← 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	TSU TD Securities (USA) New York	$10.6M	-$545K	2	0.16%	Reduced
277	Zurich Cantonal Bank Zurich, Switzerland	$10.6M	+$3.36M	5	0.15%	Increased
278	Parallax Volatility Advisers San Francisco, California	$10.5M	+$6.92M	5	0.02%	Increased
279	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$10.5M	$0	1	2.11%	Maintained
280	SHA Smith Hayes Advisers Lincoln, Nebraska	$10.3M	+$47.8K	1	2.06%	Increased
281	Great Lakes Advisors Chicago, Illinois	$10.3M	-$2.27M	2	0.32%	Reduced
282	Aristeia Capital Greenwich, Connecticut	$10.3M	+$5.46M	1	0.56%	Increased
283	SGCA Steel Grove Capital Advisors Memphis, Tennessee	$10.2M	+$10.2M	2	2.29%	New
284	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$10M	+$1.54M	3	0.2%	Increased
285	GCP GSA Capital Partners London, United Kingdom	$9.8M	+$3.42M	7	0.39%	Increased
286	USAA United Services Automobile Association San Antonio, Texas	$9.75M	+$566K	2	0.03%	Increased
287	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$9.74M	-$1.36M	5	0.17%	Reduced
288	Envestnet Asset Management Chicago, Illinois	$9.62M	+$8.4M	6	0.05%	Increased
289	ProShare Advisors Bethesda, Maryland	$9.56M	-$1.29M	5	0.11%	Reduced
290	PAIM Punch & Associates Investment Management Edina, Minnesota	$9.54M	+$160K	1	1.19%	Increased
291	FDCC Foster Dykema Cabot & Co Waltham, Massachusetts	$9.38M	+$81K	1	2.3%	Increased
292	Fjarde Ap-fonden Stockholm, Sweden	$9.38M	-$1.42M	3	0.22%	Reduced
293	Two Sigma Investments New York	$9.27M	-$29.9M	4	0.04%	Reduced
294	Artisan Partners Milwaukee, Wisconsin	$9.26M	-$5.36M	1	0.02%	Reduced
295	1WCM 12 West Capital Management New York	$9.2M	$0	1	1.02%	Maintained
296	Daiwa Securities Group Tokyo, Japan	$9.09M	+$904K	4	0.06%	Increased
297	AT Acadia Trust Portland, Maine	$9.07M	-$88.2K	1	3.2%	Reduced
298	MSA Mason Street Advisors Milwaukee, Wisconsin	$9.06M	-$8.54M	6	0.27%	Reduced
299	Bahl & Gaynor Cincinnati, Ohio	$9.04M	-$219K	2	0.12%	Reduced
300	FCI Financial Counselors Inc Overland Park, Kansas	$9.04M	+$136K	1	0.56%	Increased