← 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
201	HighTower Advisors Chicago, Illinois	$24.9M	+$4.89M	7	0.24%	Increased
202	Carson Wealth (CWM LLC) Omaha, Nebraska	$24.6M	+$3.38M	4	1.39%	Increased
203	Citigroup New York	$24.3M	-$18.6M	11	0.02%	Reduced
204	Assenagon Asset Management Senningerberg, Luxembourg	$24.2M	-$15.6M	2	0.52%	Reduced
205	LSV Asset Management Chicago, Illinois	$24.1M	+$710K	4	0.04%	Increased
206	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$23.7M	+$20.9M	2	1.65%	Increased
207	CC Cipher Capital New York	$23.7M	+$6.14M	5	1.77%	Increased
208	Chevy Chase Trust Bethesda, Maryland	$23.5M	+$524K	2	0.12%	Increased
209	Employees Retirement System of Texas Austin, Texas	$23.3M	+$8.13M	3	0.32%	Increased
210	Discovery Capital Management South Norwalk, Connecticut	$22.9M	-$68.7M	1	0.43%	Reduced
211	Nisa Investment Advisors St. Louis, Missouri	$22.5M	+$1.25M	9	0.27%	Increased
212	RMCP Red Mountain Capital Partners Los Angeles, California	$22.4M	+$308K	1	6.61%	Increased
213	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$22.3M	-$340K	6	0.13%	Reduced
214	Capstone Investment Advisors New York	$22.2M	+$69.9K	3	0.56%	Increased
215	TPSF Texas Permanent School Fund Austin, Texas	$21.9M	-$121K	7	0.29%	Reduced
216	State of Wisconsin Investment Board Madison, Wisconsin	$21.4M	+$521K	5	0.08%	Increased
217	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$21M	+$20.4M	6	0.4%	New
218	William Blair & Company Chicago, Illinois	$20.3M	+$88.5K	7	0.16%	Increased
219	Squarepoint New York	$20.1M	+$11.4M	3	0.56%	Increased
220	Welch & Forbes Boston, Massachusetts	$19.8M	-$108K	1	0.57%	Reduced
221	HP Hikari Power Tokyo, Japan	$19.6M	$0	1	2.79%	Maintained
222	Kennedy Capital Management St Louis, Missouri	$19.6M	-$815K	2	0.34%	Reduced
223	Magnetar Financial Evanston, Illinois	$19.4M	+$18.4M	7	0.28%	New
224	CCMH Cornerstone Capital Management Holdings New York	$19.3M	+$3.16M	3	0.15%	Increased
225	IP Interval Partners New York	$19M	+$17.9M	1	0.92%	New