← 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	SGAM Smith Group Asset Management Dallas, Texas	$13.1M	+$11.3M	1	0.76%	New
352	CA Capitolis Advisors New York	$13M	+$12.9M	5	0.22%	New
353	Bahl & Gaynor Cincinnati, Ohio	$12.9M	-$143K	1	0.08%	Reduced
354	Adams Diversified Equity Fund Baltimore, Maryland	$12.5M	+$11.6M	1	0.57%	New
355	Zacks Investment Management Chicago, Illinois	$12.5M	+$2.97M	4	0.23%	Increased
356	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$12.3M	+$2.29M	7	0.17%	Increased
357	Sit Investment Associates Minneapolis, Minnesota	$12.2M	-$864K	1	0.33%	Reduced
358	MSA Mason Street Advisors Milwaukee, Wisconsin	$12M	-$88.1K	8	0.2%	Reduced
359	Qube Research & Technologies (QRT) London, United Kingdom	$11.9M	-$12M	8	0.17%	Reduced
360	HCMNY Howard Capital Management (New York) New York	$11.7M	+$116K	1	1.32%	Increased
361	ET Equitable Trust Nashville, Tennessee	$11.6M	+$353K	4	0.86%	Increased
362	RCMC RK Capital Management (Colorado) Denver, Colorado	$11.6M	+$1.11M	1	2.57%	Increased
363	Crossmark Global Holdings Houston, Texas	$11.6M	+$2.52M	6	0.29%	Increased
364	Mercer Global Advisors Denver, Colorado	$11.6M	+$1.26M	5	0.15%	Increased
365	Hennessy Advisors Inc Novato, California	$11.6M	+$11M	1	0.74%	New
366	Gateway Investment Advisers Cincinnati, Ohio	$11.5M	-$235K	3	0.13%	Reduced
367	E Ergoteles New York	$11.4M	+$7.48M	4	0.38%	Increased
368	CM Capital Management Glen Allen, Virginia	$11.4M	+$406K	1	3.1%	Increased
369	FC Fairpointe Capital Chicago, Illinois	$11.3M	-$2.69M	1	2.08%	Reduced
370	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$11.3M	+$392K	3	0.64%	Increased
371	VWM Venturi Wealth Management Austin, Texas	$11.2M	+$268K	2	1.16%	Increased
372	ECM Endurant Capital Management San Mateo, California	$11.2M	-$7.92M	2	4.03%	Reduced
373	Whittier Trust South Pasadena, California	$11.1M	-$98.7K	7	0.24%	Reduced
374	Balyasny Asset Management Chicago, Illinois	$11M	-$21.8M	6	0.06%	Reduced
375	LCM Landscape Capital Management Englewood, New Jersey	$10.8M	+$4.03M	2	1.72%	Increased