← 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	Great Lakes Advisors Chicago, Illinois	$11.3M	-$120K	2	0.34%	Reduced
277	Artisan Partners Milwaukee, Wisconsin	$11.3M	+$1.98M	1	0.02%	Increased
278	Robeco Schweiz Zurich, Switzerland	$11.2M	-$1.7M	2	0.93%	Reduced
279	Rockefeller Financial Services New York	$11.2M	-$57.6K	2	0.23%	Reduced
280	RG Redmile Group San Francisco, California	$11.1M	-$10.3M	1	0.91%	Reduced
281	GGI Godsey & Gibb Inc Richmond, Virginia	$11.1M	-$1.98M	1	1.98%	Reduced
282	SAM Serengeti Asset Management New York	$11M	-$4.84M	1	1%	Reduced
283	SAM Sentinel Asset Management Montpelier, Vermont	$10.9M	+$10.8M	1	0.25%	New
284	IRF IBM Retirement Fund Armonk, New York	$10.9M	-$232K	4	0.21%	Reduced
285	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$10.8M	+$144K	2	0.22%	Increased
286	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$10.7M	+$96.4K	1	2.13%	Increased
287	GCP GSA Capital Partners London, United Kingdom	$10.7M	+$507K	6	0.41%	Increased
288	RC Reik & Co New York	$10.7M	-$995	1	3.45%	Reduced
289	Voloridge Investment Management Jupiter, Florida	$10.7M	-$168K	2	0.54%	Reduced
290	GI Greenwood Investments Boston, Massachusetts	$10.7M	+$6.06M	1	10.24%	Increased
291	USAA United Services Automobile Association San Antonio, Texas	$10.6M	-$186K	2	0.04%	Reduced
292	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$10.6M	-$79.5K	2	0.03%	Reduced
293	Mutual of America Capital Management New York	$10.5M	-$6.32K	6	0.23%	Reduced
294	DSI Daiwa SB Investments Tokyo, Japan	$10.5M	+$7.95M	2	2.04%	Increased
295	FCI Financial Counselors Inc Overland Park, Kansas	$10.5M	-$311K	1	0.67%	Reduced
296	NG NatWest Group Edinburgh, Scotland, United Kingdom	$10.4M	-$71.9K	1	0.13%	Reduced
297	Crestwood Advisors Group Boston, Massachusetts	$10.4M	-$136K	1	1.39%	Reduced
298	Cubist Systematic Strategies Stamford, Connecticut	$10M	+$5.45M	4	0.49%	Increased
299	Envestnet Asset Management Chicago, Illinois	$9.96M	+$336K	6	0.05%	Increased
300	1WCM 12 West Capital Management New York	$9.92M	$0	1	1.13%	Maintained