← 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	Envestnet Asset Management Chicago, Illinois	$10.5M	-$40.1K	6	0.05%	Reduced
277	CCA Canyon Capital Advisors Dallas, Texas	$10.4M	+$228K	1	0.32%	Increased
278	CC Cipher Capital New York	$10.3M	+$4.29M	3	1.47%	Increased
279	SFM Systematic Financial Management Teaneck, New Jersey	$10.3M	+$5.78M	3	0.11%	Increased
280	Mutual of America Capital Management New York	$10.3M	-$31.7K	6	0.23%	Reduced
281	USAA United Services Automobile Association San Antonio, Texas	$10.3M	+$1.31M	3	0.04%	Increased
282	IRF IBM Retirement Fund Armonk, New York	$10.2M	+$784K	4	0.2%	Increased
283	PAIM Punch & Associates Investment Management Edina, Minnesota	$10.2M	+$661K	1	1.23%	Increased
284	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$10.2M	+$2.32M	1	2.48%	Increased
285	CC Coastland Capital Palo Alto, California	$10.2M	-$19.8M	1	0.37%	Reduced
286	William Blair Investment Management Chicago, Illinois	$10.1M	+$268K	2	0.04%	Increased
287	Kennedy Capital Management St Louis, Missouri	$10.1M	+$712K	2	0.2%	Increased
288	1M 13D Management New York	$9.97M	-$6.19M	1	3.04%	Reduced
289	Cubist Systematic Strategies Stamford, Connecticut	$9.87M	+$4.11M	6	0.58%	Increased
290	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$9.8M	-$410K	2	0.21%	Reduced
291	HighTower Advisors Chicago, Illinois	$9.71M	-$4.33M	4	0.12%	Reduced
292	PAS Professional Advisory Services Vero Beach, Florida	$9.58M	+$1.68M	1	2.28%	Increased
293	Aberdeen Asset Management Aberdeen, United Kingdom	$9.42M	+$1.62M	3	0.03%	Increased
294	GC GMT Capital Atlanta, Georgia	$9.4M	+$9.45M	1	0.24%	New
295	HTI Hikari Tsushin Inc Tokyo, Japan	$9.39M	$0	1	2.42%	Maintained
296	SFP Santa Fe Partners Santa Fe, New Mexico	$9.05M	+$8.95M	5	1.49%	New
297	Robeco Schweiz Zurich, Switzerland	$9.04M	-$1.42M	2	0.77%	Reduced
298	Jane Street New York	$9.01M	+$525K	5	0.06%	Increased
299	Bahl & Gaynor Cincinnati, Ohio	$8.97M	-$66.5K	1	0.12%	Reduced
300	MSR Main Street Research Lakeville, Connecticut	$8.94M	+$35.9K	1	1.91%	Increased