← 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	BC Beaconlight Capital New York	$8.22M	-$106K	1	4.34%	Reduced
352	Utah Retirement Systems Salt Lake City, Utah	$8.2M	-$73.2K	5	0.18%	Reduced
353	FCI Financial Counselors Inc Overland Park, Kansas	$8.15M	+$659K	3	0.4%	Increased
354	Brown Advisory Baltimore, Maryland	$7.99M	-$17.8M	4	0.03%	Reduced
355	Pendal Group Sydney, Australia	$7.92M	+$541K	2	0.1%	Increased
356	Commonwealth Equity Services Waltham, Massachusetts	$7.8M	-$197K	8	0.05%	Reduced
357	Artemis Investment Management Edinburgh, United Kingdom	$7.77M	+$3.79M	2	0.16%	Increased
358	SCA Secor Capital Advisors New York	$7.75M	+$185K	2	0.74%	Increased
359	Kornitzer Capital Management Shawnee Mission, Kansas	$7.73M	-$90.2K	2	0.13%	Reduced
360	Engineers Gate Manager New York	$7.58M	+$377K	4	0.64%	Increased
361	D.A. Davidson & Co Great Falls, Montana	$7.45M	+$826K	4	0.15%	Increased
362	NA Neuburgh Advisers Los Angeles, California	$7.44M	-$537K	3	0.28%	Reduced
363	FQ First Quadrant Glendale, California	$7.4M	-$11.6M	5	0.14%	Reduced
364	Lazard Asset Management New York	$7.24M	+$7.32M	2	0.01%	Increased
365	Amalgamated Bank New York	$7.24M	-$219K	6	0.23%	Reduced
366	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$7.13M	-$762K	8	0.09%	Reduced
367	M&T Bank Buffalo, New York	$7.1M	-$1.14M	7	0.04%	Reduced
368	EBIM Eagle Boston Investment Management Boston, Massachusetts	$7.1M	+$35.3K	1	0.73%	Increased
369	SAM Shell Asset Management The Hague, Netherlands	$7.06M	-$746K	4	0.16%	Reduced
370	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$7.04M	-$2.26M	3	0.25%	Reduced
371	Oppenheimer & Co New York	$7M	-$393K	5	0.19%	Reduced
372	LPL Financial San Diego, California	$6.99M	-$228K	7	0.02%	Reduced
373	DIA Dean Investment Associates Beavercreek, Ohio	$6.95M	-$6.61M	2	1.06%	Reduced
374	Great Lakes Advisors Chicago, Illinois	$6.89M	+$6.84M	1	0.16%	New
375	Quantbot Technologies New York	$6.88M	-$12.6M	3	0.66%	Reduced