← 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	HCMNY Howard Capital Management (New York) New York	$9.24M	-$70.3K	1	1.58%	Reduced
327	Mairs & Power Inc St Paul, Minnesota	$9.21M	-$337K	1	0.13%	Reduced
328	GEH General Equity Holdings Brooklyn, New York	$9.1M	+$1.77M	1	5.93%	Increased
329	Trillium Asset Management Boston, Massachusetts	$9.07M	+$477K	2	0.48%	Increased
330	CAM Cormorant Asset Management Boston, Massachusetts	$9.04M	-$1.65M	1	0.42%	Reduced
331	Maverick Capital Dallas, Texas	$8.97M	-$8.9K	4	0.19%	Reduced
332	NIMC NWQ Investment Management Company Los Angeles, California	$8.96M	-$1.68M	1	0.36%	Reduced
333	KOCAA Knights of Columbus Asset Advisors New Haven, Connecticut	$8.95M	+$6.68M	2	1.13%	Increased
334	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$8.77M	+$5.71M	3	0.08%	Increased
335	Scout Investments Kansas City, Missouri	$8.68M	-$1.29M	1	0.26%	Reduced
336	ACG Allen Capital Group Grand Island, Nebraska	$8.47M	+$12.3K	2	2.61%	Increased
337	B BP London, United Kingdom	$8.46M	+$4.27M	4	0.36%	Increased
338	MSA Mason Street Advisors Milwaukee, Wisconsin	$8.42M	+$28	8	0.19%	Increased
339	Engineers Gate Manager New York	$8.41M	-$3.31M	6	0.61%	Reduced
340	Mutual of America Capital Management New York	$8.36M	+$171K	8	0.14%	Increased
341	KPF K2 Principal Fund Toronto, Ontario, Canada	$8.28M	+$8.14M	1	1.57%	Increased
342	Commonwealth Equity Services Waltham, Massachusetts	$8.2M	+$36.1K	8	0.04%	Increased
343	CT Cambridge Trust Cambridge, Massachusetts	$8.18M	-$91.6K	1	0.56%	Reduced
344	Twin Tree Management Dallas, Texas	$8.08M	+$1.35M	5	0.04%	Increased
345	FVCM F&V Capital Management Boca Raton, Florida	$8.06M	+$163K	1	5.13%	Increased
346	State Farm Mutual Automobile Insurance Bloomington, Illinois	$8.05M	$0	1	0.01%	Maintained
347	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$7.98M	-$20.5M	6	0.09%	Reduced
348	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$7.98M	+$83K	10	0.11%	Increased
349	PC Pier Capital Stamford, Connecticut	$7.97M	+$4.61M	2	1.76%	Increased
350	IM Islet Management New York	$7.83M	+$1.27M	1	1.14%	Increased