← 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	HSA Hussman Strategic Advisors Ellicott City, Maryland	$6.34M	$0	2	1.05%	Maintained
377	C WorldWide Group Copenhagen, Denmark	$6.32M	$0	1	0.11%	Maintained
378	Ferguson Wellman Capital Management Portland, Oregon	$6.3M	-$37.1K	3	0.27%	Reduced
379	GH GAM Holding Zurich, Switzerland	$6.29M	-$61.6K	3	0.11%	Reduced
380	GGI Godsey & Gibb Inc Richmond, Virginia	$6.28M	-$880K	1	1.12%	Reduced
381	ANI American National Insurance Galveston, Texas	$6.27M	$0	1	0.36%	Maintained
382	AAP Ardsley Advisory Partners Stamford, Connecticut	$6.24M	+$6.14M	1	0.99%	New
383	LCM Lonestar Capital Management San Francisco, California	$6.2M	+$6.32M	1	1.6%	New
384	1WCM 12 West Capital Management New York	$6.17M	$0	1	0.89%	Maintained
385	HAIM Hunter Associates Investment Management Pittsburgh, Pennsylvania	$6.11M	-$171K	3	2.63%	Reduced
386	EBIM Eagle Boston Investment Management Boston, Massachusetts	$6.08M	+$49K	1	0.78%	Increased
387	Kornitzer Capital Management Shawnee Mission, Kansas	$6.07M	-$480K	1	0.11%	Reduced
388	FCMC Founders Capital Management (Connecticut) East Hartford, Connecticut	$6.06M	+$658K	1	3.39%	Increased
389	Creative Planning Overland Park, Kansas	$6.06M	+$637K	8	0.04%	Increased
390	Fuller & Thaler Asset Management San Mateo, California	$6.05M	+$1.44M	3	0.1%	Increased
391	Mitsubishi UFJ Asset Management Tokyo, Japan	$6M	-$2.37M	3	0.15%	Reduced
392	OMERS Administration Corp Toronto, Ontario, Canada	$5.96M	+$2.61M	2	0.11%	Increased
393	ZC Zelman Capital Beachwood, Ohio	$5.92M	+$5.83M	1	1.15%	New
394	LSC Lyon Street Capital Sausalito, California	$5.92M	+$2.25M	1	2.89%	Increased
395	FVCM F&V Capital Management Boca Raton, Florida	$5.91M	+$133K	1	4.09%	Increased
396	Janus Henderson Group London,	$5.9M	+$201K	3	0.04%	Increased
397	SCA Signpost Capital Advisors New York	$5.87M	+$6.26M	1	4.94%	New
398	USS Investment Management London, United Kingdom	$5.87M	+$6.03M	1	0.09%	New
399	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$5.83M	-$863K	4	0.75%	Reduced
400	AL Airain Ltd St. Peter Port, Guernsey	$5.82M	+$1.43M	3	0.34%	Increased