← 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	New Mexico Educational Retirement Board Santa Fe, New Mexico	$6.59M	+$519K	6	0.25%	Increased
452	MN Services Vermogensbeheer The Hague, Netherlands	$6.58M	+$186K	3	0.15%	Increased
453	MNBTD Moody National Bank Trust Division Galveston, Texas	$6.55M	+$5.7M	3	0.17%	Increased
454	FPC Falcon Point Capital San Francisco, California	$6.55M	-$3.72M	2	1.41%	Reduced
455	Loomis, Sayles & Company Boston, Massachusetts	$6.5M	-$5.66M	3	0.01%	Reduced
456	Swiss Life Asset Management Zurich,	$6.5M	+$2.51M	3	0.09%	Increased
457	Mitsubishi UFJ Asset Management Tokyo, Japan	$6.49M	+$426K	4	0.13%	Increased
458	JIR James Investment Research Alpha, Ohio	$6.48M	-$4.96M	3	0.27%	Reduced
459	LG Leuthold Group Minneapolis, Minnesota	$6.4M	-$131K	1	0.7%	Reduced
460	Oppenheimer & Co New York	$6.26M	+$153K	6	0.16%	Increased
461	CNB Camden National Bank Camden, Maine	$6.26M	+$118K	1	1.54%	Increased
462	BCM Bayesian Capital Management Brooklyn, New York	$6.17M	+$2.28M	4	1.01%	Increased
463	DAM DLD Asset Management New York	$6.16M	+$6.08M	1	0.3%	New
464	BAWC Black-and-white Capital Los Angeles, California	$6.12M	+$6.9M	1	0.67%	New
465	Vident Investment Advisory Alpharetta, Georgia	$6.07M	-$1.43M	5	0.24%	Reduced
466	Quadrature Capital London, United Kingdom	$5.95M	+$4.45M	2	0.49%	Increased
467	Suntrust Banks Atlanta, Georgia	$5.89M	-$14.5K	5	0.03%	Reduced
468	MC Maplelane Capital New York	$5.83M	+$3.54M	1	0.19%	Increased
469	AGC Angelo Gordon & Co New York	$5.83M	$0	1	0.46%	Maintained
470	WCF West Coast Financial Santa Barbara, California	$5.79M	-$3.46M	1	1.34%	Reduced
471	DnB Asset Management Oslo, Norway	$5.75M	-$17.7M	3	0.06%	Reduced
472	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$5.74M	+$603K	4	0.08%	Increased
473	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$5.68M	+$6.12M	1	1.21%	New
474	GH GAM Holding Zurich, Switzerland	$5.68M	+$716K	5	0.21%	Increased
475	SEC Seven Eight Capital New York	$5.62M	+$5.27M	3	0.34%	Increased