← 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	New York Life Investment Management New York	$14.1M	+$169K	7	0.14%	Increased
377	ZCM Ziegler Capital Management Chicago, Illinois	$13.9M	+$7.45M	2	0.53%	Increased
378	IFM Investors Melbourne, Australia	$13.9M	-$216K	4	0.15%	Reduced
379	AA Apriem Advisors Irvine, California	$13.8M	+$921K	1	1.74%	Increased
380	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$13.8M	-$176K	9	0.1%	Reduced
381	Ossiam Paris, France	$13.8M	+$9.39M	4	0.24%	Increased
382	Azimuth Capital Investment Management Bloomfield Hills, Michigan	$13.8M	-$146K	3	0.57%	Reduced
383	ArrowMark Colorado Holdings Denver, Colorado	$13.6M	-$3.02M	1	0.15%	Reduced
384	Armistice Capital New York	$13.3M	+$575K	5	0.18%	Increased
385	London & Capital Asset Management London, United Kingdom	$13.3M	-$1.21M	1	1.01%	Reduced
386	Lighthouse Investment Partners Palm Beach Gardens, Florida	$13.2M	+$1.44M	2	0.61%	Increased
387	HAIM Hunter Associates Investment Management Pittsburgh, Pennsylvania	$13.1M	+$881K	3	2.2%	Increased
388	KTA Keeley-Teton Advisors Chicago, Illinois	$13M	+$2.42M	4	1.6%	Increased
389	SGH Sivik Global Healthcare Greenwich, Connecticut	$12.9M	-$1.9M	2	3.03%	Reduced
390	Dana Investment Advisors Waukesha, Wisconsin	$12.8M	+$9.96M	2	0.43%	Increased
391	Private Management Group Irvine, California	$12.7M	-$68.3K	1	0.48%	Reduced
392	Mairs & Power Inc St Paul, Minnesota	$12.7M	-$1.06M	1	0.12%	Reduced
393	Natixis Paris, France	$12.7M	+$5.31M	5	0.07%	Increased
394	Commerce Bank Kansas City, Missouri	$12.6M	-$3.14M	5	0.08%	Reduced
395	BCP Bayberry Capital Partners New York	$12.6M	-$11.1M	1	2.35%	Reduced
396	Congress Wealth Management Boston, Massachusetts	$12.6M	+$1.21M	1	0.22%	Increased
397	Junto Capital Management New York	$12.5M	-$23.9M	1	0.28%	Reduced
398	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$12.4M	-$2.26M	1	0.87%	Reduced
399	Twin Tree Management Dallas, Texas	$12.3M	-$23.8M	2	0.03%	Reduced
400	Walleye Trading New York	$12.2M	-$6.94M	6	0.03%	Reduced