← 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	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$5.26M	-$253K	4	0.25%	Reduced
377	KeyBank National Association Cleveland, Ohio	$5.21M	-$1.15M	5	0.03%	Reduced
378	WSCM Wellington Shields Capital Management New York	$5.11M	-$31.3K	2	0.76%	Reduced
379	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$5.09M	+$4.81M	1	1.2%	New
380	Waverton Investment Management London, United Kingdom	$5.06M	$0	1	0.36%	Maintained
381	Ladenburg Thalmann Financial Services Miami, Florida	$5.03M	+$427K	10	0.1%	Increased
382	OA OFI Advisors Philadelphia, Pennsylvania	$5.02M	+$455K	7	0.3%	Increased
383	WCF West Coast Financial Santa Barbara, California	$4.9M	+$185K	1	2.28%	Increased
384	Dana Investment Advisors Waukesha, Wisconsin	$4.9M	-$9.32M	1	0.24%	Reduced
385	CC Chubb Corp Warren, New Jersey	$4.89M	$0	1	0.25%	Maintained
386	Ninety One (UK) London, United Kingdom	$4.89M	+$3.25M	1	0.03%	Increased
387	Nomura Holdings Tokyo, Japan	$4.88M	-$20.1M	2	0.02%	Reduced
388	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$4.82M	-$459K	6	0.37%	Reduced
389	LG LaFleur & Godfrey Grand Rapids, Michigan	$4.78M	-$1.03M	1	1.28%	Reduced
390	AQR Arbitrage Greenwich, Connecticut	$4.78M	+$3.82M	1	0.06%	New
391	Cubist Systematic Strategies Stamford, Connecticut	$4.73M	+$1.75M	4	0.23%	Increased
392	FVCM F&V Capital Management Boca Raton, Florida	$4.72M	+$1.7M	1	3.21%	Increased
393	Brown Brothers Harriman & Co New York	$4.7M	+$37.1K	5	0.02%	Increased
394	FNT First Nebraska Trust Lincoln, Nebraska	$4.7M	$0	1	1.38%	Maintained
395	GH GAM Holding Zurich, Switzerland	$4.64M	+$59.9K	3	0.07%	Increased
396	NCIM New Century Investment Management Southfield, Michigan	$4.64M	+$138K	1	2.15%	Increased
397	NCM Numina Capital Management New York	$4.61M	+$4.47M	1	1.26%	New
398	SAM Securian Asset Management St Paul, Minnesota	$4.6M	+$135K	5	0.13%	Increased
399	SIM Sentry Investment Management Stevens Point, Wisconsin	$4.56M	-$261K	2	0.22%	Reduced
400	CCM Century Capital Management Boston, Massachusetts	$4.53M	+$4.1M	1	0.26%	New