← 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	SCM Stevens Capital Management Radnor, Pennsylvania	$4.94M	-$6.42M	2	0.13%	Reduced
402	Natixis Paris, France	$4.87M	+$567K	1	0.06%	Increased
403	PHS Pekin Hardy Strauss Chicago, Illinois	$4.84M	-$8.17M	1	0.76%	Reduced
404	HCM Herndon Capital Management Atlanta, Georgia	$4.81M	-$387K	1	0.06%	Reduced
405	Anchor Capital Advisors Boston, Massachusetts	$4.78M	-$3M	3	0.09%	Reduced
406	Balyasny Asset Management Chicago, Illinois	$4.77M	-$14.3M	1	0.05%	Reduced
407	Whitebox Advisors Minneapolis, Minnesota	$4.75M	+$1.25M	1	0.19%	Increased
408	OrbiMed New York	$4.7M	-$5.42M	1	0.06%	Reduced
409	Huntington National Bank Columbus, Ohio	$4.69M	-$560K	2	0.09%	Reduced
410	TAM Tealwood Asset Management Minneapolis, Minnesota	$4.56M	+$4.78M	1	1.85%	New
411	TIM Thompson Investment Management Madison, Wisconsin	$4.51M	+$496	1	0.87%	Increased
412	Waverton Investment Management London, United Kingdom	$4.5M	$0	1	0.29%	Maintained
413	LA Linden Advisors New York	$4.49M	-$2.49M	1	0.98%	Reduced
414	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$4.49M	-$12.7K	4	0.21%	Reduced
415	GW&K Investment Management Boston, Massachusetts	$4.47M	+$398K	1	0.11%	Increased
416	PP Paloma Partners Greenwich, Connecticut	$4.41M	+$4.13M	6	0.18%	Increased
417	RIG Roosevelt Investment Group New York	$4.41M	+$134K	2	0.19%	Increased
418	GH GAM Holding Zurich, Switzerland	$4.41M	-$1.11M	3	0.07%	Reduced
419	Catalyst Capital Advisors Huntington, New York	$4.4M	+$763K	2	0.72%	Increased
420	First Allied Advisory Services San Diego, California	$4.35M	+$3.22M	3	0.32%	Increased
421	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$4.34M	-$39.6K	2	0.03%	Reduced
422	GC Globeflex Capital San Diego, California	$4.33M	-$4.46M	1	0.47%	Reduced
423	Polar Asset Management Partners Toronto, Ontario, Canada	$4.33M	+$4.43M	1	0.23%	New
424	AAM Aston Asset Management Chicago, Illinois	$4.33M	+$8.91K	1	0.99%	Increased
425	FCM Forester Capital Management Lake Forest, Illinois	$4.3M	+$758K	1	3.37%	Increased