← 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	HIM HGC Investment Management Toronto, Ontario, Canada	$9.53M	+$5.8M	2	2.3%	Increased
352	RG Renaissance Group Covington, Kentucky	$9.42M	-$2.24M	2	0.43%	Reduced
353	Xact Kapitalforvaltning Stockholm, Sweden	$9.41M	+$773K	9	0.24%	Increased
354	KIC Keating Investment Counselors Delray Beach, Florida	$9.37M	-$1.95M	1	4.75%	Reduced
355	Voloridge Investment Management Jupiter, Florida	$9.34M	+$10.6M	4	0.42%	Increased
356	Candriam SCA Strassen, Luxembourg, Luxembourg	$9.31M	+$400K	4	0.14%	Increased
357	Utah Retirement Systems Salt Lake City, Utah	$9.3M	+$507K	5	0.21%	Increased
358	HAIM Hunter Associates Investment Management Pittsburgh, Pennsylvania	$9.29M	-$133K	3	3.78%	Reduced
359	PAS Professional Advisory Services Vero Beach, Florida	$9.23M	-$3.25M	1	2.06%	Reduced
360	Handelsbanken Fonder Stockholm, Sweden	$9.19M	+$13.1M	1	0.19%	New
361	MIM Monashee Investment Management Boston, Massachusetts	$9.13M	+$9.15M	2	6.19%	New
362	Twin Tree Management Dallas, Texas	$8.89M	+$5.91M	4	0.06%	Increased
363	Segall Bryant & Hamill Chicago, Illinois	$8.87M	+$6.04M	2	0.15%	Increased
364	Kornitzer Capital Management Shawnee Mission, Kansas	$8.82M	+$7.72M	3	0.18%	Increased
365	CCM Camber Capital Management Boston, Massachusetts	$8.62M	+$10.7M	1	0.41%	New
366	Amalgamated Bank New York	$8.57M	+$846K	8	0.24%	Increased
367	TIA Tandem Investment Advisors Charleston, South Carolina	$8.5M	+$618K	1	2.21%	Increased
368	DIA Dean Investment Associates Beavercreek, Ohio	$8.48M	-$2.29M	2	1.35%	Reduced
369	Achmea Investment Management Zeist, Netherlands	$8.47M	+$755K	3	0.39%	Increased
370	Bahl & Gaynor Cincinnati, Ohio	$8.41M	-$1.16M	1	0.09%	Reduced
371	CC Carbonado Capital New York	$8.3M	-$11.9M	1	5.58%	Reduced
372	CAM ClariVest Asset Management San Diego, California	$8.26M	+$2.74M	2	0.18%	Increased
373	TCCM Two Creeks Capital Management New York	$8.25M	-$82.6M	1	0.56%	Reduced
374	M&T Bank Buffalo, New York	$8.08M	+$2.16M	7	0.05%	Increased
375	Norinchukin Bank Tokyo, Japan	$8.03M	+$4.56M	4	0.11%	Increased