← 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	RCM Riverhead Capital Management Wilmington, Delaware	$8.47M	-$114K	8	0.52%	Reduced
327	Regions Financial Corp Birmingham, Alabama	$8.46M	-$555K	3	0.1%	Reduced
328	Nomura Asset Management Tokyo, Japan	$8.45M	-$3.81M	6	0.15%	Reduced
329	Utah Retirement Systems Salt Lake City, Utah	$8.35M	+$51.4K	5	0.21%	Increased
330	M&T Bank Buffalo, New York	$8.33M	-$110K	6	0.05%	Reduced
331	MCIM Meadow Creek Investment Management Atlanta, Georgia	$8.32M	+$8.35M	6	0.22%	New
332	AIM Assured Investment Management New York	$8.31M	-$12.3M	3	0.15%	Reduced
333	MPAM Monarch Partners Asset Management Boston, Massachusetts	$8.2M	+$7.65M	1	0.7%	New
334	Fjarde Ap-fonden Stockholm, Sweden	$8.2M	-$1.45M	3	0.19%	Reduced
335	Commonwealth Equity Services Waltham, Massachusetts	$8.17M	+$1.02M	7	0.06%	Increased
336	Squarepoint New York	$8.15M	-$17.6M	5	0.33%	Reduced
337	Edge Asset Management Seattle, Washington	$8.12M	-$5.01M	1	0.06%	Reduced
338	CG Clinton Group New York	$8.11M	-$15.7M	2	0.47%	Reduced
339	Raymond James Financial Services Advisors St. Petersburg, Florida	$8.09M	-$513K	6	0.07%	Reduced
340	Zurich Cantonal Bank Zurich, Switzerland	$8.05M	-$6.05M	8	0.08%	Reduced
341	FCM Flinton Capital Management Philadelphia, Pennsylvania	$7.99M	+$8.02M	6	0.35%	New
342	SIM Spark Investment Management New York	$7.98M	+$1.7M	2	0.66%	Increased
343	Copeland Capital Management Conshohocken, Pennsylvania	$7.94M	+$22.3K	1	0.52%	Increased
344	PAIM Punch & Associates Investment Management Edina, Minnesota	$7.93M	+$35.3K	1	0.79%	Increased
345	FP Foundry Partners Minneapolis, Minnesota	$7.89M	$0	1	0.34%	Maintained
346	T TOBAM Paris, France	$7.87M	-$15.5M	1	0.32%	Reduced
347	FCI Financial Counselors Inc Overland Park, Kansas	$7.77M	+$7.26M	2	0.41%	New
348	WHI William Harris Investors Chicago, Illinois	$7.77M	+$7.54M	1	2.24%	New
349	LHC Lodge Hill Capital New York	$7.74M	+$6.97M	1	0.99%	New
350	AHL Partners London, United Kingdom	$7.62M	-$4.75M	4	0.23%	Reduced