← 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
326	ICOM Investment Counselors of Maryland Baltimore, Maryland	$8.58M	-$5.25K	1	0.36%	Reduced
327	FCI Financial Counselors Inc Overland Park, Kansas	$8.52M	-$160K	1	0.7%	Reduced
328	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$8.44M	+$149K	3	0.05%	Increased
329	Hardman Johnston Global Advisors Stamford, Connecticut	$8.26M	-$2.36M	1	0.55%	Reduced
330	PCM Palestra Capital Management New York	$8.25M	+$7.31M	1	2.24%	New
331	Avalon Investment & Advisory Houston, Texas	$8.18M	-$68.3K	1	0.53%	Reduced
332	Bessemer Group Woodbridge, New Jersey	$8.14M	+$7.91M	4	0.07%	Increased
333	HM Payson & Co Portland, Maine	$8.13M	+$13.2K	2	0.47%	Increased
334	Mitsubishi UFJ Asset Management Tokyo, Japan	$8.04M	-$851K	4	0.21%	Reduced
335	DVM Dreman Value Management West Palm Beach, Florida	$7.98M	+$8.07M	1	0.72%	New
336	Azimuth Capital Management Bloomfield Hills, Michigan	$7.92M	+$1.88M	2	1.09%	Increased
337	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$7.9M	-$206K	4	0.17%	Reduced
338	WAM World Asset Management Detroit, Michigan	$7.83M	-$1.07M	6	0.2%	Reduced
339	TSU TD Securities (USA) New York	$7.82M	+$237K	2	0.15%	Increased
340	GCP GSA Capital Partners London, United Kingdom	$7.82M	+$1.86M	7	0.62%	Increased
341	Eagle Asset Management St Petersburg, Florida	$7.79M	-$16.4M	2	0.04%	Reduced
342	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$7.58M	+$7.39M	2	0.1%	New
343	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$7.51M	-$2.39M	7	0.07%	Reduced
344	Kornitzer Capital Management Shawnee Mission, Kansas	$7.45M	+$578K	1	0.09%	Increased
345	GGI Godsey & Gibb Inc Richmond, Virginia	$7.44M	-$107K	1	1.65%	Reduced
346	OrbiMed New York	$7.4M	$0	1	0.13%	Maintained
347	Capital Guardian Trust Los Angeles, California	$7.38M	-$89.4K	2	0.05%	Reduced
348	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$7.28M	+$1.88M	5	0.27%	Increased
349	SCM Sigma Capital Management Stamford, Connecticut	$7.11M	+$7.16M	1	0.3%	New
350	CM Cibelli Mario	$7.1M	+$2.7M	1	4.21%	Increased