← 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	KTA Keeley-Teton Advisors Chicago, Illinois	$6.99M	-$81K	2	0.74%	Reduced
402	GIP Granite Investment Partners El Segundo, California	$6.94M	+$7.49M	1	0.36%	New
403	Advisor Group Phoenix, Arizona	$6.91M	+$85.1K	12	0.05%	Increased
404	CAM Chou Associates Management Toronto, Ontario, Canada	$6.89M	$0	1	4.21%	Maintained
405	LG LaFleur & Godfrey Grand Rapids, Michigan	$6.87M	-$1.27M	1	1.68%	Reduced
406	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$6.83M	-$3.06M	1	0.59%	Reduced
407	Nissay Asset Management Tokyo, Japan	$6.82M	+$929K	4	0.17%	Increased
408	DZ Bank Frankfurt Am Main, Germany	$6.79M	+$1.4M	3	0.02%	Increased
409	WCF West Coast Financial Santa Barbara, California	$6.71M	+$59K	1	1.52%	Increased
410	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$6.69M	-$504K	4	0.02%	Reduced
411	WBC Westpac Banking Corp Sydney, Australia	$6.68M	+$8.6M	4	0.09%	Increased
412	SIM Spark Investment Management New York	$6.65M	-$10M	3	0.85%	Reduced
413	United Capital Financial Advisors Irving, Texas	$6.58M	+$449K	2	0.05%	Increased
414	SCM SkyTop Capital Management Rutherford, New Jersey	$6.56M	-$4.94M	1	5.15%	Reduced
415	CEP Chicago Equity Partners Chicago, Illinois	$6.54M	-$1.98M	4	0.31%	Reduced
416	CGC Continental Grain Company New York	$6.54M	+$6.17M	1	1.77%	New
417	BlueCrest Capital Management St Helier, Jersey	$6.52M	+$3.76M	4	0.45%	Increased
418	GCM Grisanti Capital Management New York	$6.46M	+$6.1M	1	3.53%	New
419	SCM Symons Capital Management Pittsburgh, Pennsylvania	$6.43M	-$467K	3	2.96%	Reduced
420	PPCM Pillar Pacific Capital Management Pacifica, California	$6.41M	+$5.24K	1	0.72%	Increased
421	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$6.4M	+$1.33M	1	0.68%	Increased
422	SCM Shaolin Capital Management Miami, Florida	$6.36M	+$5.36M	1	0.98%	Increased
423	FIG Fortress Investment Group New York	$6.34M	$0	1	0.66%	Maintained
424	LOAMU Lombard Odier Asset Management (USA) New York	$6.22M	-$6.56M	1	0.59%	Reduced
425	Achmea Investment Management Zeist, Netherlands	$6.21M	$0	3	0.25%	Maintained