← 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	GHCM Glen Harbor Capital Management San Diego, California	$25.9M	+$3.91M	7	0.59%	Increased
202	Putnam Investments Boston, Massachusetts	$25.5M	-$1.33M	3	0.06%	Reduced
203	MCIM Meadow Creek Investment Management Atlanta, Georgia	$25.4M	+$2.67M	6	0.55%	Increased
204	Raymond James & Associates St Petersburg, Florida	$24.5M	-$13.5M	8	0.05%	Reduced
205	HP Hikari Power Tokyo, Japan	$24.1M	+$1.33M	1	2.85%	Increased
206	Snyder Capital Management San Francisco, California	$24.1M	+$2.87M	1	1.2%	Increased
207	AEGON Asset Management (UK) Edinburgh, United Kingdom	$23.9M	+$21.3M	1	0.6%	Increased
208	Citigroup New York	$23.8M	-$33.3M	12	0.02%	Reduced
209	DekaBank Deutsche Girozentrale Frankfurt, Germany	$23.8M	$0	3	0.18%	Maintained
210	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$23.7M	+$458K	1	4.72%	Increased
211	RCM Riverhead Capital Management Wilmington, Delaware	$23.6M	+$3.21M	8	1%	Increased
212	Sit Investment Associates Minneapolis, Minnesota	$23.4M	+$22.1M	1	0.56%	New
213	TAM Tyers Asset Management Austin, Texas	$23.3M	+$2.94M	5	0.82%	Increased
214	Welch & Forbes Boston, Massachusetts	$22.9M	-$31.8K	1	0.61%	Reduced
215	William Blair & Company Chicago, Illinois	$22.7M	-$435K	4	0.15%	Reduced
216	TCGI Three Corner Global Investors New York	$22.3M	-$2.09M	1	6.35%	Reduced
217	Nisa Investment Advisors St. Louis, Missouri	$22.2M	-$331K	9	0.23%	Reduced
218	HighTower Advisors Chicago, Illinois	$21.7M	-$2.92M	8	0.18%	Reduced
219	Sculptor Capital New York	$21.6M	+$13.3M	1	0.11%	Increased
220	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$21.5M	-$370K	2	0.13%	Reduced
221	Foresters Investment Management New York	$21.5M	+$11.8M	3	0.34%	Increased
222	Advisors Asset Management Monument, Colorado	$21.2M	+$228K	4	0.35%	Increased
223	BP Banbury Partners Charlotte, North Carolina	$20.8M	-$13.5M	1	5.11%	Reduced
224	Locust Wood Capital Advisers New York	$20.7M	+$17.6M	1	1.91%	New
225	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$20.6M	+$3.35M	2	1.51%	Increased