← 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
351	Glenmede Trust Philadelphia, Pennsylvania	$7.93M	+$7.91M	9	0.1%	New
352	Capital Guardian Trust Los Angeles, California	$7.93M	+$8.19M	2	0.06%	New
353	CCM Coliseum Capital Management Rowayton, Connecticut	$7.9M	+$6.53M	1	4.23%	New
354	OrbiMed New York	$7.85M	+$8.12M	1	0.17%	New
355	Fred Alger Management New York	$7.82M	+$7.78M	1	0.05%	New
356	CONA Capital One National Association New York	$7.73M	+$7.83M	4	0.83%	New
357	NCCM Nine Chapters Capital Management Short Hills, New Jersey	$7.42M	+$7.39M	1	1.28%	New
358	ProShare Advisors Bethesda, Maryland	$7.41M	+$7.42M	7	0.15%	New
359	NG NatWest Group Edinburgh, Scotland, United Kingdom	$7.34M	+$7.42M	3	0.1%	New
360	SCCM Schafer Cullen Capital Management New York	$7.21M	+$7.17M	1	0.09%	New
361	FIG Fortress Investment Group New York	$6.95M	+$6.56M	1	0.17%	New
362	Stock Yards Bank & Trust Louisville, Kentucky	$6.92M	+$7.27M	1	0.77%	New
363	Jupiter Investment Management London, United Kingdom	$6.91M	+$7.14M	1	0.83%	New
364	First Citizens Bank & Trust Raleigh, North Carolina	$6.9M	+$6.93M	5	0.28%	New
365	ExxonMobil Investment Management Irving, Texas	$6.89M	+$6.96M	2	0.17%	New
366	Bank of Nova Scotia Toronto, Ontario, Canada	$6.81M	+$6.78M	1	0.03%	New
367	LKIM Lawson Kroeker Investment Management Omaha, Nebraska	$6.76M	+$6.73M	1	2.36%	New
368	TC TFS Capital West Chester, Pennsylvania	$6.71M	+$6.44M	3	0.28%	New
369	Utah Retirement Systems Salt Lake City, Utah	$6.69M	+$6.75M	5	0.23%	New
370	GIM Goelzer Investment Management Carmel, Indiana	$6.68M	+$6.3M	1	0.71%	New
371	Royal London Asset Management United Kingdom	$6.53M	+$6.54M	3	0.19%	New
372	PCM Palouse Capital Management Spokane, Washington	$6.4M	+$6.38M	2	2.72%	New
373	CIC Chase Investment Counsel Charlottesville, Virginia	$6.37M	+$6.58M	1	1.7%	New
374	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$6.31M	+$6.38M	2	0.05%	New
375	EULAV Asset Management Sarasota, Florida	$6.27M	+$6.27M	6	0.38%	New