← 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
376	Livforsakringsbolaget Skandia Stockholm, Sweden	$5.58M	$0	4	0.21%	Maintained
377	Picton Mahoney Asset Management Toronto, Ontario, Canada	$5.51M	+$5.28M	1	0.3%	New
378	SGH Sivik Global Healthcare Greenwich, Connecticut	$5.49M	+$3.42M	2	2.5%	Increased
379	Advisors Asset Management Monument, Colorado	$5.49M	-$1.02M	6	0.08%	Reduced
380	GI Greenwood Investments Boston, Massachusetts	$5.47M	+$30.9K	1	4.58%	Increased
381	SCM SKBA Capital Management San Francisco, California	$5.47M	+$2.63M	1	0.45%	Increased
382	State Farm Mutual Automobile Insurance Bloomington, Illinois	$5.45M	$0	1	0.01%	Maintained
383	FCMC Founders Capital Management (Connecticut) East Hartford, Connecticut	$5.43M	+$45.4K	1	3.48%	Increased
384	Nomura Asset Management Tokyo, Japan	$5.3M	-$976K	4	0.09%	Reduced
385	TAM Tealwood Asset Management Minneapolis, Minnesota	$5.26M	+$176K	1	2.06%	Increased
386	ARM Adirondack Research & Management Guilderland, New York	$5.19M	+$255K	1	1.93%	Increased
387	Commonwealth Equity Services Waltham, Massachusetts	$5.08M	-$834K	4	0.06%	Reduced
388	CWM Concert Wealth Management San Jose, California	$4.92M	+$623K	1	0.66%	Increased
389	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$4.91M	+$301K	2	0.04%	Increased
390	ABI Adamant Biomedical Investments Zurich, Switzerland	$4.83M	+$4.93M	2	1.21%	New
391	JP Morgan Private Wealth Advisors San Francisco, California	$4.82M	+$1.36M	5	0.06%	Increased
392	OrbiMed New York	$4.75M	$0	1	0.05%	Maintained
393	HT HAP Trading New York	$4.75M	+$4.68M	2	0.19%	New
394	Pentwater Capital Management Naples, Florida	$4.7M	+$4.68M	1	0.05%	Increased
395	HCM Hollencrest Capital Management Newport Beach, California	$4.7M	-$26.2K	1	0.64%	Reduced
396	AL Airain Ltd St. Peter Port, Guernsey	$4.69M	+$3.57M	3	0.32%	Increased
397	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$4.69M	-$2.5M	4	0.02%	Reduced
398	Virtu KCG Holdings New York	$4.68M	-$1.87M	6	0.09%	Reduced
399	WSCM Wellington Shields Capital Management New York	$4.59M	$0	2	0.76%	Maintained
400	AAM Aston Asset Management Chicago, Illinois	$4.59M	+$442K	1	1.08%	Increased