← 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	GCP GSA Capital Partners London, United Kingdom	$8.11M	-$1.89M	6	0.4%	Reduced
302	MSA Mason Street Advisors Milwaukee, Wisconsin	$7.9M	+$41.9K	6	0.27%	Increased
303	United Capital Financial Advisors Irving, Texas	$7.87M	+$73K	2	0.09%	Increased
304	Fjarde Ap-fonden Stockholm, Sweden	$7.84M	-$512K	3	0.22%	Reduced
305	Great Lakes Advisors Chicago, Illinois	$7.8M	-$2.92M	2	0.24%	Reduced
306	AP Archon Partners Princeton Junction, New Jersey	$7.59M	+$116K	1	2.25%	Increased
307	FCI Financial Counselors Inc Overland Park, Kansas	$7.59M	-$2.24M	1	0.52%	Reduced
308	PAS Professional Advisory Services Vero Beach, Florida	$7.57M	+$7.99M	1	1.9%	New
309	FDCC Foster Dykema Cabot & Co Waltham, Massachusetts	$7.55M	-$45.7K	1	1.93%	Reduced
310	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$7.45M	-$1.62M	5	0.18%	Reduced
311	Aberdeen Asset Management Aberdeen, United Kingdom	$7.43M	+$71.1K	3	0.03%	Increased
312	Utah Retirement Systems Salt Lake City, Utah	$7.37M	+$35.9K	4	0.21%	Increased
313	Copeland Capital Management Conshohocken, Pennsylvania	$7.35M	+$69K	1	0.45%	Increased
314	Employees Retirement System of Texas Austin, Texas	$7.32M	$0	2	0.1%	Maintained
315	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$7.32M	-$302K	5	0.28%	Reduced
316	PP PDT Partners New York	$7.3M	+$1.51M	3	0.16%	Increased
317	Jane Street New York	$7.28M	+$1.71M	6	0.05%	Increased
318	CIBC Asset Management Toronto, Ontario, Canada	$7.23M	+$862K	5	0.06%	Increased
319	NG NatWest Group Edinburgh, Scotland, United Kingdom	$7.22M	-$2.44M	1	0.16%	Reduced
320	M&T Bank Buffalo, New York	$7.2M	-$3.31M	3	0.05%	Reduced
321	Fiera Capital (Canada) Montreal, Quebec, Canada	$7.12M	+$97.7K	1	0.06%	Increased
322	SCM SKBA Capital Management San Francisco, California	$7.08M	+$233K	1	0.61%	Increased
323	CCM Catapult Capital Management New York	$7.04M	-$11.4M	2	2.66%	Reduced
324	Numeric Investors Boston, Massachusetts	$6.97M	+$6.64M	2	0.08%	Increased
325	Baird Financial Group Milwaukee, Wisconsin	$6.92M	-$940K	3	0.07%	Reduced