← 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	M&T Bank Buffalo, New York	$15.3M	-$516K	7	0.06%	Reduced
352	Congress Wealth Management Boston, Massachusetts	$15M	+$15M	1	0.3%	New
353	TPSF Texas Permanent School Fund Austin, Texas	$15M	-$1.31M	8	0.18%	Reduced
354	LCM Landscape Capital Management Englewood, New Jersey	$15M	-$27.9M	7	2.11%	Reduced
355	VCM VeriStar Capital Management New York	$15M	+$13.6M	1	12.01%	New
356	DA Duality Advisers Miami, Florida	$14.9M	-$3.02M	5	1.61%	Reduced
357	ORI Oak Ridge Investments Chicago, Illinois	$14.8M	-$384K	1	1.25%	Reduced
358	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$14.8M	-$26.2M	4	0.08%	Reduced
359	Fenimore Asset Management Cobleskill, New York	$14.7M	-$569K	1	0.33%	Reduced
360	Swiss Life Asset Management Zurich,	$14.6M	-$2.71M	2	0.19%	Reduced
361	Public Employees Retirement Association of Colorado Denver, Colorado	$14.5M	-$28.3K	11	0.06%	Reduced
362	Putnam Investments Boston, Massachusetts	$14.5M	+$4.3M	4	0.02%	Increased
363	National Bank of Canada Montreal, Quebec, Canada	$14.4M	+$13.8M	9	0.05%	New
364	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$14.4M	+$407K	8	0.15%	Increased
365	Employees Retirement System of Texas Austin, Texas	$14.1M	-$7.71M	4	0.16%	Reduced
366	Brinker Capital Investments Berwyn, Pennsylvania	$14M	+$1.01M	5	0.2%	Increased
367	NAM NorthCrest Asset Manangement Plymouth, Minnesota	$14M	+$13.8M	2	0.77%	New
368	Tudor Investment Corp Stamford, Connecticut	$13.8M	-$537K	10	0.23%	Reduced
369	Peregrine Capital Management Minneapolis, Minnesota	$13.8M	+$7.77M	1	0.28%	Increased
370	2L 22NW LP Seattle, Washington	$13.8M	+$2.52M	1	4.27%	Increased
371	PFC Phocas Financial Corp Alameda, California	$13.8M	+$1.18M	3	1.75%	Increased
372	WBC Westpac Banking Corp Sydney, Australia	$13.6M	+$3.72M	4	0.14%	Increased
373	Boston Trust Walden Boston, Massachusetts	$13.6M	-$52.4K	1	0.11%	Reduced
374	PP Paloma Partners Greenwich, Connecticut	$13.6M	+$10.9M	7	0.2%	Increased
375	Utah Retirement Systems Salt Lake City, Utah	$13.6M	+$19.2K	5	0.17%	Increased