← 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	Ameritas Investment Partners Lincoln, Nebraska	$6.06M	+$1.31M	6	0.3%	Increased
402	Truist Financial Charlotte, North Carolina	$6.02M	-$161K	4	0.12%	Reduced
403	AAM Auxier Asset Management Aurora, Oregon	$5.99M	-$6.88K	3	1.3%	Reduced
404	CC Cannell & Co New York	$5.96M	+$1.71M	1	0.22%	Increased
405	Ferguson Wellman Capital Management Portland, Oregon	$5.95M	-$153K	3	0.24%	Reduced
406	MFM Marianas Fund Management New York	$5.93M	+$5.61M	1	1.49%	New
407	CNB Camden National Bank Camden, Maine	$5.88M	+$5.56M	1	1.81%	New
408	FCMC Founders Capital Management (Connecticut) East Hartford, Connecticut	$5.88M	-$12.3K	1	3.18%	Reduced
409	Trexquant Investment Stamford, Connecticut	$5.85M	+$2.02M	4	0.93%	Increased
410	TIA Tandem Investment Advisors Charleston, South Carolina	$5.85M	+$5.77M	1	2.82%	New
411	Meag Munich Ergo Munich, Germany	$5.84M	+$5.44M	2	0.27%	Increased
412	NFGCM Norman Fields Gottscho Capital Management New York	$5.83M	-$1.31M	2	3.95%	Reduced
413	KCP Kenmare Capital Partners New York	$5.81M	+$5.42M	1	4.41%	New
414	CFIC City Financial Investment Company London, United Kingdom	$5.78M	+$6.55M	1	1.06%	New
415	HAIM Hunter Associates Investment Management Pittsburgh, Pennsylvania	$5.75M	-$166K	3	2.45%	Reduced
416	Zacks Investment Management Chicago, Illinois	$5.73M	+$5.03M	2	0.16%	Increased
417	CIBC World Market Toronto, Ontario, Canada	$5.73M	+$4.42M	2	0.02%	Increased
418	Amalgamated Bank New York	$5.73M	+$875K	6	0.26%	Increased
419	HP Hound Partners New York	$5.72M	-$3.23M	1	0.14%	Reduced
420	WSCM Wellington Shields Capital Management New York	$5.72M	+$88.2K	2	0.95%	Increased
421	PC Pier Capital Stamford, Connecticut	$5.69M	+$5.31M	1	1.03%	New
422	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$5.67M	+$716K	5	0.29%	Increased
423	Jacobs Levy Equity Management Florham Park, New Jersey	$5.64M	+$40.8K	3	0.11%	Increased
424	Johnson Investment Counsel Cincinnati, Ohio	$5.56M	-$7.69M	2	0.17%	Reduced
425	Laurion Capital Management New York	$5.52M	-$8.39M	3	0.05%	Reduced