
281	SEI Trust Company Oaks, Pennsylvania	$12M	+$701K	3	0.13%	Increased
282	Public Employees Retirement Association of Colorado Denver, Colorado	$12M	-$1.95M	8	0.11%	Reduced
283	Manning & Napier Advisors Fairport, New York	$12M	-$564K	3	0.06%	Reduced
284	GOFM GGC Opportunity Fund Management San Francisco, California	$12M	+$1.53M	1	2.27%	Increased
285	KBC Group Brussels, Belgium	$11.9M	-$2.7M	5	0.19%	Reduced
286	CISOA Capital Investment Services of America Milwaukee, Wisconsin	$11.8M	-$55.5K	1	3.14%	Reduced
287	Fjarde Ap-fonden Stockholm, Sweden	$11.6M	-$826K	4	0.25%	Reduced
288	HCM Herndon Capital Management Atlanta, Georgia	$11.3M	-$1.2M	1	0.15%	Reduced
289	Mutual of America Capital Management New York	$11.3M	+$473K	5	0.31%	Increased
290	TCW Group Los Angeles, California	$11.3M	+$378K	2	0.05%	Increased
291	BTP Bloom Tree Partners New York	$11.3M	-$6.03M	1	2.07%	Reduced
292	Andra AP-fonden Goteborg, Sweden	$11.2M	-$151K	3	0.29%	Reduced
293	PAIM Punch & Associates Investment Management Edina, Minnesota	$11.2M	+$71.8K	1	1.74%	Increased
294	HTI Hikari Tsushin Inc Tokyo, Japan	$11.2M	+$3.12M	1	2.13%	Increased
295	RHBC R.H. Bluestein & Co Birmingham, Michigan	$11.1M	+$11.8M	4	0.78%	Increased
296	SCM Suffolk Capital Management New York	$11M	+$6.81M	1	1.48%	Increased
297	Nordea Investment Management Stockholm, Sweden	$10.8M	-$3.89M	4	0.06%	Reduced
298	WI WBI Investments Red Bank, New Jersey	$10.8M	-$18.8M	1	0.52%	Reduced
299	GTP Global Thematic Partners New York	$10.6M	+$12.2M	1	0.16%	New
300	QI Qualcomm Inc San Diego, California	$10.6M	$0	2	0.48%	Maintained