← 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
351	Bahl & Gaynor Cincinnati, Ohio	$6.41M	+$62.7K	2	0.1%	Increased
352	Martingale Asset Management Boston, Massachusetts	$6.41M	-$65.3K	2	0.2%	Reduced
353	GCP GSA Capital Partners London, United Kingdom	$6.35M	+$244K	5	0.33%	Increased
354	Two Sigma Advisers New York	$6.33M	+$4.92M	3	0.05%	Increased
355	Employees Retirement System of Texas Austin, Texas	$6.18M	+$1.66M	3	0.08%	Increased
356	Stifel Financial St. Louis, Missouri	$6.16M	+$553K	5	0.05%	Increased
357	AC AFAM Capital Austin, Texas	$6.13M	+$84.1K	1	0.78%	Increased
358	PCM Portolan Capital Management Boston, Massachusetts	$6.1M	-$1.75M	2	1.39%	Reduced
359	GMIM General Motors Investment Management New York	$6.08M	+$4.4M	3	0.5%	Increased
360	D.A. Davidson & Co Great Falls, Montana	$6.04M	+$408K	6	0.2%	Increased
361	CCT Country Club Trust Kansas City, Missouri	$5.99M	+$12.6K	1	0.8%	Increased
362	Anchor Capital Advisors Boston, Massachusetts	$5.98M	+$873K	3	0.12%	Increased
363	Bessemer Group Woodbridge, New Jersey	$5.92M	-$33.8K	3	0.03%	Reduced
364	WAM World Asset Management Detroit, Michigan	$5.85M	-$368K	5	0.17%	Reduced
365	CC Cannell & Co New York	$5.82M	-$22K	1	0.18%	Reduced
366	RC Roundview Capital Princeton, New Jersey	$5.81M	+$2.15M	1	2.61%	Increased
367	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$5.79M	-$267K	2	0.74%	Reduced
368	Grimes & Company Westborough, Massachusetts	$5.78M	-$81.9K	2	1.51%	Reduced
369	BCM Buckhead Capital Management Atlanta, Georgia	$5.75M	-$1.33M	1	1%	Reduced
370	SM Sabby Management Miami Beach, Florida	$5.73M	+$5.74M	1	0.22%	New
371	KeyBank National Association Cleveland, Ohio	$5.65M	-$586K	4	0.04%	Reduced
372	Zurich Cantonal Bank Zurich, Switzerland	$5.64M	-$5.27M	4	0.19%	Reduced
373	RIG Roosevelt Investment Group New York	$5.63M	+$942K	2	0.3%	Increased
374	CCA Canyon Capital Advisors Dallas, Texas	$5.63M	+$6.01M	1	0.23%	Increased
375	HAIM Hunter Associates Investment Management Pittsburgh, Pennsylvania	$5.63M	+$17.8K	3	2.19%	Increased