← 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	Baillie Gifford & Co Edinburgh, United Kingdom	$9.48M	-$44M	1	0.02%	Reduced
302	RC Reik & Co New York	$9.43M	-$4.6K	1	3.34%	Reduced
303	1919 Investment Counsel Baltimore, Maryland	$9.38M	+$1.07M	4	0.19%	Increased
304	WCM Waterstone Capital Management St. Louis Park, Minnesota	$9.38M	+$10.8M	1	2.38%	New
305	EWM Edge Wealth Management New York	$9.35M	+$2.81M	2	3.91%	Increased
306	Suntrust Banks Atlanta, Georgia	$9.33M	+$306K	4	0.03%	Increased
307	LCM Lonestar Capital Management San Francisco, California	$9.28M	+$10.7M	1	0.93%	New
308	DVM Dreman Value Management West Palm Beach, Florida	$9.18M	+$283K	1	0.71%	Increased
309	OAM Oxford Asset Management Oxford, United Kingdom	$9.14M	-$15.8M	2	0.27%	Reduced
310	GGI Godsey & Gibb Inc Richmond, Virginia	$9.1M	+$752K	1	1.84%	Increased
311	Mutual of America Capital Management New York	$9.09M	-$909K	6	0.22%	Reduced
312	GC Globeflex Capital San Diego, California	$8.99M	+$4.5M	3	1.03%	Increased
313	PCM Palouse Capital Management Spokane, Washington	$8.95M	-$112K	2	3.36%	Reduced
314	Gulf International Bank (UK) London, United Kingdom	$8.91M	+$234K	3	0.17%	Increased
315	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$8.82M	+$77.4K	4	0.26%	Increased
316	Glenmede Trust Philadelphia, Pennsylvania	$8.79M	+$1.93M	9	0.08%	Increased
317	Kornitzer Capital Management Shawnee Mission, Kansas	$8.74M	+$854K	1	0.09%	Increased
318	Capital Guardian Trust Los Angeles, California	$8.73M	-$110K	2	0.06%	Reduced
319	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$8.68M	-$443K	5	0.13%	Reduced
320	WFM Wilmington Funds Management Wilmington, Delaware	$8.65M	+$203K	4	0.94%	Increased
321	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$8.5M	+$4.19M	3	1.29%	Increased
322	Oregon Public Employees Retirement Fund Tigard, Oregon	$8.47M	+$56.2K	6	0.22%	Increased
323	FDCC Foster Dykema Cabot & Co Waltham, Massachusetts	$8.45M	+$240K	1	2.11%	Increased
324	Bridgeway Capital Management Houston, Texas	$8.39M	+$264K	3	0.24%	Increased
325	HighTower Advisors Chicago, Illinois	$8.38M	+$1.45M	5	0.16%	Increased