← 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	RHFI Reilly Herbert Faulkner III	$11.2M	+$3.24M	1	3.53%	Increased
377	Thornburg Investment Management Santa Fe, New Mexico	$11.2M	-$42.4M	1	0.13%	Reduced
378	WorldQuant Millennium Advisors New York	$11.1M	-$5.98M	3	0.24%	Reduced
379	Bahl & Gaynor Cincinnati, Ohio	$11.1M	-$676K	1	0.07%	Reduced
380	1832 Asset Management Toronto, Ontario, Canada	$11M	+$8.94M	1	0.02%	Increased
381	Banco Santander Madrid, Spain	$11M	+$2.57M	2	0.08%	Increased
382	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$10.9M	+$628K	3	0.59%	Increased
383	Zacks Investment Management Chicago, Illinois	$10.8M	-$876K	5	0.19%	Reduced
384	PP Paloma Partners Greenwich, Connecticut	$10.7M	+$4.35M	7	0.23%	Increased
385	Mercer Global Advisors Denver, Colorado	$10.7M	-$276K	4	0.1%	Reduced
386	UONDDL University of Notre Dame du Lac South Bend, Indiana	$10.6M	+$11.8M	1	2.87%	New
387	Tudor Investment Corp Stamford, Connecticut	$10.6M	+$1.05M	6	0.21%	Increased
388	Hillsdale Investment Management Toronto, Ontario, Canada	$10.3M	+$1.82M	5	0.87%	Increased
389	Candriam SCA Strassen, Luxembourg, Luxembourg	$10.2M	$0	4	0.08%	Maintained
390	Crossmark Global Holdings Houston, Texas	$10.2M	-$774K	7	0.25%	Reduced
391	Whittier Trust South Pasadena, California	$10.1M	-$2.25K	7	0.2%	Reduced
392	DnB Asset Management Oslo, Norway	$10M	+$740K	4	0.07%	Increased
393	Maverick Capital Dallas, Texas	$9.96M	+$2.64M	8	0.09%	Increased
394	FA Friess Associates Greenville, Delaware	$9.96M	+$1.15M	3	3.87%	Increased
395	MNBTD Moody National Bank Trust Division Galveston, Texas	$9.78M	-$11.7K	2	0.23%	Reduced
396	PPCM Pillar Pacific Capital Management Pacifica, California	$9.7M	+$228K	2	0.75%	Increased
397	Ingalls & Snyder LLC New York	$9.67M	-$563K	1	0.45%	Reduced
398	ET Equitable Trust Nashville, Tennessee	$9.67M	-$1.02M	4	0.72%	Reduced
399	VWM Venturi Wealth Management Austin, Texas	$9.61M	-$721K	2	0.92%	Reduced
400	ANI American National Insurance Galveston, Texas	$9.53M	-$6.22K	1	0.39%	Reduced