← 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	KIC Keating Investment Counselors Delray Beach, Florida	$10.2M	-$2.88M	2	4.4%	Reduced
377	Engineers Gate Manager New York	$10.2M	+$830K	5	0.78%	Increased
378	Bridgeway Capital Management Houston, Texas	$10.2M	-$1.08M	5	0.1%	Reduced
379	Utah Retirement Systems Salt Lake City, Utah	$10.1M	+$3.32K	5	0.2%	Increased
380	CAM Chou Associates Management Toronto, Ontario, Canada	$10.1M	$0	1	3.39%	Maintained
381	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$9.98M	+$6.96M	3	0.99%	Increased
382	WEO William E. Oberndorf	$9.89M	$0	1	5.71%	Maintained
383	Hancock Whitney Gulfport, Mississippi	$9.86M	+$10.6M	4	0.28%	New
384	NA Neuburgh Advisers Los Angeles, California	$9.83M	-$548K	4	0.32%	Reduced
385	Bahl & Gaynor Cincinnati, Ohio	$9.78M	-$690K	1	0.13%	Reduced
386	ACG Allen Capital Group Grand Island, Nebraska	$9.73M	-$438K	2	3.23%	Reduced
387	HAIM Hunter Associates Investment Management Pittsburgh, Pennsylvania	$9.68M	-$58.2K	3	3.34%	Reduced
388	HCM Huber Capital Management El Segundo, California	$9.63M	$0	2	0.62%	Maintained
389	Moore Capital Management New York	$9.61M	$0	1	0.21%	Maintained
390	TCA Taconic Capital Advisors New York	$9.6M	+$6.67M	1	0.97%	Increased
391	Guardian Capital (Canada) Toronto, Ontario, Canada	$9.53M	-$2.07M	1	0.16%	Reduced
392	Janney Montgomery Scott Philadelphia, Pennsylvania	$9.52M	-$575K	7	0.08%	Reduced
393	State Farm Mutual Automobile Insurance Bloomington, Illinois	$9.29M	$0	1	0.01%	Maintained
394	CI CPMG Inc Dallas, Texas	$9.12M	$0	1	0.63%	Maintained
395	Element Capital Management New York	$9.01M	+$2.9M	3	0.18%	Increased
396	Gradient Investments Arden Hills, Minnesota	$8.97M	+$515K	2	0.46%	Increased
397	ACM ADI Capital Management New York	$8.84M	+$2.68M	1	7.75%	Increased
398	MassMutual Private Wealth & Trust Windsor, Connecticut	$8.81M	-$6.54K	4	0.65%	Reduced
399	Amalgamated Bank New York	$8.79M	-$895K	7	0.22%	Reduced
400	SCM Symons Capital Management Pittsburgh, Pennsylvania	$8.73M	-$526K	2	2.9%	Reduced