← 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	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$13.5M	+$5.3M	5	0.04%	Increased
277	SAM Sandell Asset Management New York	$13.5M	$0	2	1.54%	Maintained
278	SCM Symons Capital Management Pittsburgh, Pennsylvania	$13.4M	-$931K	1	3.38%	Reduced
279	State of Tennessee, Department of Treasury Nashville, Tennessee	$13.3M	-$48.5M	5	0.07%	Reduced
280	WEO William E. Oberndorf	$13.3M	+$3.47M	1	10.43%	Increased
281	Rockefeller Financial Services New York	$13.3M	-$1.04M	1	0.25%	Reduced
282	Soros Fund Management New York	$13.2M	-$1.6M	1	0.32%	Reduced
283	British Columbia Investment Management Victoria, British Columbia, Canada	$13.2M	-$1.21M	3	0.1%	Reduced
284	1832 Asset Management Toronto, Ontario, Canada	$13.2M	-$3.41M	1	0.05%	Reduced
285	CI Cowen Inc New York	$13.1M	+$11.8M	2	0.46%	Increased
286	United Capital Financial Advisors Irving, Texas	$13M	-$780K	4	0.11%	Reduced
287	Hancock Whitney Gulfport, Mississippi	$12.5M	-$478K	2	0.53%	Reduced
288	EP Elkfork Partners Portland, Oregon	$12.5M	+$5.43M	4	0.36%	Increased
289	CEP Chicago Equity Partners Chicago, Illinois	$12.3M	-$4.18M	5	0.39%	Reduced
290	FHAM Folger Hill Asset Management New York	$12.3M	+$4.18M	1	1.06%	Increased
291	Andra AP-fonden Goteborg, Sweden	$12.2M	+$2.15M	3	0.29%	Increased
292	AIM Assured Investment Management New York	$12M	+$6.39M	2	0.25%	Increased
293	Baird Financial Group Milwaukee, Wisconsin	$11.9M	-$639K	5	0.09%	Reduced
294	SG Americas Securities New York	$11.9M	-$7.03M	10	0.1%	Reduced
295	Suntrust Banks Atlanta, Georgia	$11.8M	+$151K	4	0.07%	Increased
296	First National Bank of Omaha Omaha, Nebraska	$11.8M	-$187K	3	0.72%	Reduced
297	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$11.8M	+$26.2K	3	0.16%	Increased
298	Mutual of America Capital Management New York	$11.7M	-$7.41M	7	0.19%	Reduced
299	QS Investors New York	$11.5M	-$6.11M	10	0.09%	Reduced
300	Walleye Trading New York	$11.2M	-$4.68M	5	0.06%	Reduced