← 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	KIC Keating Investment Counselors Delray Beach, Florida	$9.23M	-$307K	1	4.17%	Reduced
352	Weiss Multi-Strategy Advisers New York	$9.19M	+$7.98M	3	0.23%	Increased
353	Sit Investment Associates Minneapolis, Minnesota	$9.18M	-$3.87M	1	0.29%	Reduced
354	Bridgeway Capital Management Houston, Texas	$9.17M	+$1.09M	3	0.11%	Increased
355	LOAMU Lombard Odier Asset Management (USA) New York	$9.12M	+$9.06M	1	0.75%	New
356	AIM Assured Investment Management New York	$9.11M	-$2.9M	5	0.1%	Reduced
357	ACG Allen Capital Group Grand Island, Nebraska	$9.09M	+$275	2	3%	Increased
358	M&T Bank Buffalo, New York	$9.05M	+$651K	8	0.05%	Increased
359	TIA Tandem Investment Advisors Charleston, South Carolina	$9.02M	+$1.25M	1	1.99%	Increased
360	AQR Arbitrage Greenwich, Connecticut	$8.98M	-$1.99M	2	0.11%	Reduced
361	Mutual of America Capital Management New York	$8.93M	+$118K	8	0.13%	Increased
362	Mairs & Power Inc St Paul, Minnesota	$8.9M	+$8.91K	1	0.11%	Increased
363	Barings Charlotte, North Carolina	$8.86M	+$3.11M	4	0.2%	Increased
364	NA Neuburgh Advisers Los Angeles, California	$8.79M	+$1.74M	4	0.3%	Increased
365	GHCM Glen Harbor Capital Management San Diego, California	$8.78M	-$1.99M	6	0.19%	Reduced
366	Norinchukin Bank Tokyo, Japan	$8.77M	+$307K	4	0.11%	Increased
367	HAIM Hunter Associates Investment Management Pittsburgh, Pennsylvania	$8.74M	+$118K	3	3.06%	Increased
368	Amalgamated Bank New York	$8.71M	-$36K	7	0.21%	Reduced
369	PineBridge Investments New York	$8.7M	-$14.2M	5	0.18%	Reduced
370	OA Oak Associates Akron, Ohio	$8.66M	-$1.65M	1	0.53%	Reduced
371	QIM Quantitative Investment Management Charlottesville, Virginia	$8.62M	-$433K	3	0.5%	Reduced
372	Commerzbank Aktiengesellschaft Frankfurt, Germany	$8.6M	-$1.33M	3	0.08%	Reduced
373	State Farm Mutual Automobile Insurance Bloomington, Illinois	$8.55M	$0	1	0.01%	Maintained
374	Zurich Insurance Group Zurich, Switzerland	$8.5M	+$5.92M	2	0.18%	Increased
375	GGHC Gilder Gagnon Howe & Co New York	$8.49M	+$59.6K	1	0.09%	Increased