← 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	C WorldWide Group Copenhagen, Denmark	$6.67M	$0	1	0.12%	Maintained
352	Citizens Financial Group Providence, Rhode Island	$6.67M	+$6.94M	1	0.63%	New
353	ANI American National Insurance Galveston, Texas	$6.62M	$0	1	0.39%	Maintained
354	Foresters Investment Management New York	$6.61M	+$63.6K	1	0.13%	Increased
355	AGF Investments Inc Toronto, Ontario, Canada	$6.61M	$0	1	0.08%	Maintained
356	SAM Senzar Asset Management New York	$6.61M	+$6.94M	1	0.73%	New
357	Janney Montgomery Scott Philadelphia, Pennsylvania	$6.47M	+$24.3K	5	0.17%	Increased
358	EBIM Eagle Boston Investment Management Boston, Massachusetts	$6.42M	-$350K	1	0.9%	Reduced
359	Mitsubishi UFJ Asset Management Tokyo, Japan	$6.42M	+$1.86M	3	0.19%	Increased
360	EA Euclid Advisors Hartford, Connecticut	$6.37M	+$4.27M	2	0.19%	Increased
361	Squarepoint New York	$6.27M	+$6.59M	2	0.69%	New
362	ARM Adirondack Research & Management Guilderland, New York	$6.26M	$0	1	2.26%	Maintained
363	AT Acadia Trust Portland, Maine	$6.13M	-$115K	1	2.01%	Reduced
364	AL Airain Ltd St. Peter Port, Guernsey	$6.12M	+$2.73M	5	0.42%	Increased
365	Fiera Capital (Canada) Montreal, Quebec, Canada	$6.04M	-$1.61M	1	0.05%	Reduced
366	KBC Group Brussels, Belgium	$5.92M	+$1.25M	4	0.11%	Increased
367	Ninety One (UK) London, United Kingdom	$5.84M	-$8.35M	1	0.03%	Reduced
368	SEI Investments Oaks, Pennsylvania	$5.82M	-$818K	7	0.04%	Reduced
369	Polar Asset Management Partners Toronto, Ontario, Canada	$5.8M	+$5.82M	1	0.3%	New
370	Janus Henderson Group London,	$5.77M	$0	4	0.05%	Maintained
371	AAM Auxier Asset Management Aurora, Oregon	$5.77M	-$703K	2	1.31%	Reduced
372	EI EAM Investors Solana Beach, California	$5.76M	+$3.4M	2	0.75%	Increased
373	Trexquant Investment Stamford, Connecticut	$5.68M	+$4.71M	3	0.5%	Increased
374	FVCM F&V Capital Management Boca Raton, Florida	$5.64M	+$25.5K	1	4.11%	Increased
375	FCMC Founders Capital Management (Connecticut) East Hartford, Connecticut	$5.63M	+$192K	1	3.39%	Increased