← 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	WCM Investment Management Laguna Beach, California	$9.02M	+$9.28M	1	0.18%	New
302	MVM McClain Value Management New Canaan, Connecticut	$8.99M	+$8.72M	1	2.13%	New
303	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$8.93M	+$524K	5	0.28%	Increased
304	CIC Cornercap Investment Counsel Atlanta, Georgia	$8.88M	-$350K	1	1.56%	Reduced
305	AL AJO LP Philadelphia, Pennsylvania	$8.71M	+$331K	3	0.04%	Increased
306	CAM Capstone Asset Management Houston, Texas	$8.56M	+$358K	5	0.24%	Increased
307	WIC Willis Investment Counsel Gainesville, Georgia	$8.54M	+$177K	1	0.79%	Increased
308	Pentwater Capital Management Naples, Florida	$8.44M	+$871K	1	0.06%	Increased
309	AP Archon Partners Princeton Junction, New Jersey	$8.41M	+$38.4K	1	2.12%	Increased
310	Suntrust Banks Atlanta, Georgia	$8.35M	+$496K	2	0.05%	Increased
311	TCW Group Los Angeles, California	$8.34M	+$77.4K	2	0.04%	Increased
312	KBC Group Brussels, Belgium	$8.24M	+$700K	5	0.11%	Increased
313	SG Americas Securities New York	$8.13M	-$8.81M	6	0.05%	Reduced
314	Lazard Asset Management New York	$8.06M	-$37.1K	2	0.02%	Reduced
315	C WorldWide Group Copenhagen, Denmark	$8.01M	$0	1	0.11%	Maintained
316	DVM Dreman Value Management West Palm Beach, Florida	$7.94M	-$1.31M	1	0.69%	Reduced
317	City National Bank Beverly Hills, Delaware	$7.81M	-$2.02M	1	0.07%	Reduced
318	AH Achievement Holdings Chicago, Illinois	$7.79M	+$990K	2	0.27%	Increased
319	HAIM Hunter Associates Investment Management Pittsburgh, Pennsylvania	$7.79M	-$61.7K	3	3.07%	Reduced
320	ANI American National Insurance Galveston, Texas	$7.72M	$0	1	0.46%	Maintained
321	Whitebox Advisors Minneapolis, Minnesota	$7.71M	+$5.85M	1	0.3%	Increased
322	Utah Retirement Systems Salt Lake City, Utah	$7.7M	+$225K	4	0.2%	Increased
323	SCM SKBA Capital Management San Francisco, California	$7.7M	$0	1	0.6%	Maintained
324	CCM Cortex Capital Management Fort Worth, Texas	$7.7M	+$6.15M	1	8.91%	New
325	QIM Quantitative Investment Management Charlottesville, Virginia	$7.6M	+$6.3M	5	0.73%	Increased