← 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	DL Delta Lloyd Amsterdam, Netherlands	$3.88M	+$2.13M	3	0.12%	Increased
427	RC Roundview Capital Princeton, New Jersey	$3.81M	-$1.77M	1	1.51%	Reduced
428	OA Oak Associates Akron, Ohio	$3.77M	$0	3	0.45%	Maintained
429	FA FDx Advisors Chicago, Illinois	$3.76M	-$795K	3	0.08%	Reduced
430	CSM Central Square Management Naperville, Illinois	$3.74M	+$790K	1	3.89%	Increased
431	PP PDT Partners New York	$3.71M	+$1.56M	3	0.09%	Increased
432	IHL Investment House LLC Redondo Beach, California	$3.71M	-$3.84K	1	0.6%	Reduced
433	DSAM Dock Street Asset Management Palm Beach, Florida	$3.7M	-$908K	1	2.1%	Reduced
434	CCM Carderock Capital Management Chevy Chase, Maryland	$3.68M	-$7.67K	1	1.78%	Reduced
435	HC Highmount Capital New York	$3.64M	+$51.2K	1	0.88%	Increased
436	Meag Munich Ergo Munich, Germany	$3.59M	+$3.37M	1	0.17%	New
437	CCPM Cooper Creek Partners Management New York	$3.58M	+$79.8K	1	3.41%	Increased
438	Natixis Paris, France	$3.55M	-$727K	2	0.05%	Reduced
439	BAMS Bellevue Asset Management (Switzerland) Kuesnacht, Switzerland	$3.55M	+$3.29M	2	0.5%	New
440	Cambridge Investment Research Advisors Fairfield, Iowa	$3.52M	-$506K	3	0.1%	Reduced
441	PCM Piermont Capital Management St. Louis, Missouri	$3.51M	+$555K	3	1.07%	Increased
442	HighTower Advisors Chicago, Illinois	$3.49M	-$8.74M	4	0.05%	Reduced
443	Vident Investment Advisory Alpharetta, Georgia	$3.45M	+$1.03M	5	0.69%	Increased
444	New Mexico Educational Retirement Board Santa Fe, New Mexico	$3.43M	-$125K	2	0.15%	Reduced
445	Barings Charlotte, North Carolina	$3.42M	+$874K	5	0.08%	Increased
446	SP Summit Partners Boston, Massachusetts	$3.38M	$0	1	1.22%	Maintained
447	Truist Financial Charlotte, North Carolina	$3.34M	-$228K	2	0.1%	Reduced
448	HL Financial Services Louisville, Kentucky	$3.33M	+$1.6M	2	0.09%	Increased
449	KAM Keeley Asset Management Chicago, Illinois	$3.33M	-$13.7K	3	0.07%	Reduced
450	PEAK6 Group Chicago, Illinois	$3.32M	+$807K	4	0.03%	Increased