← 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	AAM Auxier Asset Management Aurora, Oregon	$5.18M	-$379K	2	1.21%	Reduced
377	PC Pomelo Capital New York	$5.14M	-$4M	1	2.13%	Reduced
378	FCM Forester Capital Management Lake Forest, Illinois	$5.11M	-$303K	1	4.71%	Reduced
379	GH GAM Holding Zurich, Switzerland	$4.97M	+$270K	3	0.09%	Increased
380	BPM Bronson Point Management Fairfield, Connecticut	$4.86M	-$3.67M	1	1.44%	Reduced
381	Bank of Nova Scotia Toronto, Ontario, Canada	$4.84M	+$397K	3	0.03%	Increased
382	WAM World Asset Management Detroit, Michigan	$4.83M	+$211K	4	0.2%	Increased
383	WBC Westpac Banking Corp Sydney, Australia	$4.8M	-$1.19M	3	0.05%	Reduced
384	Wasatch Advisors Salt Lake City, Utah	$4.72M	-$2.7M	1	0.06%	Reduced
385	Dana Investment Advisors Waukesha, Wisconsin	$4.71M	+$176K	1	0.22%	Increased
386	CWM Concert Wealth Management San Jose, California	$4.71M	-$1.21M	2	0.64%	Reduced
387	CCG Cypress Capital Group Palm Beach, Florida	$4.7M	+$88.5K	1	1.16%	Increased
388	Bessemer Group Woodbridge, New Jersey	$4.68M	-$729K	3	0.03%	Reduced
389	KBC Group Brussels, Belgium	$4.67M	-$1.73M	5	0.09%	Reduced
390	Engineers Gate Manager New York	$4.67M	-$4.5M	2	0.4%	Reduced
391	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$4.65M	+$66.2K	4	0.24%	Increased
392	HCM Hilton Capital Management Garden City, New York	$4.59M	+$210K	1	1.57%	Increased
393	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$4.58M	+$186K	6	0.36%	Increased
394	OA OFI Advisors Philadelphia, Pennsylvania	$4.56M	-$301K	7	0.29%	Reduced
395	Mitsubishi UFJ Asset Management Tokyo, Japan	$4.55M	-$1.81M	3	0.14%	Reduced
396	TCW Group Los Angeles, California	$4.53M	+$944K	4	0.03%	Increased
397	QIM Quantitative Investment Management Charlottesville, Virginia	$4.51M	+$985K	3	0.34%	Increased
398	Waverton Investment Management London, United Kingdom	$4.5M	$0	1	0.36%	Maintained
399	CC Chubb Corp Warren, New Jersey	$4.47M	$0	1	0.26%	Maintained
400	Ninety One (UK) London, United Kingdom	$4.46M	$0	1	0.03%	Maintained