← 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	$5.79M	+$1.25M	2	0.6%	Increased
402	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$5.78M	-$2.17M	5	0.11%	Reduced
403	WAM World Asset Management Detroit, Michigan	$5.76M	+$493K	5	0.2%	Increased
404	AP Archon Partners Princeton Junction, New Jersey	$5.68M	-$1.06M	1	1.51%	Reduced
405	KeyBank National Association Cleveland, Ohio	$5.64M	-$1.72M	4	0.04%	Reduced
406	Jacobs Levy Equity Management Florham Park, New Jersey	$5.55M	-$2.45M	3	0.1%	Reduced
407	AAM Auxier Asset Management Aurora, Oregon	$5.49M	-$144K	2	1.23%	Reduced
408	MCM McKinley Capital Management Anchorage, Alaska	$5.4M	+$5.12M	1	0.19%	Increased
409	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$5.4M	-$2.44M	1	0.01%	Reduced
410	PP Prospector Partners Guilford, Connecticut	$5.35M	$0	1	0.85%	Maintained
411	GI Greenwood Investments Boston, Massachusetts	$5.31M	-$3.52M	1	15.92%	Reduced
412	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$5.29M	-$4.57M	2	0.78%	Reduced
413	ECM Endurant Capital Management San Mateo, California	$5.24M	+$1.79M	1	1.94%	Increased
414	FNYS First New York Securities New York	$5.23M	+$988K	2	3.46%	Increased
415	Candriam SCA Strassen, Luxembourg, Luxembourg	$5.22M	+$2.77M	2	0.13%	Increased
416	Elliott Management New York	$5.2M	+$2.4M	1	0.04%	Increased
417	Xact Kapitalforvaltning Stockholm, Sweden	$5.19M	+$5.23M	3	0.18%	New
418	ING Group Amsterdam, Netherlands	$5.18M	-$574K	2	0.06%	Reduced
419	WSCM Wellington Shields Capital Management New York	$5.16M	-$395K	1	0.9%	Reduced
420	CCG Cypress Capital Group Palm Beach, Florida	$5.15M	+$64.8K	1	1.23%	Increased
421	DCM Dynamic Capital Management St. Helier, Jersey	$5.14M	-$311K	1	0.66%	Reduced
422	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$5.08M	+$1.84M	5	0.11%	Increased
423	Ladenburg Thalmann Financial Services Miami, Florida	$5.06M	+$479K	10	0.08%	Increased
424	Amalgamated Bank New York	$4.92M	-$7.81K	5	0.29%	Reduced
425	CG Cutler Group San Francisco, California	$4.92M	-$1.97M	10	0.22%	Reduced