← 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
401	PFC Phocas Financial Corp Alameda, California	$10.1M	+$3.4M	3	1.28%	Increased
402	WBC Westpac Banking Corp Sydney, Australia	$10.1M	-$726K	5	0.11%	Reduced
403	PFM Premier Fund Managers Guildford, United Kingdom	$10.1M	$0	1	0.33%	Maintained
404	IAM Iridian Asset Management Westport, Connecticut	$10.1M	+$2.76M	1	0.31%	Increased
405	Ferguson Wellman Capital Management Portland, Oregon	$10M	+$11.4M	2	0.32%	Increased
406	Private Advisor Group Morristown, New Jersey	$9.91M	+$3.15M	3	0.06%	Increased
407	HCM Hodges Capital Management Dallas, Texas	$9.9M	+$5.49M	1	0.73%	Increased
408	Zacks Investment Management Chicago, Illinois	$9.87M	+$1.92M	4	0.16%	Increased
409	HAIM Hunter Associates Investment Management Pittsburgh, Pennsylvania	$9.81M	-$1.08M	1	3.15%	Reduced
410	Crossmark Global Holdings Houston, Texas	$9.79M	-$620K	6	0.23%	Reduced
411	Luther King Capital Management (LKCM) Fort Worth, Texas	$9.75M	+$2.36M	3	0.05%	Increased
412	IFM Investors Melbourne, Australia	$9.72M	-$12.5K	4	0.2%	Reduced
413	Manning & Napier Group Fairport, New York	$9.71M	-$128K	1	0.08%	Reduced
414	Nissay Asset Management Tokyo, Japan	$9.71M	+$223K	4	0.08%	Increased
415	KLC Kent Lake Capital Reno, Nevada	$9.66M	-$2.66M	1	4.16%	Reduced
416	Candriam SCA Strassen, Luxembourg, Luxembourg	$9.63M	-$5.4M	4	0.07%	Reduced
417	Thornburg Investment Management Santa Fe, New Mexico	$9.59M	+$10.6M	1	0.12%	New
418	S Seeyond Paris, France	$9.44M	+$350K	4	0.91%	Increased
419	Gateway Investment Advisers Cincinnati, Ohio	$9.28M	-$5.33K	3	0.1%	Reduced
420	Clifford Swan Investment Counsel Pasadena, California	$9.23M	+$3.74M	1	0.34%	Increased
421	SCM Sio Capital Management New York	$9.15M	+$3.03M	1	2.92%	Increased
422	Adams Diversified Equity Fund Baltimore, Maryland	$9.15M	$0	1	0.36%	Maintained
423	WCF West Coast Financial Santa Barbara, California	$9.07M	-$76.3K	1	1.46%	Reduced
424	SI Sapience Investments Newport Beach, California	$8.9M	+$2.66M	1	1.06%	Increased
425	Calamos Advisors Naperville, Illinois	$8.79M	-$564K	1	0.04%	Reduced