← 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	SAM Sandell Asset Management New York	$12.2M	+$11.4M	1	2.89%	New
277	Engineers Gate Manager New York	$12.1M	-$6.97M	5	0.94%	Reduced
278	ICOM Investment Counselors of Maryland Baltimore, Maryland	$11.8M	-$2.85M	1	0.68%	Reduced
279	Commerzbank Aktiengesellschaft Frankfurt, Germany	$11.8M	-$4.28M	5	0.1%	Reduced
280	Crestwood Advisors Group Boston, Massachusetts	$11.7M	+$261K	1	1.39%	Increased
281	Gulf International Bank (UK) London, United Kingdom	$11.6M	-$26.6K	3	0.2%	Reduced
282	Mutual of America Capital Management New York	$11.5M	+$400K	6	0.26%	Increased
283	AHL Partners London, United Kingdom	$11.5M	-$4.57M	6	0.72%	Reduced
284	GI Greenwood Investments Boston, Massachusetts	$11.3M	$0	1	17.77%	Maintained
285	Coatue Management New York	$11.3M	+$10.6M	1	0.14%	New
286	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$11.2M	+$813K	2	0.24%	Increased
287	Public Employees Retirement Association of Colorado Denver, Colorado	$11.2M	-$310K	7	0.09%	Reduced
288	Capital International Los Angeles, California	$11.1M	+$33.5K	1	0.72%	Increased
289	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$11.1M	$0	1	2.63%	Maintained
290	SAM Sentinel Asset Management Montpelier, Vermont	$11M	-$4.35M	1	0.24%	Reduced
291	USAA United Services Automobile Association San Antonio, Texas	$10.9M	+$8.66K	4	0.04%	Increased
292	Rockefeller Financial Services New York	$10.8M	-$513K	2	0.21%	Reduced
293	Zurich Cantonal Bank Zurich, Switzerland	$10.7M	+$1.15M	8	0.14%	Increased
294	CC Cognios Capital Leawood, Kansas	$10.6M	+$7.54M	1	3.94%	Increased
295	LPL Financial San Diego, California	$10.4M	+$718K	5	0.03%	Increased
296	GCP GSA Capital Partners London, United Kingdom	$10.3M	-$6.17M	5	0.65%	Reduced
297	PAS Professional Advisory Services Vero Beach, Florida	$10.3M	-$58.2K	1	2.42%	Reduced
298	SAM Shell Asset Management The Hague, Netherlands	$10.3M	-$1.02M	4	0.25%	Reduced
299	Regions Financial Corp Birmingham, Alabama	$10.2M	-$1.02M	3	0.13%	Reduced
300	Mitsubishi UFJ Asset Management Tokyo, Japan	$9.89M	+$2.9M	3	0.27%	Increased