← 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
426	PEAK6 Group Chicago, Illinois	$4.01M	-$4.14M	3	0.03%	Reduced
427	OMERS Administration Corp Toronto, Ontario, Canada	$3.95M	-$2.03M	2	0.12%	Reduced
428	FBP Flippin Bruce & Porter Lynchburg, Virginia	$3.86M	+$22.1K	1	1.28%	Increased
429	Dana Investment Advisors Waukesha, Wisconsin	$3.83M	+$867K	1	0.22%	Increased
430	GHAM Gilman Hill Asset Management New Canaan, Connecticut	$3.82M	+$86.6K	1	2.08%	Increased
431	MIM Midwest Investment Management Cleveland, Ohio	$3.77M	-$23.4K	1	2.81%	Reduced
432	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$3.74M	+$59.9K	6	0.28%	Increased
433	HCM Herndon Capital Management Atlanta, Georgia	$3.74M	+$577K	1	0.05%	Increased
434	SAM Securian Asset Management St Paul, Minnesota	$3.69M	-$40.6K	5	0.13%	Reduced
435	Baillie Gifford & Co Edinburgh, United Kingdom	$3.63M	-$4.41M	1	0.01%	Reduced
436	PCM Prelude Capital Management New York	$3.63M	+$1.28M	7	0.51%	Increased
437	Everett Harris & Co Los Angeles, California	$3.6M	-$151K	1	0.13%	Reduced
438	New Mexico Educational Retirement Board Santa Fe, New Mexico	$3.6M	+$86.1K	2	0.15%	Increased
439	MA Marshwinds Advisory St Simons Island, Georgia	$3.55M	+$1.74M	3	1.76%	Increased
440	NBC Neuberger Berman Canada Toronto, Ontario, Canada	$3.53M	+$1.2M	1	0.55%	Increased
441	Scotia Capital Toronto, Ontario, Canada	$3.53M	+$631K	3	0.08%	Increased
442	CCPM Cooper Creek Partners Management New York	$3.5M	+$3.27M	1	3.85%	New
443	HCM Hilton Capital Management Garden City, New York	$3.46M	+$374K	1	1.09%	Increased
444	CC Colrain Capital Boston, Massachusetts	$3.45M	-$577K	1	0.26%	Reduced
445	Fifth Third Bancorp Cincinnati, Ohio	$3.45M	-$623K	8	0.03%	Reduced
446	Mackenzie Financial Toronto Ontario, Ontario, Canada	$3.44M	-$7.59M	2	0.02%	Reduced
447	Atria Investments Charlotte, North Carolina	$3.44M	+$2.6M	2	0.35%	Increased
448	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$3.39M	-$203K	4	0.1%	Reduced
449	Truist Financial Charlotte, North Carolina	$3.38M	-$714K	3	0.1%	Reduced
450	FCM Forester Capital Management Lake Forest, Illinois	$3.35M	+$26.3K	1	2.62%	Increased