← 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	Nippon Life Global Investors Americas New York	$7.8M	+$9.7M	1	0.33%	New
452	Riverbridge Partners Minneapolis, Minnesota	$7.68M	-$1.04M	1	0.13%	Reduced
453	Loomis, Sayles & Company Boston, Massachusetts	$7.56M	-$25.2M	1	0.01%	Reduced
454	OA Oxbow Advisors Austin, Texas	$7.53M	+$64.2K	1	0.7%	Increased
455	BB Bell Bank Fargo, North Dakota	$7.44M	+$1.27M	1	0.32%	Increased
456	Moore Capital Management New York	$7.37M	+$7.62M	1	0.1%	New
457	ACB Aristotle Capital Boston Boston, Massachusetts	$7.37M	-$132K	1	0.38%	Reduced
458	DFCM Dark Forest Capital Management San Juan, Puerto Rico	$7.35M	+$385K	8	0.28%	Increased
459	D.A. Davidson & Co Great Falls, Montana	$7.35M	-$2M	3	0.05%	Reduced
460	Public Employees Retirement Association of Colorado Denver, Colorado	$7.33M	-$242K	11	0.03%	Reduced
461	Vident Advisory Alpharetta, Georgia	$7.29M	-$3.07M	7	0.07%	Reduced
462	SG Sienna Gestion Paris, France	$7.25M	$0	1	0.51%	Maintained
463	CSM Advisors Warrendale, Pennsylvania	$7.15M	+$1.46M	2	0.2%	Increased
464	HSA Hussman Strategic Advisors Ellicott City, Maryland	$7.14M	+$2.45M	6	1.55%	Increased
465	FCM Fortis Capital Management Bellevue, Washington	$7.1M	+$403K	1	1%	Increased
466	NIM Nicollet Investment Management Minneapolis, Minnesota	$7M	-$244K	1	2.28%	Reduced
467	Glenmede Investment Management Philadelphia, Pennsylvania	$6.99M	-$174K	6	0.03%	Reduced
468	Prudential plc London, England, United Kingdom	$6.99M	+$380K	3	0.05%	Increased
469	Employees Retirement System of Texas Austin, Texas	$6.93M	-$25.4M	5	0.06%	Reduced
470	GCP GSA Capital Partners London, United Kingdom	$6.89M	+$2.17M	10	0.57%	Increased
471	CFM Catalyst Funds Management Sydney NSW, Australia	$6.86M	+$6.92M	3	1.04%	New
472	MIM Meros Investment Management Dallas, Texas	$6.84M	+$878K	1	2.92%	Increased
473	SFCM Savoir Faire Capital Management Norwalk, Connecticut	$6.84M	+$1.2M	2	2.45%	Increased
474	Cambridge Investment Research Advisors Fairfield, Iowa	$6.71M	+$491K	5	0.02%	Increased
475	BCA Bernzott Capital Advisors Camarillo, California	$6.71M	-$36.3K	1	3.17%	Reduced