← 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	Guggenheim Capital Chicago, Illinois	$22.6M	-$1.7M	6	0.15%	Reduced
277	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$22M	-$795K	1	1.78%	Reduced
278	Osaic Holdings Scottsdale, Arizona	$21.3M	-$4.08M	14	0.05%	Reduced
279	Oregon Public Employees Retirement Fund Tigard, Oregon	$21.1M	+$429K	8	0.25%	Increased
280	Waddell & Reed Financial Overland Park, Kansas	$20.9M	+$21.3M	1	0.04%	Increased
281	NIP Nicholas Investment Partners Rancho Santa Fe, California	$20.9M	-$1.33M	1	1.46%	Reduced
282	RIG Roosevelt Investment Group New York	$20.9M	+$260K	2	1.37%	Increased
283	PFC Poplar Forest Capital Pasadena, California	$20.7M	-$911K	1	2.07%	Reduced
284	RSCM Rock Springs Capital Management Baltimore, Maryland	$20.7M	-$24.1M	1	0.45%	Reduced
285	CIBC World Markets New York	$20.6M	-$3.25M	4	0.13%	Reduced
286	Handelsbanken Fonder Stockholm, Sweden	$20M	+$1.04M	11	0.11%	Increased
287	FCI Financial Counselors Inc Overland Park, Kansas	$19.7M	-$123K	3	0.46%	Reduced
288	SAM Scopus Asset Management New York	$19.7M	-$7.38M	1	0.25%	Reduced
289	ECM Endurant Capital Management San Mateo, California	$19.7M	+$7.08M	3	5.13%	Increased
290	AMF Tjänstepension Stockholm, Sweden	$19.7M	$0	1	0.15%	Maintained
291	MGM Miura Global Management New York	$19.7M	-$11.7M	1	3.51%	Reduced
292	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$19.6M	-$5.35M	3	0.18%	Reduced
293	Janney Montgomery Scott Philadelphia, Pennsylvania	$19.6M	-$9.03M	8	0.1%	Reduced
294	TBC Tweedy, Browne Co Stamford, Connecticut	$19.5M	+$20M	1	0.57%	New
295	TIA Tandem Investment Advisors Charleston, South Carolina	$19.5M	+$2.23M	1	1.87%	Increased
296	Fjarde Ap-fonden Stockholm, Sweden	$19.5M	+$753K	4	0.18%	Increased
297	VCM Vigilant Capital Management Portland, Maine	$19.3M	+$1.05M	3	1.72%	Increased
298	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$18.8M	-$1.58M	8	0.05%	Reduced
299	Copeland Capital Management Conshohocken, Pennsylvania	$18.7M	+$4.47M	2	0.58%	Increased
300	NIG NFJ Investment Group Dallas, Texas	$18.6M	+$19.3M	1	0.37%	New