← 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	HCMT Highland Capital Management (Texas) Dallas, Texas	$8.66M	+$4.47M	1	0.36%	Increased
327	Foresters Investment Management New York	$8.64M	+$263K	1	0.17%	Increased
328	Utah Retirement Systems Salt Lake City, Utah	$8.57M	+$91.9K	4	0.23%	Increased
329	OCA Otter Creek Advisors Palm Beach Gardens, Florida	$8.51M	+$1.42M	1	1.54%	Increased
330	HCM Hilton Capital Management Garden City, New York	$8.47M	+$257K	1	2.68%	Increased
331	AC Ascend Capital Orinda, California	$8.46M	+$2.38M	1	0.55%	Increased
332	PAIM Punch & Associates Investment Management Edina, Minnesota	$8.45M	+$40.6K	1	0.98%	Increased
333	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$8.35M	+$2.53M	6	0.45%	Increased
334	Copeland Capital Management Conshohocken, Pennsylvania	$8.31M	-$515K	1	0.57%	Reduced
335	Nomura Holdings Tokyo, Japan	$8.29M	+$4.81M	2	0.03%	Increased
336	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$8.26M	-$22.5K	2	0.01%	Reduced
337	Jacobs Levy Equity Management Florham Park, New Jersey	$8.18M	-$485K	2	0.17%	Reduced
338	CCT Country Club Trust Kansas City, Missouri	$8.12M	+$217K	1	1.18%	Increased
339	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$8.11M	-$5.98M	2	0.61%	Reduced
340	State of Alaska Department of Revenue Juneau, Alaska	$8.09M	+$502K	2	0.84%	Increased
341	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$8.06M	+$333K	5	0.15%	Increased
342	Capital International Los Angeles, California	$8.06M	-$3.6M	1	0.58%	Reduced
343	FP Foundry Partners Minneapolis, Minnesota	$8.01M	+$8.06M	1	0.45%	New
344	FCI Financial Counselors Inc Overland Park, Kansas	$8.01M	-$32.1K	1	0.48%	Reduced
345	VDBMI Van Den Berg Management I Austin, Texas	$8M	-$24.1M	1	1.03%	Reduced
346	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$7.96M	+$1.31M	5	0.29%	Increased
347	HA Heartland Advisors Milwaukee, Wisconsin	$7.93M	-$5.64M	1	0.45%	Reduced
348	State Farm Mutual Automobile Insurance Bloomington, Illinois	$7.87M	$0	1	0.01%	Maintained
349	NFGCM Norman Fields Gottscho Capital Management New York	$7.83M	-$233K	2	5.48%	Reduced
350	AP Archon Partners Princeton Junction, New Jersey	$7.81M	$0	1	2.13%	Maintained