← 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	AP Archon Partners Princeton Junction, New Jersey	$8.22M	$0	1	2.13%	Maintained
327	SI Sensato Investors San Francisco, California	$8.09M	+$7.11M	1	1.69%	New
328	Copeland Capital Management Conshohocken, Pennsylvania	$8.06M	+$7.8M	1	0.41%	Increased
329	Capital International Los Angeles, California	$8.03M	+$8.29M	1	0.47%	New
330	Aberdeen Asset Management Aberdeen, United Kingdom	$8M	-$236K	2	0.02%	Reduced
331	Employees Retirement System of Texas Austin, Texas	$7.99M	+$927K	2	0.1%	Increased
332	SGA Sector Gamma AS Oslo, Norway	$7.96M	+$7.89M	1	2.03%	New
333	Utah Retirement Systems Salt Lake City, Utah	$7.94M	-$19.9K	4	0.21%	Reduced
334	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$7.93M	+$1.31M	2	0.01%	Increased
335	CCA Canyon Capital Advisors Dallas, Texas	$7.9M	$0	1	0.21%	Maintained
336	Sterling Capital Management Charlotte, North Carolina	$7.89M	+$1.19M	2	0.07%	Increased
337	C WorldWide Group Copenhagen, Denmark	$7.83M	$0	1	0.11%	Maintained
338	ANI American National Insurance Galveston, Texas	$7.55M	$0	1	0.45%	Maintained
339	PC Pomelo Capital New York	$7.54M	+$4.36M	1	4.83%	Increased
340	SCM SKBA Capital Management San Francisco, California	$7.54M	+$8.21K	1	0.59%	Increased
341	Fiera Capital (Canada) Montreal, Quebec, Canada	$7.5M	+$265K	1	0.05%	Increased
342	Wasatch Advisors Salt Lake City, Utah	$7.48M	-$458K	1	0.08%	Reduced
343	ProShare Advisors Bethesda, Maryland	$7.34M	-$2.23M	5	0.1%	Reduced
344	CCT Country Club Trust Kansas City, Missouri	$7.28M	-$109K	1	1.04%	Reduced
345	LKIM Lawson Kroeker Investment Management Omaha, Nebraska	$7.22M	-$1.21M	1	2.14%	Reduced
346	ExxonMobil Investment Management Irving, Texas	$7.18M	-$569K	2	0.18%	Reduced
347	GS GAM Systematic Cambridge, United Kingdom	$7.17M	+$1.28M	3	0.91%	Increased
348	Janney Montgomery Scott Philadelphia, Pennsylvania	$7.12M	+$277K	5	0.15%	Increased
349	CC Coastland Capital Palo Alto, California	$7.08M	-$2.35M	1	0.19%	Reduced
350	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$7.04M	-$281K	6	0.08%	Reduced