← 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	SCCM Schafer Cullen Capital Management New York	$7.07M	+$931K	1	0.08%	Increased
352	Teacher Retirement System of Texas Austin, Texas	$7.07M	-$18.8M	8	0.06%	Reduced
353	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$7.02M	+$251K	3	1.13%	Increased
354	Eaton Vance Management Boston, Massachusetts	$7.01M	+$2.36M	2	0.02%	Increased
355	GCG Giovine Capital Group Santa Monica, California	$7M	+$6.21M	1	3.63%	New
356	CC Colrain Capital Boston, Massachusetts	$7M	+$8M	1	0.52%	New
357	LG LaFleur & Godfrey Grand Rapids, Michigan	$7M	+$1.99M	1	2.01%	Increased
358	IA Icon Advisers Greenwood Village, Colorado	$6.94M	+$4.76M	3	0.53%	Increased
359	AAM Auxier Asset Management Aurora, Oregon	$6.83M	+$3.41M	1	1.58%	Increased
360	Tocqueville Asset Management New York	$6.73M	+$1.53M	3	0.08%	Increased
361	Janney Montgomery Scott Philadelphia, Pennsylvania	$6.67M	+$5.03M	4	0.2%	Increased
362	Utah Retirement Systems Salt Lake City, Utah	$6.53M	-$274K	4	0.21%	Reduced
363	HA Heartland Advisors Milwaukee, Wisconsin	$6.47M	-$18.4M	1	0.12%	Reduced
364	Fred Alger Management New York	$6.46M	-$605K	2	0.04%	Reduced
365	FQ First Quadrant Glendale, California	$6.45M	+$5.17M	4	0.16%	Increased
366	Sculptor Capital New York	$6.35M	+$2.88M	2	0.02%	Increased
367	Prudential plc London, England, United Kingdom	$6.34M	-$3.2M	2	0.03%	Reduced
368	Fidelity International Hamilton, Bermuda	$6.19M	-$2.66M	1	0.03%	Reduced
369	Oregon Public Employees Retirement Fund Tigard, Oregon	$6.13M	+$7.99K	6	0.25%	Increased
370	Virtu KCG Holdings New York	$6.1M	+$6.08M	6	0.08%	New
371	ExxonMobil Investment Management Irving, Texas	$6.07M	-$132K	2	0.15%	Reduced
372	CCP Clough Capital Partners Boston, Massachusetts	$6.06M	+$353K	1	0.19%	Increased
373	PFC Phocas Financial Corp Alameda, California	$6.04M	-$894K	1	0.58%	Reduced
374	Jane Street New York	$6.01M	-$318K	7	0.07%	Reduced
375	Royal London Asset Management United Kingdom	$6M	+$104K	3	0.16%	Increased