← 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	Copeland Capital Management Conshohocken, Pennsylvania	$7.67M	-$78.6K	1	0.43%	Reduced
327	Panagora Asset Management Boston, Massachusetts	$7.62M	-$12.9M	8	0.04%	Reduced
328	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$7.59M	+$2.42M	2	0.06%	Increased
329	State Farm Mutual Automobile Insurance Bloomington, Illinois	$7.56M	+$996K	1	0.01%	Increased
330	Utah Retirement Systems Salt Lake City, Utah	$7.48M	+$11.4K	4	0.2%	Increased
331	Jefferies Group New York	$7.42M	+$4.48M	3	0.04%	Increased
332	Sterling Capital Management Charlotte, North Carolina	$7.4M	+$2.94K	2	0.07%	Increased
333	ARTA A.R.T. Advisors New York	$7.35M	+$4.06M	2	0.35%	Increased
334	FDCC Foster Dykema Cabot & Co Waltham, Massachusetts	$7.32M	+$42.9K	1	1.83%	Increased
335	HT HAP Trading New York	$7.23M	+$7.3M	2	0.35%	New
336	Baird Financial Group Milwaukee, Wisconsin	$7.21M	+$80.2K	3	0.07%	Increased
337	CIA CSat Investment Advisory Detroit, Michigan	$7.17M	+$6.98M	1	6.12%	New
338	FQ First Quadrant Glendale, California	$7.17M	+$7.18M	4	0.16%	Increased
339	FCI Financial Counselors Inc Overland Park, Kansas	$7.14M	-$730K	1	0.46%	Reduced
340	PCM Portolan Capital Management Boston, Massachusetts	$7.06M	-$1.93M	1	0.89%	Reduced
341	AP Archon Partners Princeton Junction, New Jersey	$7.04M	-$293K	1	1.9%	Reduced
342	KeyBank National Association Cleveland, Ohio	$6.95M	-$284K	4	0.05%	Reduced
343	Nomura Asset Management Tokyo, Japan	$6.91M	+$1.21M	3	0.13%	Increased
344	CCT Country Club Trust Kansas City, Missouri	$6.9M	-$87.9K	1	1.05%	Reduced
345	LSC Lyon Street Capital Sausalito, California	$6.77M	+$889K	1	4.52%	Increased
346	HCM Hilton Capital Management Garden City, New York	$6.77M	+$2.15M	1	2.18%	Increased
347	Commonwealth Equity Services Waltham, Massachusetts	$6.74M	+$970K	6	0.06%	Increased
348	Virtu KCG Holdings New York	$6.7M	+$2.25M	8	0.11%	Increased
349	ExxonMobil Investment Management Irving, Texas	$6.7M	-$211K	2	0.17%	Reduced
350	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$6.67M	-$132K	6	0.09%	Reduced