← 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	BC Beaconlight Capital New York	$11.4M	+$6.65M	1	4.27%	Increased
327	Highbridge Capital Management New York	$11.1M	+$10.3M	5	0.18%	Increased
328	QS Investors New York	$11M	-$146K	10	0.11%	Reduced
329	RC Reik & Co New York	$11M	-$82.7K	1	3.57%	Reduced
330	Engineers Gate Manager New York	$10.9M	+$613K	5	0.73%	Increased
331	Swiss Life Asset Management Zurich,	$10.9M	+$9.18M	3	0.19%	Increased
332	KBC Group Brussels, Belgium	$10.9M	-$7.33M	6	0.1%	Reduced
333	Public Employees Retirement Association of Colorado Denver, Colorado	$10.9M	-$903K	9	0.07%	Reduced
334	Copeland Capital Management Conshohocken, Pennsylvania	$10.8M	-$3.02M	1	0.69%	Reduced
335	Commerzbank Aktiengesellschaft Frankfurt, Germany	$10.8M	-$1.71M	5	0.11%	Reduced
336	FCI Financial Counselors Inc Overland Park, Kansas	$10.8M	-$1.2M	3	0.51%	Reduced
337	SCM Suffolk Capital Management New York	$10.8M	+$10M	1	1.52%	Increased
338	Loomis, Sayles & Company Boston, Massachusetts	$10.8M	-$2M	1	0.02%	Reduced
339	Oregon Public Employees Retirement Fund Tigard, Oregon	$10.7M	+$45.2K	6	0.16%	Increased
340	Quadrature Capital London, United Kingdom	$10.7M	+$9.74M	4	0.83%	Increased
341	Bellevue Group Kuesnacht, Switzerland	$10.5M	+$5.67M	1	1.04%	Increased
342	1832 Asset Management Toronto, Ontario, Canada	$10.5M	+$10.8M	2	0.04%	New
343	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$10.5M	-$965K	2	0.88%	Reduced
344	BB&T Securities Richmond, Virginia	$10.5M	+$4.85M	5	0.12%	Increased
345	MSA Mason Street Advisors Milwaukee, Wisconsin	$10.5M	-$223K	7	0.24%	Reduced
346	Quantbot Technologies New York	$10.3M	+$6.68M	6	0.89%	Increased
347	Fidelity International Hamilton, Bermuda	$10.2M	-$44.2M	1	0.03%	Reduced
348	LPL Financial San Diego, California	$10.2M	+$2.51M	8	0.03%	Increased
349	ACG Allen Capital Group Grand Island, Nebraska	$10.2M	-$6.24K	2	3.94%	Reduced
350	Commonwealth Equity Services Waltham, Massachusetts	$10.1M	+$2.96M	8	0.05%	Increased