← 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
401	Truist Financial Charlotte, North Carolina	$5.07M	+$58.2K	2	0.18%	Increased
402	CIBC Asset Management Toronto, Ontario, Canada	$5.04M	+$88.1K	5	0.03%	Increased
403	DP Dearborn Partners Chicago, Illinois	$4.97M	+$641K	2	0.65%	Increased
404	Sterling Capital Management Charlotte, North Carolina	$4.93M	+$4.43M	3	0.06%	Increased
405	D.A. Davidson & Co Great Falls, Montana	$4.82M	+$369K	4	0.22%	Increased
406	BSPF British Steel Pension Fund London, United Kingdom	$4.78M	-$323K	2	0.5%	Reduced
407	Polar Asset Management Partners Toronto, Ontario, Canada	$4.75M	+$4.73M	1	0.2%	New
408	AL AJO LP Philadelphia, Pennsylvania	$4.7M	-$1.14M	2	0.02%	Reduced
409	QS Investors New York	$4.69M	+$2.41M	4	0.2%	Increased
410	Grimes & Company Westborough, Massachusetts	$4.61M	+$1.13M	2	1.56%	Increased
411	Allstate Corporation Northbrook, Illinois	$4.59M	$0	1	0.18%	Maintained
412	HAIM Hunter Associates Investment Management Pittsburgh, Pennsylvania	$4.54M	-$213K	3	1.89%	Reduced
413	CCM Coliseum Capital Management Rowayton, Connecticut	$4.48M	-$3.55M	1	2.16%	Reduced
414	CCG Cypress Capital Group Palm Beach, Florida	$4.44M	+$3.48K	1	1.1%	Increased
415	First Citizens Bank & Trust Raleigh, North Carolina	$4.44M	-$2.73M	5	0.17%	Reduced
416	GH GAM Holding Zurich, Switzerland	$4.42M	+$3.68M	3	0.08%	Increased
417	SGA Sector Gamma AS Oslo, Norway	$4.39M	-$6.83M	1	1.13%	Reduced
418	CWM Concert Wealth Management San Jose, California	$4.35M	+$320K	2	0.62%	Increased
419	DSI Daiwa SB Investments Tokyo, Japan	$4.34M	-$55.3K	2	0.5%	Reduced
420	Virginia Retirement Systems Richmond, Virginia	$4.33M	-$11.4M	3	0.09%	Reduced
421	MIU Man Investments (UK) London, United Kingdom	$4.32M	+$1.55M	4	0.59%	Increased
422	TIM Thompson Investment Management Madison, Wisconsin	$4.27M	-$3.15K	1	0.92%	Reduced
423	DC Deere & Company Moline, Illinois	$4.24M	-$2.61M	4	0.24%	Reduced
424	EA Euclid Advisors Hartford, Connecticut	$4.23M	-$5.83M	1	0.04%	Reduced
425	FWSM First Wilshire Securities Management Pasadena, California	$4.23M	-$30.2K	1	0.68%	Reduced