← 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	Marshall Wace North America New York	$13.5M	+$13.1M	5	0.11%	New
277	HCMT Highland Capital Management (Texas) Dallas, Texas	$13.5M	-$53.5K	2	0.69%	Reduced
278	PP Paloma Partners Greenwich, Connecticut	$13.4M	+$3.27M	7	0.16%	Increased
279	CCMLC Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut	$13.3M	-$1.41M	1	0.54%	Reduced
280	Oregon Public Employees Retirement Fund Tigard, Oregon	$13.3M	+$169K	6	0.26%	Increased
281	United Capital Financial Advisors Irving, Texas	$13.2M	-$1.17M	4	0.12%	Reduced
282	Rockefeller Financial Services New York	$13.2M	$0	2	0.26%	Maintained
283	SEI Investments Oaks, Pennsylvania	$13.1M	-$1.45M	10	0.06%	Reduced
284	RCM Ratan Capital Management Miami Beach, Florida	$13M	-$6.53M	2	6.24%	Reduced
285	MSA Mason Street Advisors Milwaukee, Wisconsin	$12.8M	+$130K	7	0.33%	Increased
286	Suntrust Banks Atlanta, Georgia	$12.8M	-$7.33M	4	0.08%	Reduced
287	Engineers Gate Manager New York	$12.7M	+$5.01M	4	1.26%	Increased
288	SAM Sentinel Asset Management Montpelier, Vermont	$12.7M	+$1.1M	1	0.3%	Increased
289	Quantbot Technologies New York	$12.5M	+$12.2M	6	1.31%	New
290	Nomura Holdings Tokyo, Japan	$12.3M	-$5.88M	5	0.03%	Reduced
291	GPC Guardian Point Capital Charlottesville, Virginia	$12.1M	$0	1	6.35%	Maintained
292	Brown Advisory Baltimore, Maryland	$12.1M	-$297M	3	0.04%	Reduced
293	First National Bank of Omaha Omaha, Nebraska	$12.1M	+$5.08M	3	0.73%	Increased
294	MSR Main Street Research Lakeville, Connecticut	$12.1M	+$172K	2	2.12%	Increased
295	DIA Dean Investment Associates Beavercreek, Ohio	$12M	+$4.45M	3	2.01%	Increased
296	Raymond James Financial Services Advisors St. Petersburg, Florida	$12M	+$3.14M	6	0.09%	Increased
297	Aristeia Capital Greenwich, Connecticut	$11.9M	-$6.38M	1	0.93%	Reduced
298	OppenheimerFunds New York	$11.8M	-$28M	5	0.01%	Reduced
299	6CM 683 Capital Management New York	$11.6M	+$11.1M	1	1.81%	New
300	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$11.6M	+$405K	3	0.02%	Increased