← 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	Ninety One (UK) London, United Kingdom	$10.7M	+$3.92M	1	0.02%	Increased
377	QAM QSM Asset Management London, United Kingdom	$10.7M	-$373K	1	5.22%	Reduced
378	Prudential plc London, England, United Kingdom	$10.6M	-$514K	1	0.06%	Reduced
379	Primecap Management Pasadena, California	$10.5M	-$115K	1	0.01%	Reduced
380	DF Dent & Co Baltimore, Maryland	$10.5M	+$245K	1	0.2%	Increased
381	SFM Systematic Financial Management Teaneck, New Jersey	$10.4M	+$8.58M	2	0.24%	Increased
382	GF Goodman Financial Houston, Texas	$10.4M	+$162K	1	1.78%	Increased
383	Ethic Inc New York	$10.3M	-$187K	5	0.16%	Reduced
384	Verition Fund Management Greenwich, Connecticut	$10.3M	-$7.79M	6	0.07%	Reduced
385	Summit Trail Advisors New York	$10.3M	+$339K	6	0.15%	Increased
386	CSM Advisors Warrendale, Pennsylvania	$10.2M	+$779K	1	0.25%	Increased
387	PCM Penn Capital Management Philadelphia, Pennsylvania	$10.1M	+$10.7M	1	0.79%	Increased
388	Resona Asset Management Koto-Ku,tokyo, Japan	$10.1M	+$2.48K	3	0.05%	Increased
389	ACB Aristotle Capital Boston Boston, Massachusetts	$10.1M	-$1.74M	1	0.63%	Reduced
390	Los Angeles Capital Management Los Angeles, California	$10M	-$32.4M	13	0.04%	Reduced
391	Ceredex Value Advisors Orlando, Florida	$10M	+$11.7M	1	0.32%	New
392	Mirae Asset Global Investments Seoul, South Korea	$9.84M	+$1.23M	4	0.03%	Increased
393	ABN AMRO Bank Amsterdam, Netherlands	$9.76M	-$1.97M	2	0.11%	Reduced
394	National Philanthropic Trust Jenkintown, Pennsylvania	$9.67M	$0	1	0.1%	Maintained
395	Cambridge Investment Research Advisors Fairfield, Iowa	$9.52M	-$84.8K	6	0.02%	Reduced
396	Xponance Philadelphia, Pennsylvania	$9.48M	+$134K	6	0.07%	Increased
397	GAMCO Investors Greenwich, Connecticut	$9.38M	-$26.8K	6	0.09%	Reduced
398	SG Sienna Gestion Paris, France	$9.36M	+$2.54M	1	0.61%	Increased
399	DSCM Divisadero Street Capital Management Miami, Florida	$9.34M	+$9.47M	3	0.39%	Increased
400	HAIM Hunter Associates Investment Management Pittsburgh, Pennsylvania	$9.31M	-$60.3K	1	1.23%	Reduced