← 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	MFAM Motley Fool Asset Management Alexandria, Virginia	$22.4M	-$76.5K	1	1.43%	Reduced
302	PIM Platinum Investment Management Sydney Australia 2000, Australia	$22.4M	+$20.3M	2	0.62%	Increased
303	1832 Asset Management Toronto, Ontario, Canada	$22.2M	-$16.7M	1	0.04%	Reduced
304	AMF Tjänstepension Stockholm, Sweden	$22.1M	-$1.35M	1	0.15%	Reduced
305	State of Alaska Department of Revenue Juneau, Alaska	$22M	-$2.81M	8	0.21%	Reduced
306	ACM AlphaCrest Capital Management New York	$21.9M	+$2.3M	9	0.81%	Increased
307	PFC Poplar Forest Capital Pasadena, California	$21.8M	-$9.26M	1	2.29%	Reduced
308	Bank of Nova Scotia Toronto, Ontario, Canada	$21.6M	-$22.7M	4	0.03%	Reduced
309	Braun Stacey Associates New York	$21.6M	-$93.8K	1	0.79%	Reduced
310	GEH General Equity Holdings Brooklyn, New York	$21.3M	+$1.76M	1	12.74%	Increased
311	Osaic Holdings Scottsdale, Arizona	$21.3M	-$551K	18	0.04%	Reduced
312	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$21.2M	+$2.08M	1	4.06%	Increased
313	Palisade Capital Management Fort Lee, New Jersey	$21M	+$2.99M	1	0.42%	Increased
314	ClearBridge Investments New York	$20.9M	-$924K	3	0.01%	Reduced
315	JP Morgan Private Wealth Advisors San Francisco, California	$20.6M	+$2.3M	7	0.04%	Increased
316	LP Lexington Partners New York	$20.6M	+$16M	1	8.75%	New
317	MFIMFI Mesirow Financial Investment Management - Fixed Income Chicago, Illinois	$20.5M	+$4.4M	2	2.26%	Increased
318	RCW Rheos Capital Works Tokyo, Japan	$20.4M	+$4.78M	2	0.89%	Increased
319	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$20M	-$16.5M	2	0.7%	Reduced
320	SG Americas Securities New York	$19.3M	-$2.81M	12	0.11%	Reduced
321	Assenagon Asset Management Senningerberg, Luxembourg	$19.3M	-$12.3M	6	0.06%	Reduced
322	Oregon Public Employees Retirement Fund Tigard, Oregon	$19.1M	-$1.2M	8	0.21%	Reduced
323	Cullen Capital Management New York	$19.1M	-$319K	1	0.18%	Reduced
324	State of Michigan Retirement System Lansing, Michigan	$19M	+$392K	4	0.1%	Increased
325	FCI Financial Counselors Inc Overland Park, Kansas	$18.9M	-$44.9K	4	0.39%	Reduced