← 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	OA Oak Associates Akron, Ohio	$4M	+$1.35M	3	0.48%	Increased
402	CIBC Asset Management Toronto, Ontario, Canada	$4M	-$659K	4	0.03%	Reduced
403	Virtu KCG Holdings New York	$3.98M	-$825K	6	0.07%	Reduced
404	GS GAM Systematic Cambridge, United Kingdom	$3.95M	+$3.83M	3	0.8%	New
405	Jane Street New York	$3.94M	-$142K	2	0.03%	Reduced
406	CCPM Cooper Creek Partners Management New York	$3.92M	+$323K	1	4.13%	Increased
407	Ingalls & Snyder LLC New York	$3.92M	-$374K	2	0.23%	Reduced
408	HCM Hilton Capital Management Garden City, New York	$3.91M	+$106K	1	1.27%	Increased
409	MIM Midwest Investment Management Cleveland, Ohio	$3.9M	-$10.5K	1	2.83%	Reduced
410	MA Marshwinds Advisory St Simons Island, Georgia	$3.88M	-$4K	3	1.83%	Reduced
411	SW SVB Wealth Boston, Massachusetts	$3.87M	+$3.75M	2	0.13%	New
412	Everett Harris & Co Los Angeles, California	$3.81M	-$37.1K	1	0.13%	Reduced
413	Livforsakringsbolaget Skandia Stockholm, Sweden	$3.8M	-$2.07M	4	0.18%	Reduced
414	Bridgewater Associates Westport, Connecticut	$3.79M	+$1.77M	1	0.03%	Increased
415	Cambridge Investment Research Advisors Fairfield, Iowa	$3.77M	+$483K	4	0.12%	Increased
416	Glenmede Trust Philadelphia, Pennsylvania	$3.73M	-$4.89M	7	0.03%	Reduced
417	Fifth Third Bancorp Cincinnati, Ohio	$3.71M	-$51.2K	7	0.03%	Reduced
418	WCF West Coast Financial Santa Barbara, California	$3.67M	-$19.5K	1	1.9%	Reduced
419	Mackenzie Financial Toronto Ontario, Ontario, Canada	$3.62M	+$35.2K	2	0.02%	Increased
420	HCS Harvest Capital Strategies San Francisco, California	$3.6M	-$269K	1	0.4%	Reduced
421	Tudor Investment Corp Stamford, Connecticut	$3.54M	+$1.2M	5	0.12%	Increased
422	SM Sabby Management Miami Beach, Florida	$3.52M	-$1.1M	1	0.11%	Reduced
423	PRCP Pacific Ridge Capital Partners Lake Oswego, Oregon	$3.51M	+$700K	2	1.49%	Increased
424	CC Cipher Capital New York	$3.5M	+$3.47M	2	0.9%	New
425	RMA Roffman Miller Associates Philadelphia, Pennsylvania	$3.48M	-$93.8K	1	0.68%	Reduced