← 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	BCM Buckhead Capital Management Atlanta, Georgia	$7.16M	+$7.12M	1	0.91%	New
352	SAC Capital Advisors Stamford, Connecticut	$7.14M	-$11.5M	4	0.04%	Reduced
353	Stifel Financial St. Louis, Missouri	$7.09M	+$7.09M	6	0.07%	New
354	Mitsubishi UFJ Asset Management Tokyo, Japan	$6.97M	+$163K	4	0.19%	Increased
355	AP Archon Partners Princeton Junction, New Jersey	$6.95M	-$1.06M	1	1.96%	Reduced
356	Eaton Vance Management Boston, Massachusetts	$6.95M	-$185K	2	0.02%	Reduced
357	CII CR Intrinsic Investors Stamford, Connecticut	$6.83M	+$6.78M	1	0.26%	New
358	CC Chubb Corp Warren, New Jersey	$6.74M	+$8.3M	1	0.37%	New
359	EA Euclid Advisors Hartford, Connecticut	$6.72M	-$6.9M	1	0.05%	Reduced
360	Oppenheimer & Co New York	$6.65M	+$4.21M	2	0.2%	Increased
361	PCM Portolan Capital Management Boston, Massachusetts	$6.64M	-$5.68M	3	1.53%	Reduced
362	Utah Retirement Systems Salt Lake City, Utah	$6.62M	+$36.2K	4	0.19%	Increased
363	ExxonMobil Investment Management Irving, Texas	$6.61M	+$34.4K	2	0.15%	Increased
364	Prudential plc London, England, United Kingdom	$6.56M	-$836K	2	0.03%	Reduced
365	Bahl & Gaynor Cincinnati, Ohio	$6.55M	+$3.84M	2	0.11%	Increased
366	ANI American National Insurance Galveston, Texas	$6.54M	$0	1	0.42%	Maintained
367	Pentwater Capital Management Naples, Florida	$6.52M	+$7.52M	1	0.17%	New
368	GI Greenwood Investments Boston, Massachusetts	$6.5M	+$565K	1	4.32%	Increased
369	Scotia Capital Toronto, Ontario, Canada	$6.48M	+$721K	4	0.14%	Increased
370	D.A. Davidson & Co Great Falls, Montana	$6.47M	+$1.16M	6	0.23%	Increased
371	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$6.45M	+$139K	2	0.74%	Increased
372	DP Dearborn Partners Chicago, Illinois	$6.4M	+$830K	2	0.7%	Increased
373	LPL Financial San Diego, California	$6.34M	-$1.55M	6	0.04%	Reduced
374	KeyBank National Association Cleveland, Ohio	$6.33M	-$899K	5	0.05%	Reduced
375	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$6.33M	-$178K	6	0.07%	Reduced