← 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
176	SG Americas Securities New York	$30.6M	+$30.4M	7	0.15%	New
177	RCM Riverhead Capital Management Wilmington, Delaware	$29.8M	+$29.8M	2	0.99%	New
178	JCM JGE Capital Management San Francisco, California	$29.5M	+$27.8M	1	42.12%	New
179	Analytic Investors Los Angeles, California	$29.3M	+$29.1M	2	0.49%	New
180	Johnson Investment Counsel Cincinnati, Ohio	$28.9M	+$28.4M	2	1.2%	New
181	WI WBI Investments Red Bank, New Jersey	$28.8M	+$28.5M	2	2.06%	New
182	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$27.5M	+$27.4M	1	1.97%	New
183	CAM ClariVest Asset Management San Diego, California	$27.3M	+$27.2M	2	1.22%	New
184	MLICM Metropolitan Life Insurance Company (MetLife) New York	$27.2M	+$27.6M	9	0.22%	New
185	ICAP Independence Capital Asset Partners Denver, Colorado	$27.2M	+$28.1M	1	4.74%	New
186	Mondrian Investment Partners London, United Kingdom	$27.2M	+$27.1M	1	0.41%	New
187	AR Advisory Research Chicago, Illinois	$26.8M	+$22.1M	1	0.3%	New
188	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$26.5M	+$26.7M	6	0.13%	New
189	KeyBank National Association Cleveland, Ohio	$26.5M	+$26.2M	6	0.1%	New
190	PHS Pekin Hardy Strauss Chicago, Illinois	$26.2M	+$24.7M	1	4.45%	New
191	PP Prospector Partners Guilford, Connecticut	$26.1M	+$25.6M	1	1.29%	New
192	GA Glenhill Advisors New York	$26M	+$21.5M	1	2.96%	New
193	Retirement Systems of Alabama Montgomery, Alabama	$25.9M	+$26.4M	5	0.17%	New
194	ACI AMP Capital Investors Sydney, Australia	$25.6M	+$25.2M	5	0.2%	New
195	Capital Fund Management (CFM) Paris, France	$25.3M	+$24.9M	5	0.39%	New
196	HA Heartland Advisors Milwaukee, Wisconsin	$24.7M	+$24.8M	2	0.46%	New
197	Kennedy Capital Management St Louis, Missouri	$24.6M	+$24.7M	4	0.5%	New
198	Raymond James & Associates St Petersburg, Florida	$24.5M	+$24.4M	6	0.23%	New
199	Janus Henderson Group London,	$24.3M	+$24.9M	4	0.28%	New
200	SCM Stevens Capital Management Radnor, Pennsylvania	$23.6M	+$24M	4	0.79%	New