← 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
326	GAMCO Investors Greenwich, Connecticut	$15.5M	-$9.33M	6	0.15%	Reduced
327	Crossmark Global Holdings Houston, Texas	$15.4M	+$3.65M	6	0.23%	Increased
328	Azimuth Capital Investment Management Bloomfield Hills, Michigan	$15.2M	-$669K	1	0.55%	Reduced
329	KA KLCM Advisors Milwaukee, Wisconsin	$15.2M	+$453K	1	1.52%	Increased
330	Kornitzer Capital Management Shawnee Mission, Kansas	$15.1M	-$12.8M	3	0.3%	Reduced
331	Old National Bancorp Evansville, Indiana	$15M	+$8.73M	2	0.26%	Increased
332	CB Cadence Bank Tupelo, Mississippi	$14.8M	-$95.7K	2	0.9%	Reduced
333	Rubric Capital Management (New York) New York	$14.6M	$0	1	0.17%	Maintained
334	Pathstone Holdings Englewood, New Jersey	$14.6M	-$4.27M	8	0.06%	Reduced
335	Susquehanna Portfolio Strategies Bala Cynwyd, Pennsylvania	$14.5M	+$8.19M	6	0.23%	Increased
336	First Eagle Investment Management New York	$14.4M	-$5.67M	2	0.03%	Reduced
337	IEQ Capital Foster City, California	$14.3M	+$12.1M	9	0.04%	Increased
338	Mutual of America Capital Management New York	$14.3M	-$789K	7	0.15%	Reduced
339	BAMCO Inc New York	$14.1M	-$30.5M	1	0.04%	Reduced
340	SP Solel Partners Boston, Massachusetts	$14.1M	$0	1	2.71%	Maintained
341	Truist Financial Charlotte, North Carolina	$14M	-$9.25M	9	0.02%	Reduced
342	ACM Atika Capital Management New York	$13.9M	+$2.6M	1	1.12%	Increased
343	Nantahala Capital Management New Canaan, Connecticut	$13.9M	+$3.66M	2	0.48%	Increased
344	GF Goodman Financial Houston, Texas	$13.7M	-$25.1K	1	2.66%	Reduced
345	Stephens Inc Little Rock, Arkansas	$13.6M	-$119K	2	0.17%	Reduced
346	WC Whitney & Co Rochester, New York	$13.6M	-$1.09M	1	1.23%	Reduced
347	AE Wealth Management Topeka, Kansas	$13.6M	+$1.74M	2	0.09%	Increased
348	GSCM Greenfield Seitz Capital Management Dallas, Texas	$13.5M	-$575K	1	4.35%	Reduced
349	State of Alaska Department of Revenue Juneau, Alaska	$13.2M	-$3.64M	9	0.13%	Reduced
350	HI Hendershot Investments Centreville, Virginia	$13.1M	+$71.6K	1	1.66%	Increased