← 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	Commonwealth Equity Services Waltham, Massachusetts	$15.2M	+$1.41M	11	0.05%	Increased
302	Chartwell Investment Partners Berywn, Pennsylvania	$15.2M	+$7.51M	3	0.56%	Increased
303	SG Americas Securities New York	$15.1M	-$1.14M	12	0.1%	Reduced
304	Handelsbanken Fonder Stockholm, Sweden	$15.1M	+$507K	8	0.11%	Increased
305	AMI Asset Management Los Angeles, California	$15M	-$30.7M	2	0.76%	Reduced
306	SCCM Schafer Cullen Capital Management New York	$14.5M	-$488K	1	0.23%	Reduced
307	Westpac Banking Corp Sydney, Australia	$14.5M	-$2.18M	5	0.2%	Reduced
308	Susquehanna International Group Bala Cynwyd, Pennsylvania	$14.2M	-$10.3M	13	0%	Reduced
309	Azimuth Capital Management Bloomfield Hills, Michigan	$14.1M	+$137K	3	0.83%	Increased
310	JGC J. Goldman & Co New York	$14.1M	+$13.4M	1	0.95%	New
311	Tandem Investment Advisors Charleston, South Carolina	$14M	+$1.89M	1	1.71%	Increased
312	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$13.9M	+$68.1K	1	3.69%	Increased
313	PDT Partners New York	$13.9M	-$2.9M	3	0.92%	Reduced
314	Tower Research Capital (TRC) New York	$13.8M	+$9.04M	14	0.15%	Increased
315	Gulf International Bank (UK) London, United Kingdom	$13.7M	-$175K	4	0.19%	Reduced
316	BM Bridger Management New York	$13.6M	-$8.74M	1	1.09%	Reduced
317	PineBridge Investments New York	$13.6M	+$133K	4	0.23%	Increased
318	M&T Bank Buffalo, New York	$13.6M	+$378K	7	0.07%	Increased
319	Eventide Asset Management Boston, Massachusetts	$13.5M	-$917K	1	0.26%	Reduced
320	Brinker Capital Investments Berwyn, Pennsylvania	$13.2M	+$13.1M	5	0.23%	New
321	Employees Retirement System of Texas Austin, Texas	$13.2M	-$6.77M	3	0.19%	Reduced
322	MLICM Metropolitan Life Insurance Company (MetLife) New York	$13.2M	-$516K	13	0.22%	Reduced
323	ECM Endurant Capital Management San Mateo, California	$13.1M	+$11.2M	2	3.88%	Increased
324	Sit Investment Associates Minneapolis, Minnesota	$12.9M	-$258K	1	0.38%	Reduced
325	ExodusPoint Capital Management New York	$12.8M	+$2.45M	7	0.26%	Increased