← 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	RCM Raptor Capital Management Boston, Massachusetts	$8.28M	+$5.63M	1	4.31%	Increased
327	BCMU BlueCrest Capital Management (UK) St. Peter Port, Guernsey	$8.28M	-$2.7M	2	0.28%	Reduced
328	Janney Montgomery Scott Philadelphia, Pennsylvania	$8.26M	+$620K	5	0.18%	Increased
329	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$8.23M	+$8.02M	2	0.51%	Increased
330	Korea Investment Corp Seoul, South Korea	$8.22M	-$17.4M	3	0.07%	Reduced
331	PEAK6 Group Chicago, Illinois	$8.2M	+$6.12M	3	0.08%	Increased
332	PCM Palouse Capital Management Spokane, Washington	$8.09M	-$492K	1	2.99%	Reduced
333	SHA Smith Hayes Advisers Lincoln, Nebraska	$8.07M	+$146K	1	1.89%	Increased
334	AAM Auxier Asset Management Aurora, Oregon	$8.06M	+$2.31M	2	1.65%	Increased
335	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$7.96M	-$3.76M	4	0.03%	Reduced
336	CIC Cornercap Investment Counsel Atlanta, Georgia	$7.87M	+$172K	2	1.42%	Increased
337	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$7.85M	-$462K	5	0.16%	Reduced
338	SGCA Steel Grove Capital Advisors Memphis, Tennessee	$7.71M	+$4.22M	2	1.82%	Increased
339	Point72 Asset Management Stamford, Connecticut	$7.43M	+$7.28M	2	0.05%	New
340	LOM Loeb Offshore Management New York	$7.36M	+$6.73M	1	1.29%	Increased
341	Ninety One (UK) London, United Kingdom	$7.31M	$0	1	0.04%	Maintained
342	AP Archon Partners Princeton Junction, New Jersey	$7.3M	$0	1	1.95%	Maintained
343	AT Acadia Trust Portland, Maine	$7.29M	+$65.1K	1	2.67%	Increased
344	USAA United Services Automobile Association San Antonio, Texas	$7.26M	-$222K	2	0.03%	Reduced
345	Sculptor Capital New York	$7.24M	-$4.58M	3	0.02%	Reduced
346	HCM Hollencrest Capital Management Newport Beach, California	$6.96M	+$3.06M	1	0.93%	Increased
347	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$6.96M	+$2.57M	1	1.04%	Increased
348	Eaton Vance Management Boston, Massachusetts	$6.93M	+$295K	2	0.02%	Increased
349	Mitsubishi UFJ Asset Management Tokyo, Japan	$6.89M	-$336K	4	0.18%	Reduced
350	ANI American National Insurance Galveston, Texas	$6.87M	$0	1	0.42%	Maintained