← 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
251	Stephens Investment Management Group Houston, Texas	$15.9M	+$65.7K	1	0.52%	Increased
252	Caxton Associates (New York) New York	$15.2M	+$14.6M	1	0.42%	New
253	HighTower Advisors Chicago, Illinois	$15.2M	-$1.2M	7	0.19%	Reduced
254	QI Qualcomm Inc San Diego, California	$15M	$0	1	2.03%	Maintained
255	PP PDT Partners New York	$15M	+$1.99M	3	1.19%	Increased
256	SRCM Swift Run Capital Management Charlottesville, Virginia	$14.9M	-$323K	1	9.51%	Reduced
257	Hardman Johnston Global Advisors Stamford, Connecticut	$14.9M	-$754K	1	0.76%	Reduced
258	Natixis Paris, France	$14.8M	+$1.06M	2	0.28%	Increased
259	Janney Montgomery Scott Philadelphia, Pennsylvania	$14.6M	+$6.74M	6	0.3%	Increased
260	SAM Serengeti Asset Management New York	$14.6M	+$813K	1	3.16%	Increased
261	CISOA Capital Investment Services of America Milwaukee, Wisconsin	$14.3M	-$92.8K	1	2.73%	Reduced
262	HT HAP Trading New York	$14.3M	+$14.6M	1	0.84%	New
263	RC Reik & Co New York	$14.2M	-$1.28K	1	4.83%	Reduced
264	Becker Capital Management Portland, Oregon	$14M	+$13.4M	1	0.57%	Increased
265	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$14M	+$193K	1	3.04%	Increased
266	SAM Shell Asset Management The Hague, Netherlands	$14M	+$3.05M	4	0.32%	Increased
267	Segall Bryant & Hamill Chicago, Illinois	$13.9M	-$72.3K	1	0.37%	Reduced
268	Sculptor Capital New York	$13.7M	+$8.84M	1	0.08%	Increased
269	Envestnet Asset Management Chicago, Illinois	$13.6M	+$372K	7	0.05%	Increased
270	PAS Professional Advisory Services Vero Beach, Florida	$13.4M	+$2.07M	1	3.07%	Increased
271	SI Sensato Investors San Francisco, California	$13.4M	+$12.3M	1	2.17%	Increased
272	ProShare Advisors Bethesda, Maryland	$13.4M	+$4.94M	5	0.17%	Increased
273	SG Americas Securities New York	$13.2M	-$6.07M	6	0.09%	Reduced
274	Societe Generale	$13.2M	+$12.6M	6	0.09%	New
275	SAM Sandell Asset Management New York	$13.1M	$0	1	2.89%	Maintained