← 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	MPAM Monarch Partners Asset Management Boston, Massachusetts	$14.7M	-$1.97M	1	1.33%	Reduced
302	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$14.6M	+$2.17M	2	2.74%	Increased
303	SIM Spark Investment Management New York	$14.5M	+$1.55M	1	0.85%	Increased
304	Virginia Retirement Systems Richmond, Virginia	$14.4M	+$5.69M	4	0.18%	Increased
305	United Capital Financial Advisors Irving, Texas	$14.3M	-$970K	4	0.11%	Reduced
306	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$14.3M	-$1.82M	4	0.03%	Reduced
307	GCP GSA Capital Partners London, United Kingdom	$14.2M	-$1.07M	6	0.71%	Reduced
308	Mutual of America Capital Management New York	$14.2M	+$204K	7	0.21%	Increased
309	Thrivent Financial for Lutherans Minneapolis, Minnesota	$14.2M	+$74.1K	6	0.05%	Increased
310	LPL Financial San Diego, California	$14.2M	+$1.02M	9	0.04%	Increased
311	QS Investors New York	$14M	+$400K	9	0.14%	Increased
312	IECM Intrinsic Edge Capital Management Chicago, Illinois	$14M	+$11.1M	2	1.65%	New
313	Azimuth Capital Management Bloomfield Hills, Michigan	$14M	+$51.4K	3	1.01%	Increased
314	OA Oak Associates Akron, Ohio	$13.9M	-$36.1K	2	0.93%	Reduced
315	JIR James Investment Research Alpha, Ohio	$13.8M	+$6.65M	4	0.53%	Increased
316	Bridgeway Capital Management Houston, Texas	$13.5M	+$1.25M	5	0.14%	Increased
317	Carson Wealth (CWM LLC) Omaha, Nebraska	$13.4M	-$787K	6	0.44%	Reduced
318	KIC Keating Investment Counselors Delray Beach, Florida	$13.4M	-$1.17M	2	6.35%	Reduced
319	EBIM Eagle Boston Investment Management Boston, Massachusetts	$13.3M	+$546K	1	1.23%	Increased
320	DG Delek Group Herzliya, Israel	$13.3M	+$1.86M	1	0.57%	Increased
321	FCM Flinton Capital Management Philadelphia, Pennsylvania	$13M	-$822K	6	0.42%	Reduced
322	MLICM Metropolitan Life Insurance Company (MetLife) New York	$12.9M	+$78.7K	10	0.21%	Increased
323	1832 Asset Management Toronto, Ontario, Canada	$12.7M	+$794K	1	0.04%	Increased
324	Gulf International Bank (UK) London, United Kingdom	$12.7M	-$26.1K	3	0.16%	Reduced
325	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$12.7M	+$13.2M	1	0.29%	New