← 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	AHL Partners London, United Kingdom	$5.96M	-$10.7M	4	0.95%	Reduced
352	KSCM Kamunting Street Capital Management Miami Beach, Florida	$5.84M	+$2.61M	1	14.56%	Increased
353	PP Prospector Partners Guilford, Connecticut	$5.78M	$0	1	0.83%	Maintained
354	SIM Sentry Investment Management Stevens Point, Wisconsin	$5.76M	+$911K	2	0.28%	Increased
355	BACM Blue Arrow Capital Management New York	$5.75M	+$6.12M	1	1.56%	New
356	Janus Henderson Group London,	$5.74M	$0	4	0.05%	Maintained
357	Nomura Asset Management Tokyo, Japan	$5.69M	+$420K	3	0.11%	Increased
358	JP Morgan Private Wealth Advisors San Francisco, California	$5.66M	-$107K	5	0.07%	Reduced
359	FCMC Founders Capital Management (Connecticut) East Hartford, Connecticut	$5.65M	-$14K	1	3.64%	Reduced
360	CC Cannell & Co New York	$5.62M	-$93K	1	0.18%	Reduced
361	Vident Investment Advisory Alpharetta, Georgia	$5.61M	+$2.2M	5	0.78%	Increased
362	AF Adirondack Funds Guilderland, New York	$5.56M	+$5.92M	1	2.13%	New
363	ARM Adirondack Research & Management Guilderland, New York	$5.56M	$0	1	2.13%	Maintained
364	Cubist Systematic Strategies Stamford, Connecticut	$5.55M	-$3.95M	6	0.28%	Reduced
365	Commonwealth Equity Services Waltham, Massachusetts	$5.43M	+$2.06M	3	0.06%	Increased
366	TAM Tealwood Asset Management Minneapolis, Minnesota	$5.42M	-$374K	1	2.36%	Reduced
367	WSCM Wellington Shields Capital Management New York	$5.41M	-$70.8K	2	0.93%	Reduced
368	FVCM F&V Capital Management Boca Raton, Florida	$5.39M	+$309K	1	3.83%	Increased
369	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$5.39M	+$5.29M	2	0.04%	Increased
370	FGP Foyston, Gordon, & Payne Toronto, Ontario, Canada	$5.32M	-$24.2M	1	0.99%	Reduced
371	DL Delta Lloyd Amsterdam, Netherlands	$5.27M	+$267K	3	0.17%	Increased
372	HAIM Hunter Associates Investment Management Pittsburgh, Pennsylvania	$5.27M	-$248K	3	2.47%	Reduced
373	PFC Phocas Financial Corp Alameda, California	$5.23M	-$28.7K	1	0.44%	Reduced
374	Bridgeway Capital Management Houston, Texas	$5.21M	+$1.37M	3	0.11%	Increased
375	Point72 Asset Management Stamford, Connecticut	$5.2M	-$5.1M	1	0.04%	Reduced