← 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	Bahl & Gaynor Cincinnati, Ohio	$12.9M	-$459K	3	0.08%	Reduced
377	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$12.9M	+$188K	3	0.71%	Increased
378	Bessemer Group Woodbridge, New Jersey	$12.9M	+$2.18M	10	0.03%	Increased
379	Mariner Overland Park, Kansas	$12.8M	+$747K	11	0.04%	Increased
380	CCPM Cooper Creek Partners Management New York	$12.7M	-$9.83M	2	1.05%	Reduced
381	IFM Investors Melbourne, Australia	$12.6M	+$3.09M	4	0.21%	Increased
382	TCM Tekla Capital Management Boston, Massachusetts	$12.6M	-$5.42M	1	0.48%	Reduced
383	Swiss Life Asset Management Zurich,	$12.6M	-$154K	3	0.21%	Reduced
384	CIBC Asset Management Toronto, Ontario, Canada	$12.5M	-$243K	4	0.05%	Reduced
385	Graham Capital Management Rowayton, Connecticut	$12.5M	+$9.6M	6	0.38%	Increased
386	VCM VeriStar Capital Management New York	$12.5M	+$485K	1	12.01%	Increased
387	FVCM F&V Capital Management Boca Raton, Florida	$12.4M	+$368K	1	4.15%	Increased
388	Thornburg Investment Management Santa Fe, New Mexico	$12.4M	-$3.81M	1	0.21%	Reduced
389	SI Sapience Investments Newport Beach, California	$12.4M	-$745K	2	2.6%	Reduced
390	DA Duality Advisers Miami, Florida	$12.3M	+$10.4M	7	1.4%	Increased
391	Peregrine Capital Management Minneapolis, Minnesota	$12.1M	-$3.05M	1	0.38%	Reduced
392	New York Life Investment Management New York	$12.1M	+$211K	7	0.14%	Increased
393	Första AP-fonden Stockholm, Sweden	$12M	+$513K	2	0.14%	Increased
394	Epoch Investment Partners New York	$12M	-$4.7M	1	0.07%	Reduced
395	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$12M	-$9.71M	5	0.21%	Reduced
396	WBC Westpac Banking Corp Sydney, Australia	$11.9M	-$1.35M	5	0.18%	Reduced
397	Rockefeller Capital Management New York	$11.9M	-$50.2M	14	0.06%	Reduced
398	Advisors Capital Management Ridgewood, New Jersey	$11.9M	+$231K	1	0.32%	Increased
399	Congress Wealth Management Boston, Massachusetts	$11.8M	-$485K	1	0.3%	Reduced
400	Wealthfront Advisers Palo Alto, California	$11.8M	-$319K	4	0.06%	Reduced