← 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	Castleark Management Chicago, Illinois	$7.52M	-$11.7M	1	0.29%	Reduced
402	EI EAM Investors Solana Beach, California	$7.49M	+$2.27M	3	1.78%	Increased
403	SNB Security National Bank Omaha, Nebraska	$7.39M	+$199K	1	2.57%	Increased
404	KIC Keating Investment Counselors Delray Beach, Florida	$7.3M	-$32K	1	3.82%	Reduced
405	Maven Securities St Helier, Jersey	$7.27M	+$7M	1	0.6%	New
406	Picton Mahoney Asset Management Toronto, Ontario, Canada	$7.26M	-$2.87M	1	0.4%	Reduced
407	RCW Rheos Capital Works Tokyo, Japan	$7.26M	$0	1	0.59%	Maintained
408	DnB Asset Management Oslo, Norway	$7.22M	-$38.7K	3	0.08%	Reduced
409	CIBC World Markets New York	$7.2M	+$1.27M	4	0.07%	Increased
410	EW Evoke Wealth Los Angeles, California	$7.16M	+$3.97M	7	0.58%	Increased
411	LCG Lisanti Capital Growth New York	$7.13M	+$6.08M	1	1.32%	New
412	KOCAA Knights of Columbus Asset Advisors New Haven, Connecticut	$7.09M	+$63.6K	1	0.88%	Increased
413	People's United Financial Bridgeport, Connecticut	$7.09M	-$238K	3	0.2%	Reduced
414	FNT First Nebraska Trust Lincoln, Nebraska	$7.06M	+$56.1K	2	1.21%	Increased
415	TTWM TCV Trust & Wealth Management Richmond, Virginia	$7.02M	+$147K	1	0.94%	Increased
416	Great Lakes Advisors Chicago, Illinois	$7M	+$769K	2	0.15%	Increased
417	GC Globeflex Capital San Diego, California	$6.97M	-$1.69M	4	1.84%	Reduced
418	FVCM F&V Capital Management Boca Raton, Florida	$6.86M	-$122K	1	3.34%	Reduced
419	Weiss Multi-Strategy Advisers New York	$6.86M	-$5.66M	2	0.18%	Reduced
420	SAM Shell Asset Management The Hague, Netherlands	$6.82M	+$1.2M	7	0.16%	Increased
421	First National Bank of Omaha Omaha, Nebraska	$6.79M	+$751K	2	0.43%	Increased
422	RHFI Reilly Herbert Faulkner III	$6.79M	+$1.6M	1	2.47%	Increased
423	RCC Red Cedar Capital Omaha, Nebraska	$6.67M	-$185K	2	5.82%	Reduced
424	TA Tamarack Advisers Carlsbad, California	$6.65M	+$6.4M	1	2.05%	New
425	Maverick Capital Dallas, Texas	$6.6M	-$3.1M	6	0.12%	Reduced