← 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	CC Cannell & Co New York	$6.02M	$0	1	0.18%	Maintained
352	ACM Addison Clark Management Stamford, Connecticut	$5.84M	+$6.32M	1	0.99%	New
353	GL GLG LLC New York	$5.84M	-$5.3M	4	0.18%	Reduced
354	State Farm Mutual Automobile Insurance Bloomington, Illinois	$5.83M	$0	1	0.01%	Maintained
355	BA Boston Advisors Boston, Massachusetts	$5.77M	+$4.52M	1	0.24%	Increased
356	BCM Buckhead Capital Management Atlanta, Georgia	$5.76M	-$541K	1	1.02%	Reduced
357	OrbiMed New York	$5.76M	+$828K	1	0.06%	Increased
358	FCMC Founders Capital Management (Connecticut) East Hartford, Connecticut	$5.74M	+$108K	1	3.51%	Increased
359	TAM Tealwood Asset Management Minneapolis, Minnesota	$5.73M	-$41.5K	1	2.26%	Reduced
360	ARM Adirondack Research & Management Guilderland, New York	$5.61M	+$37K	1	2.1%	Increased
361	FCM Forester Capital Management Lake Forest, Illinois	$5.59M	+$294K	1	4.21%	Increased
362	Fiera Capital (Canada) Montreal, Quebec, Canada	$5.57M	+$5.4M	1	0.04%	New
363	Bank of Nova Scotia Toronto, Ontario, Canada	$5.5M	+$989K	3	0.02%	Increased
364	WAM World Asset Management Detroit, Michigan	$5.45M	-$822K	5	0.19%	Reduced
365	Nomura Asset Management Tokyo, Japan	$5.42M	-$233K	4	0.09%	Reduced
366	CCA Canyon Capital Advisors Dallas, Texas	$5.41M	+$634K	1	0.22%	Increased
367	JP Morgan Private Wealth Advisors San Francisco, California	$5.39M	+$37K	5	0.06%	Increased
368	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$5.36M	-$420K	2	0.86%	Reduced
369	RC Roundview Capital Princeton, New Jersey	$5.3M	-$718K	1	2.17%	Reduced
370	HT HAP Trading New York	$5.11M	+$132K	1	0.19%	Increased
371	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$5.08M	-$26.4K	3	0.67%	Reduced
372	SCM Stevens Capital Management Radnor, Pennsylvania	$5.04M	+$4.15M	3	0.17%	Increased
373	WSCM Wellington Shields Capital Management New York	$4.97M	-$66.1K	2	0.79%	Reduced
374	GI Greenwood Investments Boston, Massachusetts	$4.96M	-$1.27M	1	5.33%	Reduced
375	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$4.87M	-$33.3K	4	0.22%	Reduced