← 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	Bridgewater Associates Westport, Connecticut	$4.5M	+$407K	1	0.04%	Increased
402	GI Greenwood Investments Boston, Massachusetts	$4.49M	$0	1	4.7%	Maintained
403	Bank of Nova Scotia Toronto, Ontario, Canada	$4.47M	-$1.12M	3	0.02%	Reduced
404	CCG Cypress Capital Group Palm Beach, Florida	$4.46M	+$215K	1	1.02%	Increased
405	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$4.46M	+$4.43M	3	0.81%	Increased
406	HCM Hilton Capital Management Garden City, New York	$4.42M	+$164K	1	1.57%	Increased
407	PCM Prelude Capital Management New York	$4.37M	+$1.81M	5	0.61%	Increased
408	RMA Roffman Miller Associates Philadelphia, Pennsylvania	$4.37M	-$83.6K	1	0.84%	Reduced
409	Mackenzie Financial Toronto Ontario, Ontario, Canada	$4.33M	+$448K	2	0.02%	Increased
410	Livforsakringsbolaget Skandia Stockholm, Sweden	$4.33M	+$151K	4	0.21%	Increased
411	LCM Lonestar Capital Management San Francisco, California	$4.28M	+$3.42M	1	2.17%	New
412	Everett Harris & Co Los Angeles, California	$4.26M	$0	1	0.15%	Maintained
413	CIBC Asset Management Toronto, Ontario, Canada	$4.25M	+$14.6K	4	0.03%	Increased
414	MA Marshwinds Advisory St Simons Island, Georgia	$4.24M	+$27.2K	3	2.01%	Increased
415	Fifth Third Bancorp Cincinnati, Ohio	$4.21M	+$183K	8	0.04%	Increased
416	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$4.2M	+$533K	3	0.13%	Increased
417	BlueCrest Capital Management St Helier, Jersey	$4.19M	-$6.15M	3	0.22%	Reduced
418	MIM Midwest Investment Management Cleveland, Ohio	$4.16M	-$14.6K	1	3.16%	Reduced
419	First Manhattan New York	$4.16M	-$34.7M	6	0.02%	Reduced
420	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$4.15M	-$1.46M	2	0.73%	Reduced
421	HCM Herndon Capital Management Atlanta, Georgia	$4.15M	+$204K	1	0.06%	Increased
422	Profund Advisors Bethesda, Maryland	$4.13M	+$234K	4	0.16%	Increased
423	Jefferies Group New York	$4.04M	-$3.9M	3	0.02%	Reduced
424	Whittier Trust South Pasadena, California	$4.04M	+$244K	5	0.19%	Increased
425	P Pitcairn Conshohocken, Pennsylvania	$3.88M	+$1.26M	3	0.43%	Increased