← 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	LMR Partners London, United Kingdom	$8.35M	+$7.28M	2	0.91%	Increased
327	PCM Portolan Capital Management Boston, Massachusetts	$8.33M	+$1.54M	1	1.12%	Increased
328	Copeland Capital Management Conshohocken, Pennsylvania	$8.11M	-$146K	1	0.56%	Reduced
329	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$8.02M	+$4.23M	2	0.95%	Increased
330	ProShare Advisors Bethesda, Maryland	$8.01M	-$514K	5	0.11%	Reduced
331	Utah Retirement Systems Salt Lake City, Utah	$8.01M	+$16.6K	4	0.22%	Increased
332	HP Hound Partners New York	$8M	-$9.04M	1	0.22%	Reduced
333	State Farm Mutual Automobile Insurance Bloomington, Illinois	$7.96M	$0	1	0.01%	Maintained
334	Sterling Capital Management Charlotte, North Carolina	$7.95M	+$284K	3	0.07%	Increased
335	Robeco Schweiz Zurich, Switzerland	$7.9M	-$1.55M	1	0.76%	Reduced
336	Quadrature Capital London, United Kingdom	$7.79M	+$5.12M	3	1.08%	Increased
337	NFGCM Norman Fields Gottscho Capital Management New York	$7.75M	+$3.58M	2	5.15%	Increased
338	Artisan Partners Milwaukee, Wisconsin	$7.75M	-$1.65M	1	0.02%	Reduced
339	ExxonMobil Investment Management Irving, Texas	$7.68M	+$563K	2	0.17%	Increased
340	ARTA A.R.T. Advisors New York	$7.65M	-$162K	2	0.34%	Reduced
341	EBIM Eagle Boston Investment Management Boston, Massachusetts	$7.61M	+$198K	1	1.05%	Increased
342	Foresters Investment Management New York	$7.58M	+$46.2K	1	0.15%	Increased
343	FCI Financial Counselors Inc Overland Park, Kansas	$7.51M	-$51.8K	1	0.47%	Reduced
344	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$7.5M	-$878K	5	0.16%	Reduced
345	GGI Godsey & Gibb Inc Richmond, Virginia	$7.44M	-$1.15M	1	1.43%	Reduced
346	HCM Hilton Capital Management Garden City, New York	$7.43M	-$256K	1	2.44%	Reduced
347	AP Archon Partners Princeton Junction, New Jersey	$7.41M	$0	1	2.04%	Maintained
348	HSA Hussman Strategic Advisors Ellicott City, Maryland	$7.4M	+$4.1M	2	0.98%	Increased
349	Janney Montgomery Scott Philadelphia, Pennsylvania	$7.37M	+$448K	6	0.19%	Increased
350	CCT Country Club Trust Kansas City, Missouri	$7.36M	+$55.1K	1	1.11%	Increased