← 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	Eagle Asset Management St Petersburg, Florida	$10.5M	+$2.3M	2	0.06%	Increased
302	Balyasny Asset Management Chicago, Illinois	$10.5M	+$9.73M	1	0.14%	New
303	Mutual of America Capital Management New York	$10.4M	-$946K	6	0.26%	Reduced
304	ICAP Independence Capital Asset Partners Denver, Colorado	$10.4M	+$9.66M	1	1.59%	New
305	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$10.3M	+$952K	3	0.06%	Increased
306	Fred Alger Management New York	$10.1M	+$2.92M	1	0.05%	Increased
307	FCI Financial Counselors Inc Overland Park, Kansas	$10.1M	+$641K	1	0.76%	Increased
308	CI Investments Inc Toronto, Ontario, Canada	$10.1M	-$758K	1	0.11%	Reduced
309	SGA Sector Gamma AS Oslo, Norway	$10M	+$5.92M	2	2.71%	Increased
310	RC Reik & Co New York	$9.96M	-$153K	1	3.59%	Reduced
311	AGCJ Alden Global Capital (Jersey) St. Helier, Jersey	$9.94M	+$10.5M	1	2.51%	New
312	PointState Capital New York	$9.93M	-$55.2M	1	0.13%	Reduced
313	PCM Palouse Capital Management Spokane, Washington	$9.78M	-$165K	2	3.73%	Reduced
314	WFM Wilmington Funds Management Wilmington, Delaware	$9.77M	+$529K	4	0.97%	Increased
315	BA Boston Advisors Boston, Massachusetts	$9.77M	+$7.8M	2	0.47%	Increased
316	SEI Trust Company Oaks, Pennsylvania	$9.7M	-$3.19M	4	0.09%	Reduced
317	Bridgeway Capital Management Houston, Texas	$9.59M	-$668K	3	0.29%	Reduced
318	Andra AP-fonden Goteborg, Sweden	$9.57M	-$1.79M	3	0.23%	Reduced
319	Conestoga Capital Advisors Wayne, Pennsylvania	$9.49M	+$749K	1	0.64%	Increased
320	Veritas Asset Management London, United Kingdom	$9.42M	+$5.06M	1	0.19%	Increased
321	Suntrust Banks Atlanta, Georgia	$9.39M	-$554K	4	0.04%	Reduced
322	DekaBank Deutsche Girozentrale Frankfurt, Germany	$9.39M	-$786K	4	0.15%	Reduced
323	PIP Permian Investment Partners Dallas, Texas	$9.36M	+$8.67M	1	8.28%	New
324	OI Oakbrook Investments Lisle, Illinois	$9.34M	-$424K	2	0.26%	Reduced
325	DVM Dreman Value Management West Palm Beach, Florida	$9.32M	+$856K	1	0.7%	Increased