← 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	CC Cipher Capital New York	$8.06M	+$5.63M	4	0.64%	Increased
377	RCM Riverhead Capital Management Wilmington, Delaware	$8.03M	-$4.38M	8	0.3%	Reduced
378	LPL Financial San Diego, California	$7.97M	-$146K	7	0.02%	Reduced
379	Brandywine Global Investment Management Philadelphia, Pennsylvania	$7.93M	+$6.1M	2	0.06%	Increased
380	CC Clearline Capital New York	$7.9M	+$8.19M	1	3.6%	New
381	Crossmark Global Holdings Houston, Texas	$7.8M	-$12.4M	8	0.23%	Reduced
382	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$7.76M	-$415K	4	0.22%	Reduced
383	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$7.71M	-$15.9M	9	0.09%	Reduced
384	RBA Richard Bernstein Advisors New York	$7.68M	$0	2	0.25%	Maintained
385	MSR Main Street Research Lakeville, Connecticut	$7.68M	+$174K	1	1.44%	Increased
386	PPSG Princeton Portfolio Strategies Group Princeton, New Jersey	$7.59M	+$23K	1	1.9%	Increased
387	Commonwealth Equity Services Waltham, Massachusetts	$7.55M	+$86.2K	9	0.03%	Increased
388	Nomura Holdings Tokyo, Japan	$7.52M	-$17.4M	4	0.03%	Reduced
389	CIBC Asset Management Toronto, Ontario, Canada	$7.51M	-$600K	5	0.04%	Reduced
390	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$7.45M	-$13.1K	1	2.29%	Reduced
391	Allstate Corporation Northbrook, Illinois	$7.42M	+$953K	5	0.13%	Increased
392	WEO William E. Oberndorf	$7.42M	+$6.96M	1	4%	Increased
393	Whittier Trust South Pasadena, California	$7.36M	+$185K	9	0.21%	Increased
394	Commerzbank Aktiengesellschaft Frankfurt, Germany	$7.32M	+$489K	4	0.06%	Increased
395	Norinchukin Bank Tokyo, Japan	$7.29M	-$67.2K	4	0.1%	Reduced
396	KPF K2 Principal Fund Toronto, Ontario, Canada	$7.25M	+$6.91M	1	0.78%	Increased
397	Lazard Asset Management New York	$7.21M	-$5.39M	4	0.01%	Reduced
398	NA Neuburgh Advisers Los Angeles, California	$7.21M	-$3.51M	5	0.22%	Reduced
399	BAM Blueshift Asset Management Red Bank, New Jersey	$7.2M	-$566K	5	1.09%	Reduced
400	State Farm Mutual Automobile Insurance Bloomington, Illinois	$7.09M	$0	1	0.01%	Maintained