← 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	GA Gagnon Advisors New York	$11.2M	$0	1	4.45%	Maintained
402	SNB Security National Bank Omaha, Nebraska	$11.2M	-$110K	1	2.53%	Reduced
403	RP Repertoire Partners New York	$11.1M	+$10.7M	1	9.19%	New
404	LC Littlejohn & Co Greenwich, Connecticut	$11.1M	+$1.08M	1	2.88%	Increased
405	CIBC World Markets New York	$11.1M	-$5.66M	4	0.06%	Reduced
406	RPAM Rhenman & Partners Asset Management Stockholm, Sweden	$10.7M	+$11.3M	1	0.71%	New
407	VWM Venturi Wealth Management Austin, Texas	$10.6M	-$14.7K	2	0.8%	Reduced
408	PHS Pekin Hardy Strauss Chicago, Illinois	$10.6M	+$2.22M	1	1.43%	Increased
409	MSL Mackay Shields LLC New York	$10.6M	-$352K	4	0.09%	Reduced
410	FTCM Fir Tree Capital Management New York	$10.5M	+$946K	1	0.28%	Increased
411	Clifford Swan Investment Counsel Pasadena, California	$10.4M	+$681K	1	0.37%	Increased
412	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$10.4M	-$6.2M	5	0.27%	Reduced
413	HAIM Hunter Associates Investment Management Pittsburgh, Pennsylvania	$10.2M	+$519K	1	2.92%	Increased
414	Gulf International Bank (UK) London, United Kingdom	$10.2M	-$3.82M	3	0.14%	Reduced
415	Calamos Advisors Naperville, Illinois	$10.2M	+$1.54M	2	0.04%	Increased
416	DnB Asset Management Oslo, Norway	$10.1M	-$1.48M	3	0.06%	Reduced
417	Hillsdale Investment Management Toronto, Ontario, Canada	$10M	-$348K	4	0.67%	Reduced
418	Advisors Capital Management Ridgewood, New Jersey	$9.97M	+$4.34M	1	0.27%	Increased
419	Oppenheimer Asset Management New York	$9.95M	-$1.17M	5	0.13%	Reduced
420	Luther King Capital Management (LKCM) Fort Worth, Texas	$9.93M	+$781K	3	0.04%	Increased
421	ET Equitable Trust Nashville, Tennessee	$9.92M	-$642K	3	0.61%	Reduced
422	AAM AMI Asset Management Los Angeles, California	$9.89M	-$2.09M	2	0.48%	Reduced
423	SCM Sio Capital Management New York	$9.88M	+$1.06M	1	2.98%	Increased
424	WCF West Coast Financial Santa Barbara, California	$9.77M	+$773K	2	1.4%	Increased
425	S Seeyond Paris, France	$9.71M	+$262K	4	0.9%	Increased