← 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	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$12.6M	+$420K	1	2.87%	Increased
377	LP Lexington Partners New York	$12.5M	$0	1	6.86%	Maintained
378	Public Employees Retirement Association of Colorado Denver, Colorado	$12.4M	+$593K	14	0.07%	Increased
379	Hantz Financial Services Southfield, Michigan	$12.3M	+$113K	4	0.43%	Increased
380	RPAM Rhenman & Partners Asset Management Stockholm, Sweden	$12.3M	+$2.61M	1	1.29%	Increased
381	Jefferies Group New York	$12.2M	+$11.9M	4	0.1%	Increased
382	BM Bridger Management New York	$12.2M	-$2.71M	2	3.69%	Reduced
383	Davenport & Co Richmond, Virginia	$12.2M	+$962K	3	0.11%	Increased
384	Xponance Philadelphia, Pennsylvania	$12.1M	+$30.6K	6	0.23%	Increased
385	Clifford Swan Investment Counsel Pasadena, California	$12.1M	+$232K	3	0.57%	Increased
386	HAIM Hunter Associates Investment Management Pittsburgh, Pennsylvania	$12.1M	-$144K	2	3.14%	Reduced
387	Woodline Partners San Francisco, California	$12.1M	+$7.95M	3	0.17%	Increased
388	NIP Nicholas Investment Partners Rancho Santa Fe, California	$12.1M	+$945K	1	1.12%	Increased
389	USS Investment Management London, United Kingdom	$12M	-$3.69M	3	0.18%	Reduced
390	LMR Partners London, United Kingdom	$12M	+$13.1M	2	0.22%	Increased
391	ZCM Ziegler Capital Management Chicago, Illinois	$12M	-$31.4K	4	0.53%	Reduced
392	CIBC Asset Management Toronto, Ontario, Canada	$12M	+$1.35M	6	0.05%	Increased
393	SI Sapience Investments Newport Beach, California	$11.9M	+$1.06M	2	2.5%	Increased
394	MassMutual Private Wealth & Trust Windsor, Connecticut	$11.9M	+$241K	9	0.54%	Increased
395	Robeco Schweiz Zurich, Switzerland	$11.9M	+$8.06M	1	0.23%	Increased
396	NAM NorthCrest Asset Manangement Plymouth, Minnesota	$11.8M	-$559K	2	0.64%	Reduced
397	Banco Santander Madrid, Spain	$11.5M	-$778K	1	0.15%	Reduced
398	HWM HFR Wealth Management Niskayuna, New York	$11.4M	-$199K	1	3.73%	Reduced
399	Whittier Trust South Pasadena, California	$11.4M	-$16.4K	9	0.24%	Reduced
400	AE Wealth Management Topeka, Kansas	$11.3M	+$9.84M	6	0.09%	Increased