← 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	USAA United Services Automobile Association San Antonio, Texas	$8.86M	+$1.03M	2	0.03%	Increased
302	FCI Financial Counselors Inc Overland Park, Kansas	$8.84M	-$63.5K	1	0.56%	Reduced
303	Bridgeway Capital Management Houston, Texas	$8.76M	-$2.17M	4	0.2%	Reduced
304	AL AJO LP Philadelphia, Pennsylvania	$8.67M	-$9.72M	3	0.04%	Reduced
305	FDCC Foster Dykema Cabot & Co Waltham, Massachusetts	$8.66M	-$471K	1	2.05%	Reduced
306	WIC Willis Investment Counsel Gainesville, Georgia	$8.3M	-$3.5K	1	0.78%	Reduced
307	Janney Montgomery Scott Philadelphia, Pennsylvania	$8.12M	-$953K	4	0.16%	Reduced
308	SGA Sector Gamma AS Oslo, Norway	$8.09M	-$4.54M	1	1.8%	Reduced
309	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$8.05M	-$318K	4	0.16%	Reduced
310	PVI Pura Vida Investments New York	$8.01M	+$7.46M	1	2.95%	New
311	Aberdeen Asset Management Aberdeen, United Kingdom	$7.98M	-$3.29M	2	0.02%	Reduced
312	TCW Group Los Angeles, California	$7.96M	-$5.81M	2	0.03%	Reduced
313	Korea Investment Corp Seoul, South Korea	$7.92M	+$417K	3	0.07%	Increased
314	ICP Indus Capital Partners New York	$7.82M	-$970K	1	1.03%	Reduced
315	AP Archon Partners Princeton Junction, New Jersey	$7.8M	+$151K	1	2.02%	Increased
316	Two Sigma Advisers New York	$7.79M	+$2.13M	3	0.06%	Increased
317	Suntrust Banks Atlanta, Georgia	$7.7M	-$568K	2	0.05%	Reduced
318	Jefferies Group New York	$7.68M	-$3.43M	3	0.05%	Reduced
319	Mitsubishi UFJ Asset Management Tokyo, Japan	$7.59M	+$366K	4	0.23%	Increased
320	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$7.52M	-$7.36M	4	0.24%	Reduced
321	Wasatch Advisors Salt Lake City, Utah	$7.5M	+$1.81M	1	0.08%	Increased
322	CAM Capstone Asset Management Houston, Texas	$7.48M	+$2.6M	5	0.22%	Increased
323	C WorldWide Group Copenhagen, Denmark	$7.46M	-$2.86M	1	0.11%	Reduced
324	Capital Guardian Trust Los Angeles, California	$7.38M	-$578K	2	0.05%	Reduced
325	Bahl & Gaynor Cincinnati, Ohio	$7.33M	+$52.6K	2	0.1%	Increased