← 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
451	B BP London, United Kingdom	$5.61M	$0	4	0.2%	Maintained
452	DCM Dupont Capital Management Wilmington, Delaware	$5.59M	+$1.36M	6	0.14%	Increased
453	Carillon Tower Advisers St. Petersburg, Florida	$5.53M	+$5.52M	1	0.04%	New
454	Suntrust Banks Atlanta, Georgia	$5.53M	+$1.26M	5	0.03%	Increased
455	Mitsubishi UFJ Asset Management Tokyo, Japan	$5.5M	-$543K	4	0.13%	Reduced
456	RIG Roosevelt Investment Group New York	$5.47M	-$635K	2	0.52%	Reduced
457	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$5.45M	+$285K	6	0.25%	Increased
458	FA FDx Advisors Chicago, Illinois	$5.41M	+$1.21M	7	0.16%	Increased
459	RCM Rockshelter Capital Management Canonsburg, Pennsylvania	$5.38M	-$80.1K	1	1.75%	Reduced
460	Luther King Capital Management (LKCM) Fort Worth, Texas	$5.36M	+$381K	2	0.04%	Increased
461	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$5.31M	+$18.5K	3	0.08%	Increased
462	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$5.22M	-$6.72M	4	0.08%	Reduced
463	KCP KDI Capital Partners Raleigh, North Carolina	$5.14M	+$5.13M	1	1.68%	New
464	Bessemer Group Woodbridge, New Jersey	$5.13M	-$5.93M	8	0.02%	Reduced
465	TC Telemus Capital Southfield, Michigan	$5.12M	+$39.9K	1	0.41%	Increased
466	CIP Champlain Investment Partners Burlington, Vermont	$5.11M	+$4.84M	1	0.06%	New
467	SAM Securian Asset Management St Paul, Minnesota	$4.99M	-$215K	5	0.13%	Reduced
468	Wolverine Trading Chicago, Illinois	$4.98M	-$3.22M	8	0.01%	Reduced
469	PIA Piedmont Investment Advisors Durham, North Carolina	$4.96M	+$356K	4	0.13%	Increased
470	SCA Secor Capital Advisors New York	$4.95M	-$6.47M	1	0.41%	Reduced
471	Bank of Nova Scotia Toronto, Ontario, Canada	$4.95M	-$2.02M	3	0.03%	Reduced
472	Zurich Insurance Group Zurich, Switzerland	$4.93M	-$2.25M	2	0.11%	Reduced
473	CCG Cypress Capital Group Palm Beach, Florida	$4.92M	-$111K	2	1.03%	Reduced
474	AAM Auxier Asset Management Aurora, Oregon	$4.87M	-$949K	3	0.98%	Reduced
475	CC Cognios Capital Leawood, Kansas	$4.86M	-$459K	3	1.76%	Reduced