← 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	FHAM Folger Hill Asset Management New York	$7.56M	+$7.34M	1	0.68%	Increased
377	AA Antipodean Advisors New York	$7.53M	-$9.27M	1	4.24%	Reduced
378	Fuller & Thaler Asset Management San Mateo, California	$7.5M	-$280K	3	0.1%	Reduced
379	Barings Charlotte, North Carolina	$7.47M	-$3.17M	5	0.22%	Reduced
380	EBIM Eagle Boston Investment Management Boston, Massachusetts	$7.45M	+$16.4K	1	0.81%	Increased
381	EP Elkfork Partners Portland, Oregon	$7.36M	+$3.23M	5	0.22%	Increased
382	Engineers Gate Manager New York	$7.34M	-$5.39M	4	0.66%	Reduced
383	ARTA A.R.T. Advisors New York	$7.09M	-$251K	4	0.38%	Reduced
384	Vident Investment Advisory Alpharetta, Georgia	$7.04M	-$219K	3	0.58%	Reduced
385	Ferguson Wellman Capital Management Portland, Oregon	$7.03M	-$195K	2	0.26%	Reduced
386	CCM Cadence Capital Management Boston, Massachusetts	$7.02M	+$63.4K	4	0.49%	Increased
387	DCM Dean Capital Management Overland Park, Kansas	$7.01M	+$3.01M	2	3.37%	Increased
388	Ameritas Investment Partners Lincoln, Nebraska	$6.99M	+$171K	9	0.34%	Increased
389	DCM Dynamic Capital Management St. Helier, Jersey	$6.98M	+$2.12M	1	1.58%	Increased
390	EI EAM Investors Solana Beach, California	$6.9M	-$1.93M	2	1.14%	Reduced
391	PGIM Pacific Global Investment Management Glendale, California	$6.9M	+$325K	3	1.59%	Increased
392	Commerzbank Aktiengesellschaft Frankfurt, Germany	$6.89M	-$1.48M	3	0.12%	Reduced
393	HAIM Hunter Associates Investment Management Pittsburgh, Pennsylvania	$6.88M	-$33.8K	3	2.8%	Reduced
394	LPL Financial San Diego, California	$6.84M	+$3.86M	7	0.03%	Increased
395	D.A. Davidson & Co Great Falls, Montana	$6.8M	-$9.17M	8	0.15%	Reduced
396	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$6.52M	+$153K	5	0.32%	Increased
397	MassMutual Private Wealth & Trust Windsor, Connecticut	$6.4M	-$380K	3	0.57%	Reduced
398	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$6.33M	-$22.6K	5	0.1%	Reduced
399	STRS Ohio Columbus, Ohio	$6.32M	+$92K	7	0.03%	Increased
400	IFP Advisors Tampa, Florida	$6.25M	-$61.9K	11	0.26%	Reduced