← 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	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$6.39M	+$6.65M	2	0.01%	New
352	Analytic Investors Los Angeles, California	$6.39M	+$5.47M	2	0.09%	Increased
353	FCMC Founders Capital Management (Connecticut) East Hartford, Connecticut	$6.36M	+$195K	1	3.8%	Increased
354	PP Paloma Partners Greenwich, Connecticut	$6.31M	+$2.26M	3	0.18%	Increased
355	PC Pomelo Capital New York	$6.29M	+$12.8M	1	3.41%	Increased
356	AAM Auxier Asset Management Aurora, Oregon	$6.23M	-$236K	2	1.26%	Reduced
357	Janney Montgomery Scott Philadelphia, Pennsylvania	$6.22M	-$2.15M	4	0.12%	Reduced
358	Wasatch Advisors Salt Lake City, Utah	$6.21M	-$1.83M	1	0.06%	Reduced
359	CCT Country Club Trust Kansas City, Missouri	$6.19M	-$429K	1	0.87%	Reduced
360	OrbiMed New York	$6.18M	$0	1	0.05%	Maintained
361	CCA Canyon Capital Advisors Dallas, Texas	$6.13M	$0	1	0.19%	Maintained
362	Janus Henderson Group London,	$6.07M	-$1.15M	3	0.05%	Reduced
363	Sterling Capital Management Charlotte, North Carolina	$6M	-$4.59M	2	0.05%	Reduced
364	WAM World Asset Management Detroit, Michigan	$5.87M	-$20K	5	0.2%	Reduced
365	SEI Investments Oaks, Pennsylvania	$5.81M	+$1.1M	7	0.05%	Increased
366	Nomura Asset Management Tokyo, Japan	$5.78M	-$26.3K	3	0.1%	Reduced
367	ARM Adirondack Research & Management Guilderland, New York	$5.66M	+$265K	1	2.2%	Increased
368	FCM Forester Capital Management Lake Forest, Illinois	$5.63M	+$3.2K	1	4.51%	Increased
369	Two Sigma Advisers New York	$5.54M	-$2.61M	2	0.04%	Reduced
370	TAM Tealwood Asset Management Minneapolis, Minnesota	$5.46M	-$301K	1	2.24%	Reduced
371	BCM Buckhead Capital Management Atlanta, Georgia	$5.39M	-$399K	1	0.95%	Reduced
372	TIM Thompson Investment Management Madison, Wisconsin	$5.32M	-$630K	1	1.01%	Reduced
373	RIG Roosevelt Investment Group New York	$5.3M	-$941K	2	0.29%	Reduced
374	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$5.28M	+$4.99M	1	0.08%	New
375	Laurion Capital Management New York	$5.26M	-$41.4M	1	0.1%	Reduced