← 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	Tocqueville Asset Management New York	$10.1M	-$881K	3	0.13%	Reduced
352	Weiss Multi-Strategy Advisers New York	$10M	+$766K	3	0.32%	Increased
353	Natixis Advisors Boston, Massachusetts	$9.97M	+$3.77M	4	0.1%	Increased
354	Kayne Anderson Rudnick Investment Management Los Angeles, California	$9.94M	+$6.74M	2	0.07%	Increased
355	Bridgeway Capital Management Houston, Texas	$9.93M	+$817K	5	0.11%	Increased
356	GA Glenhill Advisors New York	$9.9M	-$1.21M	1	1.13%	Reduced
357	CIBC World Market Toronto, Ontario, Canada	$9.73M	+$2.2M	4	0.04%	Increased
358	Utah Retirement Systems Salt Lake City, Utah	$9.71M	-$140K	5	0.21%	Reduced
359	PP Paloma Partners Greenwich, Connecticut	$9.7M	-$3.71M	6	0.15%	Reduced
360	NA Neuburgh Advisers Los Angeles, California	$9.61M	-$1.22M	3	0.34%	Reduced
361	Jacobs Levy Equity Management Florham Park, New Jersey	$9.61M	+$1.26M	2	0.16%	Increased
362	Amalgamated Bank New York	$9.6M	+$375K	7	0.25%	Increased
363	BlueCrest Capital Management St Helier, Jersey	$9.59M	+$4.72M	7	0.3%	Increased
364	LOAMU Lombard Odier Asset Management (USA) New York	$9.56M	+$9.61M	1	0.69%	New
365	Janney Montgomery Scott Philadelphia, Pennsylvania	$9.48M	+$15.3K	7	0.1%	Increased
366	Scout Investments Kansas City, Missouri	$9.36M	-$105K	1	0.22%	Reduced
367	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$9.33M	+$2.78M	1	0.9%	Increased
368	ECM Endurant Capital Management San Mateo, California	$9.32M	-$5.39M	1	3.48%	Reduced
369	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$9.32M	$0	2	2.03%	Maintained
370	Bahl & Gaynor Cincinnati, Ohio	$9.3M	-$9.29M	1	0.1%	Reduced
371	CCONH Crosby Company of New Hampshire Salem, New Hampshire	$9.26M	$0	1	100%	Maintained
372	State Farm Mutual Automobile Insurance Bloomington, Illinois	$9.22M	$0	1	0.01%	Maintained
373	SAM Scopus Asset Management New York	$9.22M	-$10.3M	1	0.09%	Reduced
374	CEP Chicago Equity Partners Chicago, Illinois	$9.13M	-$5.85M	5	0.29%	Reduced
375	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$9.12M	-$449K	3	0.01%	Reduced