← 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	RI Redwood Investments Boston, Massachusetts	$7.51M	+$7.51M	1	0.54%	New
402	CCM Cerrano Capital Management New York	$7.42M	+$7.22M	1	1.49%	New
403	Fifth Third Bancorp Cincinnati, Ohio	$7.4M	+$1.19M	7	0.05%	Increased
404	Element Capital Management New York	$7.4M	+$6.65M	4	0.17%	New
405	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$7.34M	-$482K	3	0.26%	Reduced
406	Oppenheimer & Co New York	$7.3M	-$246K	5	0.19%	Reduced
407	SCM Stonerise Capital Management San Francisco, California	$7.25M	$0	1	11.58%	Maintained
408	Envestnet Asset Management Chicago, Illinois	$7.18M	-$11.4M	11	0.02%	Reduced
409	CIBC Asset Management Toronto, Ontario, Canada	$7.14M	-$331K	6	0.05%	Reduced
410	KTA Keeley-Teton Advisors Chicago, Illinois	$7M	-$393K	2	0.46%	Reduced
411	Walleye Trading New York	$6.96M	+$2.05M	6	0.04%	Increased
412	Tudor Investment Corp Stamford, Connecticut	$6.94M	-$804K	7	0.22%	Reduced
413	Schonfeld Strategic Advisors New York	$6.89M	-$1.27M	4	0.52%	Reduced
414	CCM Cadence Capital Management Boston, Massachusetts	$6.84M	-$1.58M	5	0.45%	Reduced
415	Vident Investment Advisory Alpharetta, Georgia	$6.83M	+$1.25M	4	0.28%	Increased
416	Creative Planning Overland Park, Kansas	$6.81M	+$535K	5	0.03%	Increased
417	Aristeia Capital Greenwich, Connecticut	$6.72M	+$4.78M	1	0.27%	Increased
418	Kornitzer Capital Management Shawnee Mission, Kansas	$6.71M	+$60.5K	2	0.11%	Increased
419	LG Leuthold Group Minneapolis, Minnesota	$6.69M	+$7.45M	1	0.76%	New
420	CNB Camden National Bank Camden, Maine	$6.66M	+$187K	1	1.93%	Increased
421	Westfield Capital Management Boston, Massachusetts	$6.61M	-$2.21K	1	0.05%	Reduced
422	IC InterOcean Capital Chicago, Illinois	$6.58M	-$2.26M	1	0.87%	Reduced
423	LG LaFleur & Godfrey Grand Rapids, Michigan	$6.56M	-$331K	1	1.64%	Reduced
424	TCW Group Los Angeles, California	$6.55M	+$68.7K	1	0.05%	Increased
425	HVIA Hudson Valley Investment Advisors Goshen, New York	$6.54M	+$146K	1	1.65%	Increased