← 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	Yousif Capital Management Bloomfield Hills, Michigan	$16.7M	+$1.27M	10	0.18%	Increased
352	Davenport & Co Richmond, Virginia	$16.5M	-$1.58M	5	0.09%	Reduced
353	PP PDT Partners New York	$16.5M	+$4.86M	6	1.46%	Increased
354	Dana Investment Advisors Waukesha, Wisconsin	$16.4M	+$285K	3	0.54%	Increased
355	Royce & Associates New York	$16.3M	+$593K	5	0.15%	Increased
356	Bessemer Group Woodbridge, New Jersey	$16.2M	+$6.45M	14	0.03%	Increased
357	Moneta Group Investment Advisors St Louis, Missouri	$16.1M	+$7.61M	1	0.23%	Increased
358	Fred Alger Management New York	$16.1M	-$12.6M	2	0.08%	Reduced
359	AA Apriem Advisors Irvine, California	$16M	-$844K	1	1.87%	Reduced
360	Vestcor Inc Fredericton, New Brunswick, Canada	$16M	-$1.07M	11	0.5%	Reduced
361	Commonwealth Equity Services Waltham, Massachusetts	$15.8M	-$1.14M	11	0.02%	Reduced
362	HAIM Hunter Associates Investment Management Pittsburgh, Pennsylvania	$15.7M	+$325K	3	2.44%	Increased
363	LCM Landscape Capital Management Englewood, New Jersey	$15.7M	+$6.87M	6	1.6%	Increased
364	Mutual of America Capital Management New York	$15.6M	+$268K	8	0.16%	Increased
365	CCM Candlestick Capital Management Greenwich, Connecticut	$15.5M	-$6.42M	1	0.43%	Reduced
366	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$15.5M	$0	5	0.14%	Maintained
367	Cetera Investment Advisers Schaumburg, Illinois	$15.4M	-$1.35M	10	0.03%	Reduced
368	Rubric Capital Management (New York) New York	$15.3M	+$15.8M	1	0.25%	New
369	Azimuth Capital Investment Management Bloomfield Hills, Michigan	$15.2M	-$826K	1	0.59%	Reduced
370	IFM Investors Melbourne, Australia	$15.2M	+$164K	4	0.15%	Increased
371	Railway Pension Investments London, United Kingdom	$15M	$0	2	0.18%	Maintained
372	Xponance Philadelphia, Pennsylvania	$15M	-$724K	7	0.14%	Reduced
373	TC Towle & Co Denver, Colorado	$14.9M	+$14.4M	1	2.12%	New
374	Oppenheimer Asset Management New York	$14.9M	+$392K	7	0.18%	Increased
375	Winton Group London, United Kingdom	$14.8M	+$3.07M	6	1.04%	Increased