← 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	Twin Tree Management Dallas, Texas	$8.3M	+$7.58M	4	0.05%	Increased
402	PEAK6 Group Chicago, Illinois	$8.2M	-$6.43M	2	0.04%	Reduced
403	SCM Stevens Capital Management Radnor, Pennsylvania	$8.16M	-$7.77M	4	0.29%	Reduced
404	Fifth Third Bancorp Cincinnati, Ohio	$8.12M	+$134K	8	0.05%	Increased
405	KTA Keeley-Teton Advisors Chicago, Illinois	$7.97M	+$230K	2	0.55%	Increased
406	Westfield Capital Management Boston, Massachusetts	$7.96M	+$1.62M	1	0.06%	Increased
407	STRS Ohio Columbus, Ohio	$7.81M	+$970K	8	0.03%	Increased
408	Envestnet Asset Management Chicago, Illinois	$7.77M	+$275K	11	0.02%	Increased
409	DCM Dupont Capital Management Wilmington, Delaware	$7.64M	+$1.28M	6	0.18%	Increased
410	RHJA Rice Hall James & Associates San Diego, California	$7.6M	-$2.13M	1	0.28%	Reduced
411	Ferguson Wellman Capital Management Portland, Oregon	$7.58M	+$75K	2	0.26%	Increased
412	SRAM Stone Ridge Asset Management New York	$7.51M	+$660K	8	0.43%	Increased
413	TIM Triodos Investment Management Driebergen-Rijsenburg, Netherlands	$7.46M	+$7.29M	1	1.4%	New
414	Vident Investment Advisory Alpharetta, Georgia	$7.39M	+$107K	4	0.29%	Increased
415	Creative Planning Overland Park, Kansas	$7.39M	+$151K	6	0.03%	Increased
416	CIBC Asset Management Toronto, Ontario, Canada	$7.34M	-$70.1K	6	0.05%	Reduced
417	HT HAP Trading New York	$7.33M	+$7.05M	1	0.37%	New
418	LOAMU Lombard Odier Asset Management (USA) New York	$7.32M	-$6.1M	1	0.48%	Reduced
419	Truist Financial Charlotte, North Carolina	$7.31M	-$691K	2	0.14%	Reduced
420	Voloridge Investment Management Jupiter, Florida	$7.26M	-$11.4M	2	0.19%	Reduced
421	Nissay Asset Management Tokyo, Japan	$7.25M	+$814K	3	0.21%	Increased
422	Parallax Volatility Advisers San Francisco, California	$7.2M	+$2.65M	2	0.01%	Increased
423	PVI Pura Vida Investments New York	$7.14M	+$6.46M	1	2.86%	New
424	RG Redmile Group San Francisco, California	$7.13M	+$6.46M	1	0.24%	New
425	LCM Landscape Capital Management Englewood, New Jersey	$7.12M	-$691K	3	0.59%	Reduced