← 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	Natixis Paris, France	$11.7M	-$1.85M	2	0.13%	Reduced
302	GL Governors Lane New York	$11.7M	+$11.5M	1	1.03%	New
303	United Capital Financial Advisors Irving, Texas	$11.5M	-$465K	3	0.11%	Reduced
304	GCP GSA Capital Partners London, United Kingdom	$11.5M	-$826K	8	0.62%	Reduced
305	Envestnet Asset Management Chicago, Illinois	$11.4M	-$1.67M	6	0.04%	Reduced
306	Oregon Public Employees Retirement Fund Tigard, Oregon	$11.3M	-$995K	5	0.24%	Reduced
307	Bahl & Gaynor Cincinnati, Ohio	$11.2M	-$22.5K	1	0.14%	Reduced
308	Jane Street New York	$11.1M	+$7.59M	6	0.05%	Increased
309	USAA United Services Automobile Association San Antonio, Texas	$11.1M	+$310K	5	0.04%	Increased
310	PP Paloma Partners Greenwich, Connecticut	$10.9M	+$5.16M	5	0.14%	Increased
311	Tocqueville Asset Management New York	$10.9M	-$1.78M	1	0.13%	Reduced
312	TCM Tekla Capital Management Boston, Massachusetts	$10.6M	+$11.3M	1	0.41%	New
313	SEI Investments Oaks, Pennsylvania	$10.5M	+$4.74M	8	0.05%	Increased
314	Public Employees Retirement Association of Colorado Denver, Colorado	$10.3M	-$423K	7	0.08%	Reduced
315	Mizuho Securities USA New York	$10.2M	+$10.4M	2	0.85%	Increased
316	MSR Main Street Research Lakeville, Connecticut	$10.2M	-$68.6K	1	2%	Reduced
317	MSA Mason Street Advisors Milwaukee, Wisconsin	$9.74M	+$12.9K	6	0.28%	Increased
318	Azimuth Capital Management Bloomfield Hills, Michigan	$9.67M	+$49.5K	2	0.84%	Increased
319	Fjarde Ap-fonden Stockholm, Sweden	$9.59M	+$327K	3	0.21%	Increased
320	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$9.27M	$0	1	1.98%	Maintained
321	Aberdeen Asset Management Aberdeen, United Kingdom	$9.23M	-$41.1K	4	0.03%	Reduced
322	WEO William E. Oberndorf	$8.99M	+$9.16M	1	17.58%	New
323	RCM Riverhead Capital Management Wilmington, Delaware	$8.95M	-$28.2M	7	0.58%	Reduced
324	HTI Hikari Tsushin Inc Tokyo, Japan	$8.9M	$0	1	2.34%	Maintained
325	PRCM Pine River Capital Management Minnetonka, Minnesota	$8.89M	+$3.14M	2	0.15%	Increased