← 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	Zurich Cantonal Bank Zurich, Switzerland	$8.94M	+$112K	8	0.11%	Increased
302	Natixis Paris, France	$8.88M	-$2.23M	2	0.15%	Reduced
303	LPL Financial San Diego, California	$8.85M	+$4.79M	4	0.02%	Increased
304	Bridgeway Capital Management Houston, Texas	$8.85M	+$47.6K	4	0.16%	Increased
305	United Capital Financial Advisors Irving, Texas	$8.7M	+$469K	2	0.1%	Increased
306	WCM Investment Management Laguna Beach, California	$8.59M	-$758K	1	0.18%	Reduced
307	CAM Capstone Asset Management Houston, Texas	$8.51M	-$154K	5	0.24%	Reduced
308	Artisan Partners Milwaukee, Wisconsin	$8.49M	-$3.93M	1	0.02%	Reduced
309	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$8.34M	+$799K	5	0.33%	Increased
310	PP PDT Partners New York	$8.29M	+$990K	3	1.14%	Increased
311	MSA Mason Street Advisors Milwaukee, Wisconsin	$8.27M	+$70.7K	6	0.26%	Increased
312	Raymond James Financial Services Advisors St. Petersburg, Florida	$8.24M	+$1.31M	3	0.1%	Increased
313	Kornitzer Capital Management Shawnee Mission, Kansas	$8.24M	-$2.06M	1	0.13%	Reduced
314	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$8.23M	-$1.76M	2	0.01%	Reduced
315	GGI Godsey & Gibb Inc Richmond, Virginia	$8.19M	-$889K	1	1.61%	Reduced
316	Azimuth Capital Management Bloomfield Hills, Michigan	$8.16M	-$435K	2	0.8%	Reduced
317	M&T Bank Buffalo, New York	$8.16M	+$937K	4	0.05%	Increased
318	Fjarde Ap-fonden Stockholm, Sweden	$8.06M	+$61K	3	0.21%	Increased
319	Creative Planning Overland Park, Kansas	$8.03M	-$756K	8	0.07%	Reduced
320	CG Cutler Group San Francisco, California	$8.03M	+$8.2M	6	0.45%	New
321	Group One Trading Chicago, Illinois	$8.03M	+$2.82M	6	0.09%	Increased
322	GP GLG Partners London, United Kingdom	$7.93M	+$6.08M	3	0.25%	Increased
323	ProShare Advisors Bethesda, Maryland	$7.93M	+$871K	5	0.1%	Increased
324	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$7.87M	+$15.9K	5	0.17%	Increased
325	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$7.83M	-$420K	3	0.06%	Reduced