← 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	CGM Capital Growth Management Boston, Massachusetts	$6.79M	-$21.8M	1	0.3%	Reduced
377	Peregrine Capital Management Minneapolis, Minnesota	$6.71M	-$534K	1	0.17%	Reduced
378	WI WBI Investments Red Bank, New Jersey	$6.63M	+$5.6M	2	0.29%	Increased
379	MassMutual Private Wealth & Trust Windsor, Connecticut	$6.62M	+$6.32M	4	0.81%	New
380	State of Alaska Department of Revenue Juneau, Alaska	$6.57M	-$935K	3	0.63%	Reduced
381	STRS Ohio Columbus, Ohio	$6.56M	-$28.3M	6	0.03%	Reduced
382	SRF Silver Rock Financial Los Angeles, California	$6.5M	+$6.06M	1	2.9%	New
383	First National Bank of Omaha Omaha, Nebraska	$6.46M	+$1.58M	4	0.4%	Increased
384	OA Oak Associates Akron, Ohio	$6.43M	+$109K	2	0.63%	Increased
385	VCP Vernier Capital Partners New York	$6.42M	+$5.78M	1	3.57%	New
386	PCM Portolan Capital Management Boston, Massachusetts	$6.37M	-$406	1	0.86%	Reduced
387	C WorldWide Group Copenhagen, Denmark	$6.35M	+$198K	1	0.12%	Increased
388	Natixis Advisors Boston, Massachusetts	$6.34M	+$2.9M	4	0.08%	Increased
389	Janus Henderson Group London,	$6.34M	+$345K	5	0.05%	Increased
390	CIBC Asset Management Toronto, Ontario, Canada	$6.33M	-$583K	6	0.05%	Reduced
391	EP Elkfork Partners Portland, Oregon	$6.27M	+$6.56M	5	0.21%	New
392	DL Delta Lloyd Amsterdam, Netherlands	$6.23M	-$805K	2	0.2%	Reduced
393	Kornitzer Capital Management Shawnee Mission, Kansas	$6.23M	-$366K	2	0.12%	Reduced
394	KBC Group Brussels, Belgium	$6.22M	-$982K	5	0.06%	Reduced
395	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$6.19M	-$1.21M	3	0.06%	Reduced
396	AAP Ardsley Advisory Partners Stamford, Connecticut	$6.17M	-$1.24M	1	1.02%	Reduced
397	ExxonMobil Investment Management Irving, Texas	$6.15M	-$1.87M	2	0.14%	Reduced
398	Virtu KCG Holdings New York	$6.15M	-$2.72M	6	0.15%	Reduced
399	ANI American National Insurance Galveston, Texas	$6.09M	$0	1	0.35%	Maintained
400	Hudson Bay Capital Management Stamford, Connecticut	$6.06M	-$7.5M	1	0.13%	Reduced