← 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	PC Periscope Capital Toronto, Ontario, Canada	$6.99M	+$1.95M	2	1.3%	Increased
402	Ingalls & Snyder LLC New York	$6.97M	+$305K	1	0.37%	Increased
403	SRAM Stone Ridge Asset Management New York	$6.96M	-$276K	6	0.43%	Reduced
404	Loomis, Sayles & Company Boston, Massachusetts	$6.96M	-$234K	2	0.02%	Reduced
405	CIBC Asset Management Toronto, Ontario, Canada	$6.95M	+$377K	5	0.05%	Increased
406	AssetMark Inc Concord, California	$6.9M	+$8.15M	7	0.07%	Increased
407	State Farm Mutual Automobile Insurance Bloomington, Illinois	$6.83M	+$1.23M	1	0.01%	Increased
408	TIM Triodos Investment Management Driebergen-Rijsenburg, Netherlands	$6.83M	-$1.29M	1	1.47%	Reduced
409	NA Neuburgh Advisers Los Angeles, California	$6.83M	-$1.49M	4	0.27%	Reduced
410	FIG Fortress Investment Group New York	$6.75M	+$6.74M	1	0.82%	New
411	LG LaFleur & Godfrey Grand Rapids, Michigan	$6.74M	-$532K	1	1.9%	Reduced
412	Bridges Investment Management Omaha, Nebraska	$6.69M	+$7.2M	2	0.31%	Increased
413	First National Bank of Omaha Omaha, Nebraska	$6.68M	-$8.58M	1	0.51%	Reduced
414	TCM Tekla Capital Management Boston, Massachusetts	$6.68M	$0	1	0.29%	Maintained
415	DeepCurrents Investment Group New York	$6.64M	+$6.22M	1	0.83%	New
416	Mairs & Power Inc St Paul, Minnesota	$6.62M	+$1.21M	1	0.09%	Increased
417	KTA Keeley-Teton Advisors Chicago, Illinois	$6.55M	-$562K	2	0.65%	Reduced
418	Harding Loevner Bridgewater, New Jersey	$6.53M	-$161M	1	0.04%	Reduced
419	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$6.5M	+$1.5M	6	0.2%	Increased
420	MIP Marietta Investment Partners Milwaukee, Wisconsin	$6.46M	+$2.46M	1	2.47%	Increased
421	Wasatch Advisors Salt Lake City, Utah	$6.45M	+$5M	1	0.09%	Increased
422	Commonwealth Equity Services Waltham, Massachusetts	$6.44M	-$748K	7	0.03%	Reduced
423	LPL Financial San Diego, California	$6.42M	-$1.45M	8	0.02%	Reduced
424	OFCM One Fin Capital Management San Francisco, California	$6.41M	+$9.7M	1	6.88%	New
425	GGHC Gilder Gagnon Howe & Co New York	$6.32M	-$96.9M	2	0.09%	Reduced