← 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	NAM NorthCoast Asset Management Greenwich, Connecticut	$8.84M	-$6.95M	1	0.57%	Reduced
352	Railway Pension Investments London, United Kingdom	$8.76M	$0	2	0.11%	Maintained
353	Public Employees Retirement Association of Colorado Denver, Colorado	$8.75M	-$769K	9	0.05%	Reduced
354	Fuller & Thaler Asset Management San Mateo, California	$8.61M	+$7.97M	2	0.1%	Increased
355	Amalgamated Bank New York	$8.57M	+$112K	7	0.2%	Increased
356	DA DSC Advisors Chicago, Illinois	$8.44M	+$3.89M	1	1.48%	Increased
357	SCM Stonepine Capital Management Bend, Oregon	$8.39M	$0	1	5.77%	Maintained
358	MCIM Meadow Creek Investment Management Atlanta, Georgia	$8.32M	-$2.49M	6	0.17%	Reduced
359	LM Luminus Management Houston, Texas	$8.31M	+$7.71M	1	0.2%	New
360	State Farm Mutual Automobile Insurance Bloomington, Illinois	$8.29M	$0	1	0.01%	Maintained
361	Blackstone Inc New York	$8.29M	+$8.83M	1	0.04%	New
362	ACG Allen Capital Group Grand Island, Nebraska	$8.24M	+$385	2	2.66%	Increased
363	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$8.24M	+$7.59M	1	0.2%	New
364	Summit Partners Public Asset Management Boston, Massachusetts	$8.19M	+$5.61M	1	0.81%	Increased
365	SAM Shell Asset Management The Hague, Netherlands	$8.12M	+$571K	4	0.18%	Increased
366	AQR Arbitrage Greenwich, Connecticut	$8.04M	-$1.01M	2	0.09%	Reduced
367	IAM Integre Asset Management New York	$8.03M	+$3.04M	3	4.6%	Increased
368	SSG Summit Securities Group New York	$8.02M	+$8.79M	1	0.93%	New
369	MSA Mason Street Advisors Milwaukee, Wisconsin	$8.02M	+$23.5K	8	0.17%	Increased
370	NIP Nicholas Investment Partners Rancho Santa Fe, California	$7.95M	+$1.38M	1	0.73%	Increased
371	KIC Keating Investment Counselors Delray Beach, Florida	$7.79M	-$15.2K	1	3.47%	Reduced
372	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$7.77M	$0	1	1.89%	Maintained
373	OAM Oxford Asset Management Oxford, United Kingdom	$7.76M	-$1.46M	2	0.17%	Reduced
374	JP Morgan Private Wealth Advisors San Francisco, California	$7.55M	-$3.18M	4	0.04%	Reduced
375	HCMNY Howard Capital Management (New York) New York	$7.52M	+$2.22M	1	1.03%	Increased