← 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	RCM Riverhead Capital Management Wilmington, Delaware	$11.8M	-$1.17M	8	0.44%	Reduced
302	Loomis, Sayles & Company Boston, Massachusetts	$11.7M	+$3.93M	1	0.02%	Increased
303	Lazard Asset Management New York	$11.7M	-$9.76M	5	0.02%	Reduced
304	VCM Vigilant Capital Management Portland, Maine	$11.7M	+$169K	3	1.56%	Increased
305	State of Michigan Retirement System Lansing, Michigan	$11.6M	-$2.35M	6	0.11%	Reduced
306	TC Tavio Capital New York	$11.6M	+$10.7M	1	4.71%	New
307	State of Alaska Department of Revenue Juneau, Alaska	$11.5M	-$1.64M	7	0.19%	Reduced
308	RC Reik & Co New York	$11.5M	-$752	1	3.07%	Reduced
309	CCM Clearfield Capital Management New York	$11.4M	-$25.7M	1	6.04%	Reduced
310	SCM SkyTop Capital Management Rutherford, New Jersey	$11.3M	+$10.4M	1	9.58%	New
311	Gulf International Bank (UK) London, United Kingdom	$11.2M	-$29.1K	4	0.19%	Reduced
312	LOAMU Lombard Odier Asset Management (USA) New York	$11.2M	+$2.19M	1	0.9%	Increased
313	TPSF Texas Permanent School Fund Austin, Texas	$11.2M	-$77.4K	8	0.17%	Reduced
314	WBC Westpac Banking Corp Sydney, Australia	$11.1M	-$15.4M	4	0.17%	Reduced
315	TIA Tandem Investment Advisors Charleston, South Carolina	$10.9M	+$260K	1	2.06%	Increased
316	Copeland Capital Management Conshohocken, Pennsylvania	$10.9M	+$1.74M	1	0.6%	Increased
317	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$10.8M	+$11.4M	2	0.85%	New
318	Gotham Asset Management New York	$10.7M	-$1.45M	3	0.17%	Reduced
319	QS Investors New York	$10.7M	-$5.68M	10	0.12%	Reduced
320	NHAS Novo Holdings A/S Hellerup, Denmark	$10.6M	$0	1	1.49%	Maintained
321	British Columbia Investment Management Victoria, British Columbia, Canada	$10.6M	+$68.7K	4	0.09%	Increased
322	Bridgeway Capital Management Houston, Texas	$10.6M	+$626K	5	0.14%	Increased
323	Walleye Trading New York	$10.4M	-$21M	8	0.09%	Reduced
324	MLICM Metropolitan Life Insurance Company (MetLife) New York	$10.3M	+$509K	11	0.17%	Increased
325	FCIM Fairview Capital Investment Management Greenbrae, California	$10.2M	+$10.2M	1	0.52%	New