← 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	Sculptor Capital New York	$7.77M	+$25.2K	2	0.02%	Increased
327	Capital Guardian Trust Los Angeles, California	$7.69M	-$1.49M	3	0.05%	Reduced
328	Suntrust Banks Atlanta, Georgia	$7.64M	-$2.88M	3	0.05%	Reduced
329	LOM Loeb Offshore Management New York	$7.58M	-$589K	1	1.11%	Reduced
330	WIC Willis Investment Counsel Gainesville, Georgia	$7.56M	+$1.4M	1	0.8%	Increased
331	Korea Investment Corp Seoul, South Korea	$7.56M	+$734K	3	0.06%	Increased
332	SCCM Schafer Cullen Capital Management New York	$7.54M	-$5.1M	1	0.07%	Reduced
333	Eaton Vance Management Boston, Massachusetts	$7.5M	-$133K	3	0.02%	Reduced
334	Placemark Investments Chicago, Illinois	$7.46M	-$1.37M	6	0.14%	Reduced
335	AP Archon Partners Princeton Junction, New Jersey	$7.39M	$0	1	2.03%	Maintained
336	USAA United Services Automobile Association San Antonio, Texas	$7.3M	-$414K	2	0.03%	Reduced
337	Royal London Asset Management United Kingdom	$7.26M	+$557K	2	0.18%	Increased
338	Laurion Capital Management New York	$7.15M	+$5.53M	1	0.15%	Increased
339	Mitsubishi UFJ Asset Management Tokyo, Japan	$7.09M	+$488K	4	0.21%	Increased
340	Wolverine Asset Management Chicago, Illinois	$7.05M	-$4.65M	4	0.15%	Reduced
341	Janus Henderson Group London,	$7.04M	+$528K	4	0.07%	Increased
342	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$7.03M	-$3.81M	1	0.17%	Reduced
343	ANI American National Insurance Galveston, Texas	$6.95M	$0	1	0.42%	Maintained
344	Wasatch Advisors Salt Lake City, Utah	$6.86M	-$46.3M	1	0.07%	Reduced
345	Great Lakes Advisors Chicago, Illinois	$6.86M	+$3.78M	2	0.23%	Increased
346	RCM Raptor Capital Management Boston, Massachusetts	$6.7M	-$1.68M	1	5.26%	Reduced
347	LKIM Lawson Kroeker Investment Management Omaha, Nebraska	$6.63M	-$176K	1	1.98%	Reduced
348	ExxonMobil Investment Management Irving, Texas	$6.5M	-$344K	2	0.15%	Reduced
349	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$6.43M	$0	6	0.08%	Maintained
350	Utah Retirement Systems Salt Lake City, Utah	$6.43M	-$56.2K	4	0.18%	Reduced