← 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	Mitsubishi UFJ Asset Management Tokyo, Japan	$5.52M	-$607K	3	0.13%	Reduced
427	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$5.49M	-$498K	3	0.69%	Reduced
428	GI Greenwood Investments Boston, Massachusetts	$5.42M	+$213K	1	15.53%	Increased
429	KeyBank National Association Cleveland, Ohio	$5.42M	-$257K	5	0.03%	Reduced
430	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$5.42M	-$278K	5	0.1%	Reduced
431	Twin Tree Management Dallas, Texas	$5.41M	+$3.08M	2	0.05%	Increased
432	CS Comerica Securities Detroit, Michigan	$5.41M	+$2.09M	2	1.33%	Increased
433	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$5.4M	-$6.32M	1	0.06%	Reduced
434	ECM Endurant Capital Management San Mateo, California	$5.39M	+$293K	1	2.23%	Increased
435	CCG Cypress Capital Group Palm Beach, Florida	$5.35M	-$246K	2	1.27%	Reduced
436	MCG Meru Capital Group New York	$5.3M	+$4.94M	1	1.48%	New
437	Candriam SCA Strassen, Luxembourg, Luxembourg	$5.3M	-$107K	3	0.12%	Reduced
438	PGIM Pacific Global Investment Management Glendale, California	$5.25M	+$1.63M	3	1.07%	Increased
439	USS Investment Management London, United Kingdom	$5.2M	-$416K	1	0.08%	Reduced
440	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$5.2M	-$1.87M	3	0.06%	Reduced
441	CEP Chicago Equity Partners Chicago, Illinois	$5.13M	-$2.5M	4	0.14%	Reduced
442	WAM World Asset Management Detroit, Michigan	$5M	-$791K	5	0.19%	Reduced
443	BlueCrest Capital Management St Helier, Jersey	$4.99M	-$2.49M	2	0.27%	Reduced
444	FVCM F&V Capital Management Boca Raton, Florida	$4.99M	-$1.31M	1	3.14%	Reduced
445	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$4.97M	+$3.47M	5	0.01%	Increased
446	MFAM Motley Fool Asset Management Alexandria, Virginia	$4.96M	+$4.9M	1	1.1%	New
447	Oppenheimer & Co New York	$4.94M	+$338K	7	0.14%	Increased
448	Bessemer Group Woodbridge, New Jersey	$4.93M	+$364K	9	0.02%	Increased
449	MA Marshwinds Advisory St Simons Island, Georgia	$4.89M	-$9.95K	4	2.33%	Reduced
450	CCM Cadence Capital Management Boston, Massachusetts	$4.85M	+$720K	3	0.34%	Increased