← 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
376	GIA Granite Investment Advisors Concord, New Hampshire	$6.95M	+$7.36M	1	1.5%	New
377	IA Icon Advisers Greenwood Village, Colorado	$6.94M	-$385K	3	0.5%	Reduced
378	GI Greenwood Investments Boston, Massachusetts	$6.89M	-$2.85M	1	4.55%	Reduced
379	CIC Cornercap Investment Counsel Atlanta, Georgia	$6.87M	+$928K	2	1.29%	Increased
380	Wolverine Asset Management Chicago, Illinois	$6.82M	+$4.7M	4	0.14%	Increased
381	Parallax Volatility Advisers San Francisco, California	$6.82M	+$6.19M	6	0.03%	Increased
382	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$6.78M	-$972K	2	0.86%	Reduced
383	CEP Chicago Equity Partners Chicago, Illinois	$6.75M	-$4.93M	2	0.2%	Reduced
384	TWI Thomas White International Chicago, Illinois	$6.74M	+$430K	3	0.97%	Increased
385	Royal London Asset Management United Kingdom	$6.69M	+$88.1K	3	0.17%	Increased
386	Anchor Capital Advisors Boston, Massachusetts	$6.65M	+$3.38M	3	0.13%	Increased
387	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$6.64M	-$1.14M	6	0.08%	Reduced
388	Nomura Holdings Tokyo, Japan	$6.62M	-$18.9M	6	0.03%	Reduced
389	ExxonMobil Investment Management Irving, Texas	$6.61M	-$133K	2	0.15%	Reduced
390	Brandywine Global Investment Management Philadelphia, Pennsylvania	$6.6M	+$799K	2	0.06%	Increased
391	LKIM Lawson Kroeker Investment Management Omaha, Nebraska	$6.57M	+$109K	1	2.08%	Increased
392	Thrivent Financial for Lutherans Minneapolis, Minnesota	$6.57M	-$29.8M	4	0.04%	Reduced
393	HA Heartland Advisors Milwaukee, Wisconsin	$6.57M	$0	1	0.11%	Maintained
394	Martingale Asset Management Boston, Massachusetts	$6.56M	-$2.9M	4	0.23%	Reduced
395	FQ First Quadrant Glendale, California	$6.55M	-$658K	4	0.15%	Reduced
396	LBG Lloyds Banking Group London, United Kingdom	$6.53M	-$81.2K	2	0.06%	Reduced
397	Jane Street New York	$6.36M	-$91.1K	6	0.09%	Reduced
398	Scotia Capital Toronto, Ontario, Canada	$6.29M	+$266K	3	0.15%	Increased
399	GCP GSA Capital Partners London, United Kingdom	$6.29M	-$1.73M	6	0.5%	Reduced
400	BMCMI Bryn Mawr Capital Management Inc Bryn Mawr, Pennsylvania	$6.25M	-$24.4M	4	0.4%	Reduced