← 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	State Farm Mutual Automobile Insurance Bloomington, Illinois	$7.62M	$0	1	0.01%	Maintained
352	GCM Grisanti Capital Management New York	$7.59M	+$7.36M	1	3.41%	New
353	GHCM Glen Harbor Capital Management San Diego, California	$7.58M	+$7.71M	7	0.21%	New
354	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$7.57M	+$190K	7	0.1%	Increased
355	SGA Sector Gamma AS Oslo, Norway	$7.56M	+$101K	1	1.42%	Increased
356	Andra AP-fonden Goteborg, Sweden	$7.47M	-$10.7M	3	0.2%	Reduced
357	SCA Signpost Capital Advisors New York	$7.37M	+$1.61M	1	9.02%	Increased
358	Group One Trading Chicago, Illinois	$7.36M	+$7.09M	4	0.07%	Increased
359	DIA Dean Investment Associates Beavercreek, Ohio	$7.28M	-$10.7K	2	1.25%	Reduced
360	MFWM Motley Fool Wealth Management Alexandria, Virginia	$7.25M	+$7.15M	1	0.77%	New
361	Creative Planning Overland Park, Kansas	$7.18M	+$667K	10	0.04%	Increased
362	RCM Rutabaga Capital Management Boston, Massachusetts	$7.15M	$0	1	1.23%	Maintained
363	ICM Ionic Capital Management New York	$7.14M	-$788K	1	0.39%	Reduced
364	TAM Tyers Asset Management Austin, Texas	$7.12M	+$6.88M	5	0.3%	New
365	QIM Quantitative Investment Management Charlottesville, Virginia	$7.12M	+$1.91M	2	0.18%	Increased
366	SAM Shell Asset Management The Hague, Netherlands	$7.09M	-$5.12M	5	0.17%	Reduced
367	Commerzbank Aktiengesellschaft Frankfurt, Germany	$7.02M	-$253K	6	0.1%	Reduced
368	WEO William E. Oberndorf	$6.98M	$0	1	8.28%	Maintained
369	GCP GSA Capital Partners London, United Kingdom	$6.94M	-$4.38M	5	0.41%	Reduced
370	ZC Zelman Capital Beachwood, Ohio	$6.93M	-$182K	1	8.47%	Reduced
371	Fuller & Thaler Asset Management San Mateo, California	$6.92M	+$987K	3	0.1%	Increased
372	Engineers Gate Manager New York	$6.9M	+$2.24M	4	0.74%	Increased
373	1WCM 12 West Capital Management New York	$6.85M	$0	1	1.22%	Maintained
374	Bridgewater Associates Westport, Connecticut	$6.82M	-$11.9M	2	0.06%	Reduced
375	Capital International Los Angeles, California	$6.8M	+$112K	1	0.48%	Increased