← 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
301	Asset Management One Tokyo, Japan	$10.4M	+$5.5M	5	0.16%	Increased
302	CAM Capstone Asset Management Houston, Texas	$10.4M	+$47.3K	7	0.25%	Increased
303	SIC Schwartz Investment Counsel Plymouth, Michigan	$9.98M	+$2.03M	1	0.85%	Increased
304	FDCC Foster Dykema Cabot & Co Waltham, Massachusetts	$9.93M	+$50.4K	1	2.88%	Increased
305	CI Investments Inc Toronto, Ontario, Canada	$9.8M	+$1.07M	1	0.11%	Increased
306	Aperio Group Sausalito, California	$9.8M	+$702K	7	0.19%	Increased
307	DP DW Partners New York	$9.79M	+$11.3M	1	1.52%	New
308	Employees Retirement System of Texas Austin, Texas	$9.76M	+$1.92M	3	0.12%	Increased
309	CONA Capital One National Association New York	$9.76M	+$174K	4	1.01%	Increased
310	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$9.75M	-$859K	4	0.28%	Reduced
311	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$9.71M	+$130K	6	0.16%	Increased
312	Alyeska Investment Group Chicago, Illinois	$9.68M	$0	1	0.4%	Maintained
313	GI Greenwood Investments Boston, Massachusetts	$9.61M	-$1.04M	1	6.64%	Reduced
314	RC Reik & Co New York	$9.58M	+$5.96K	1	3.95%	Increased
315	Rockefeller Financial Services New York	$9.55M	+$970	2	0.22%	Increased
316	WFM Wilmington Funds Management Wilmington, Delaware	$9.36M	-$3.56M	4	0.9%	Reduced
317	DekaBank Deutsche Girozentrale Frankfurt, Germany	$9.28M	-$2.22M	4	0.16%	Reduced
318	Suntrust Banks Atlanta, Georgia	$9.24M	-$3.86M	4	0.04%	Reduced
319	Bridgeway Capital Management Houston, Texas	$9.14M	-$582K	3	0.31%	Reduced
320	PEAK6 Group Chicago, Illinois	$9.05M	+$5.5M	5	0.06%	Increased
321	PCM Palouse Capital Management Spokane, Washington	$9M	+$3.87M	2	3.63%	Increased
322	Conestoga Capital Advisors Wayne, Pennsylvania	$8.98M	+$41.3K	1	0.77%	Increased
323	Martingale Asset Management Boston, Massachusetts	$8.81M	+$863K	4	0.31%	Increased
324	OI Oakbrook Investments Lisle, Illinois	$8.8M	-$432K	2	0.26%	Reduced
325	Stock Yards Bank & Trust Louisville, Kentucky	$8.68M	+$535K	1	1.39%	Increased