← 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	Oppenheimer Asset Management New York	$9.1M	-$102K	3	0.15%	Reduced
402	Tudor Investment Corp Stamford, Connecticut	$9.08M	-$1.02M	5	0.26%	Reduced
403	Nissay Asset Management Tokyo, Japan	$9.07M	+$1.21M	4	0.14%	Increased
404	Great Lakes Advisors Chicago, Illinois	$9.02M	+$567K	2	0.16%	Increased
405	S Seeyond Paris, France	$8.96M	-$108K	4	0.93%	Reduced
406	SNB Security National Bank Omaha, Nebraska	$8.88M	-$267K	1	2.82%	Reduced
407	Creative Planning Overland Park, Kansas	$8.64M	-$364K	7	0.02%	Reduced
408	KIC Keating Investment Counselors Delray Beach, Florida	$8.63M	-$42.2K	1	4.32%	Reduced
409	Illinois Municipal Retirement Fund Oak Brook, Illinois	$8.62M	+$4.73M	5	0.4%	Increased
410	RCW Rheos Capital Works Tokyo, Japan	$8.62M	$0	1	0.63%	Maintained
411	PEAK6 Investments Chicago, Illinois	$8.5M	-$2.83M	6	0.02%	Reduced
412	FA Friess Associates Greenville, Delaware	$8.49M	+$997K	3	0.63%	Increased
413	Calamos Advisors Naperville, Illinois	$8.31M	-$3.35M	1	0.05%	Reduced
414	Assenagon Asset Management Senningerberg, Luxembourg	$8.29M	-$3.87M	2	0.04%	Reduced
415	RC Reik & Co New York	$8.23M	-$928K	1	2.13%	Reduced
416	CAM Cozad Asset Management Champaign, Illinois	$8.05M	-$1.58M	3	1.44%	Reduced
417	DCM Decatur Capital Management Decatur, Georgia	$8.04M	+$7.54M	1	1.47%	New
418	SCM Stonepine Capital Management Bend, Oregon	$7.91M	+$2.37M	1	6.05%	Increased
419	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$7.87M	-$2.86M	4	0.02%	Reduced
420	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$7.85M	+$590K	4	0.21%	Increased
421	SAM Shell Asset Management The Hague, Netherlands	$7.8M	-$165K	7	0.16%	Reduced
422	Nantahala Capital Management New Canaan, Connecticut	$7.78M	+$988K	1	0.24%	Increased
423	GC Globeflex Capital San Diego, California	$7.78M	-$188K	4	1.66%	Reduced
424	FNT First Nebraska Trust Lincoln, Nebraska	$7.75M	+$94K	2	1.12%	Increased
425	First National Bank of Omaha Omaha, Nebraska	$7.73M	-$254K	2	0.42%	Reduced