← 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	CC Coastland Capital Palo Alto, California	$7.57M	+$2.22M	1	0.25%	Increased
327	Aberdeen Asset Management Aberdeen, United Kingdom	$7.51M	-$713K	2	0.02%	Reduced
328	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$7.42M	-$137K	6	0.09%	Reduced
329	EBIM Eagle Boston Investment Management Boston, Massachusetts	$7.41M	-$2.18M	1	0.62%	Reduced
330	EA Euclid Advisors Hartford, Connecticut	$7.38M	-$6.6M	2	0.14%	Reduced
331	RSCM Rock Springs Capital Management Baltimore, Maryland	$7.32M	+$6.91M	1	0.68%	New
332	Arrowstreet Capital Boston, Massachusetts	$7.26M	-$30.7M	5	0.04%	Reduced
333	Fiera Capital (Canada) Montreal, Quebec, Canada	$7.21M	+$931K	1	0.05%	Increased
334	Bridgeway Capital Management Houston, Texas	$7.2M	-$1.61M	3	0.15%	Reduced
335	LKIM Lawson Kroeker Investment Management Omaha, Nebraska	$7.18M	-$143K	1	2.09%	Reduced
336	ExxonMobil Investment Management Irving, Texas	$7.12M	+$156K	2	0.16%	Increased
337	Creative Planning Overland Park, Kansas	$7.08M	+$2.26M	9	0.07%	Increased
338	CC Cognios Capital Leawood, Kansas	$6.98M	+$1.7M	1	4.11%	Increased
339	Foresters Investment Management New York	$6.93M	+$4.15M	1	0.13%	Increased
340	AC AFAM Capital Austin, Texas	$6.79M	-$15.2K	1	0.87%	Reduced
341	ICAP Independence Capital Asset Partners Denver, Colorado	$6.75M	+$6.54M	1	1.05%	New
342	Employees Retirement System of Texas Austin, Texas	$6.71M	+$307K	2	0.09%	Increased
343	JP Morgan Private Wealth Advisors San Francisco, California	$6.68M	+$177K	5	0.08%	Increased
344	Mitsubishi UFJ Asset Management Tokyo, Japan	$6.65M	-$1.45M	3	0.2%	Reduced
345	Point72 Asset Management Stamford, Connecticut	$6.54M	-$26.7M	1	0.04%	Reduced
346	State Farm Mutual Automobile Insurance Bloomington, Illinois	$6.51M	$0	1	0.01%	Maintained
347	CC Cannell & Co New York	$6.45M	-$11.5K	1	0.19%	Reduced
348	Oppenheimer & Co New York	$6.44M	-$2.72M	4	0.18%	Reduced
349	GS GAM Systematic Cambridge, United Kingdom	$6.43M	+$1.73M	3	0.89%	Increased
350	LPL Financial San Diego, California	$6.39M	-$7.64M	3	0.03%	Reduced