← 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	HCMNY Howard Capital Management (New York) New York	$11M	-$32K	1	1.47%	Reduced
352	CRCP Copper Rock Capital Partners Boston, Massachusetts	$10.9M	+$10.3M	1	1.87%	New
353	Fifth Third Bancorp Cincinnati, Ohio	$10.8M	+$8.06M	6	0.06%	Increased
354	NIMC NWQ Investment Management Company Los Angeles, California	$10.6M	-$1.09M	1	0.36%	Reduced
355	State Farm Mutual Automobile Insurance Bloomington, Illinois	$10.6M	$0	1	0.01%	Maintained
356	RC Reik & Co New York	$10.5M	-$860	1	2.91%	Reduced
357	Empyrean Capital Partners Los Angeles, California	$10.5M	+$9.64M	1	0.63%	New
358	MSA Mason Street Advisors Milwaukee, Wisconsin	$10.5M	+$51K	8	0.21%	Increased
359	Brinker Capital Berwyn, Pennsylvania	$10.3M	-$1.47M	4	0.33%	Reduced
360	Oppenheimer Asset Management New York	$10.2M	-$3.53M	3	0.21%	Reduced
361	LPL Financial San Diego, California	$10.1M	+$1.74M	10	0.02%	Increased
362	Kornitzer Capital Management Shawnee Mission, Kansas	$10.1M	-$2.08M	2	0.2%	Reduced
363	ITP Iron Triangle Partners Cos Cob, Connecticut	$10.1M	+$8.92M	1	2.54%	New
364	ET Equitable Trust Nashville, Tennessee	$10.1M	+$1.26M	3	0.93%	Increased
365	Commonwealth Equity Services Waltham, Massachusetts	$10M	+$588K	9	0.04%	Increased
366	Picton Mahoney Asset Management Toronto, Ontario, Canada	$9.98M	+$3.85M	3	0.57%	Increased
367	Whittier Trust South Pasadena, California	$9.97M	-$84.1K	8	0.28%	Reduced
368	ACG Allen Capital Group Grand Island, Nebraska	$9.91M	+$360	2	2.63%	Increased
369	UBS O'Connor Chicago, Illinois	$9.76M	-$8.73M	1	0.22%	Reduced
370	UONDDL University of Notre Dame du Lac South Bend, Indiana	$9.57M	+$8.79M	1	2.62%	New
371	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$9.38M	+$1.79M	3	0.66%	Increased
372	WCF West Coast Financial Santa Barbara, California	$9.31M	-$49.2K	1	2.27%	Reduced
373	Maverick Capital Dallas, Texas	$9.19M	-$846K	4	0.19%	Reduced
374	Mairs & Power Inc St Paul, Minnesota	$9.1M	-$3.7M	1	0.12%	Reduced
375	MassMutual Private Wealth & Trust Windsor, Connecticut	$9.1M	-$326K	4	0.59%	Reduced