← 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	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$10.2M	+$4.5M	2	0.02%	Increased
302	Zurich Insurance Group Zurich, Switzerland	$10.2M	+$6.69M	3	0.32%	Increased
303	MC Menta Capital San Francisco, California	$10.2M	+$5.79M	3	0.85%	Increased
304	HCM Hilton Capital Management Garden City, New York	$10.1M	+$885K	1	2.14%	Increased
305	Public Employees Retirement Association of Colorado Denver, Colorado	$10.1M	-$280K	8	0.08%	Reduced
306	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$10M	+$3.31M	4	0.42%	Increased
307	PP PDT Partners New York	$9.99M	-$5.45M	2	0.65%	Reduced
308	Aberdeen Asset Management Aberdeen, United Kingdom	$9.98M	+$429K	5	0.04%	Increased
309	USAA United Services Automobile Association San Antonio, Texas	$9.95M	-$1.46M	5	0.03%	Reduced
310	CCA Canyon Capital Advisors Dallas, Texas	$9.9M	+$9.23M	1	0.33%	New
311	PP Paloma Partners Greenwich, Connecticut	$9.7M	-$1.14M	5	0.1%	Reduced
312	SAM Serengeti Asset Management New York	$9.63M	-$1.09M	1	2.06%	Reduced
313	Loomis, Sayles & Company Boston, Massachusetts	$9.62M	+$8.66M	4	0.02%	Increased
314	1M 13D Management New York	$9.61M	+$926K	2	3.94%	Increased
315	Segall Bryant & Hamill Chicago, Illinois	$9.54M	-$1.84M	1	0.24%	Reduced
316	Janney Montgomery Scott Philadelphia, Pennsylvania	$9.42M	+$90.6K	8	0.14%	Increased
317	Putnam Investments Boston, Massachusetts	$9.34M	-$11.1M	2	0.02%	Reduced
318	Azimuth Capital Management Bloomfield Hills, Michigan	$9.25M	-$145K	3	0.79%	Reduced
319	Barings Charlotte, North Carolina	$9.18M	+$2.47M	6	0.23%	Increased
320	Waratah Capital Advisors Toronto, Ontario, Canada	$9M	+$3.28M	1	1.34%	Increased
321	BJCM Blue Jay Capital Management Los Angeles, California	$9M	+$8.88M	1	5.43%	New
322	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$8.92M	+$2.37M	6	0.32%	Increased
323	CC Coastland Capital Palo Alto, California	$8.9M	-$3.6M	1	0.25%	Reduced
324	KAM Keeley Asset Management Chicago, Illinois	$8.72M	+$5.11M	3	0.37%	Increased
325	KIC Keating Investment Counselors Delray Beach, Florida	$8.63M	+$7.42M	2	4.08%	Increased