← 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
526	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$5.47M	+$3.99M	4	0.04%	Increased
527	Ameritas Investment Partners Lincoln, Nebraska	$5.46M	-$126K	19	0.24%	Reduced
528	CPO Cerity Partners OCIO New York	$5.44M	-$4.18M	2	0.19%	Reduced
529	PineBridge Investments New York	$5.26M	+$1.92M	2	0.07%	Increased
530	CEI Clark Estates Inc New York	$5.18M	+$607K	2	1.15%	Increased
531	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$5.16M	+$4.35M	3	0.11%	Increased
532	Graham Capital Management Rowayton, Connecticut	$5.14M	+$1.93M	6	0.2%	Increased
533	Picton Mahoney Asset Management Toronto, Ontario, Canada	$5.14M	+$1.86M	2	0.19%	Increased
534	VanEck Associates New York	$5.08M	+$989K	6	0.02%	Increased
535	Erste Asset Management Vienna, Austria	$5.08M	+$542K	1	0.11%	Increased
536	CT Coastline Trust Providence, Rhode Island	$5.07M	-$237K	2	0.81%	Reduced
537	AF Ally Financial Detroit, Michigan	$5.06M	$0	1	0.83%	Maintained
538	MLICM Metropolitan Life Insurance Company (MetLife) New York	$5.03M	-$70.3K	17	0.24%	Reduced
539	BCM Bayesian Capital Management Brooklyn, New York	$5.01M	+$3.31M	4	1.02%	Increased
540	O'Shaughnessy Asset Management Stamford, Connecticut	$4.99M	-$11.5M	5	0.09%	Reduced
541	Kentucky Retirement Systems Frankfort, Kentucky	$4.96M	+$235K	4	0.21%	Increased
542	RP Regal Partners Sydney, NSW, Australia	$4.96M	+$616K	1	1.04%	Increased
543	Aquatic Capital Management Chicago, Illinois	$4.95M	+$3.85M	6	0.48%	Increased
544	Ethic Inc New York	$4.95M	+$1.27M	5	0.34%	Increased
545	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$4.95M	+$4.4M	6	1.12%	Increased
546	Group One Trading Chicago, Illinois	$4.89M	-$17.7K	11	0.01%	Reduced
547	TC TownSquare Capital Provo, Utah	$4.89M	+$575K	4	0.14%	Increased
548	EAM Eukles Asset Management Cincinnati, Ohio	$4.84M	+$7.45K	2	3.17%	Increased
549	Parallax Volatility Advisers San Francisco, California	$4.84M	+$1M	5	0.01%	Increased
550	CC Cipher Capital New York	$4.83M	+$1.56M	3	0.78%	Increased