← 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	Kornitzer Capital Management Shawnee Mission, Kansas	$9.46M	-$88.2K	2	0.15%	Reduced
402	Gulf International Bank (UK) London, United Kingdom	$9.43M	-$4.9M	3	0.13%	Reduced
403	Oppenheimer Asset Management New York	$9.34M	+$324K	4	0.14%	Increased
404	PEAK6 Investments Chicago, Illinois	$9.32M	+$339K	7	0.02%	Increased
405	GC Globeflex Capital San Diego, California	$9.29M	-$315K	4	1.69%	Reduced
406	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$9.26M	-$8.53M	2	0.05%	Reduced
407	Thompson Siegel & Walmsley Richmond, Virginia	$9.1M	-$4.01M	3	0.13%	Reduced
408	State Farm Mutual Automobile Insurance Bloomington, Illinois	$9.05M	$0	1	0.01%	Maintained
409	Calamos Advisors Naperville, Illinois	$8.85M	-$302K	1	0.05%	Reduced
410	Winton Group London, United Kingdom	$8.77M	-$1.24M	6	0.5%	Reduced
411	GS Gagnon Securities New York	$8.63M	+$563K	1	1.31%	Increased
412	Nissay Asset Management Tokyo, Japan	$8.63M	+$45.5K	4	0.09%	Increased
413	Cartenna Capital Stamford, Connecticut	$8.52M	+$8.67M	1	3.91%	New
414	RCW Rheos Capital Works Tokyo, Japan	$8.48M	$0	1	0.56%	Maintained
415	S Seeyond Paris, France	$8.47M	-$160K	4	0.85%	Reduced
416	LCM Landscape Capital Management Englewood, New Jersey	$8.39M	-$3.85M	3	1.32%	Reduced
417	WC Winmill & Co Walpole, New Hampshire	$8.29M	$0	1	3.06%	Maintained
418	NHAS Novo Holdings A/S Hellerup, Denmark	$8.28M	$0	1	0.34%	Maintained
419	Vestcor Inc Fredericton, New Brunswick, Canada	$8.27M	+$3.97M	6	0.31%	Increased
420	SNB Security National Bank Omaha, Nebraska	$8.26M	+$165K	1	2.43%	Increased
421	Boothbay Fund Management New York	$8.23M	+$8.36M	5	0.31%	Increased
422	Creative Planning Overland Park, Kansas	$8.18M	-$360K	6	0.02%	Reduced
423	Great Lakes Advisors Chicago, Illinois	$8.15M	-$509K	2	0.13%	Reduced
424	Axiom Investors Greenwich, Connecticut	$8.13M	+$5.47M	2	0.15%	Increased
425	HA Heartland Advisors Milwaukee, Wisconsin	$7.99M	+$7.64M	2	0.51%	New