← 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	Regions Financial Corp Birmingham, Alabama	$5.26M	-$180K	3	0.06%	Reduced
427	Brandes Investment Partners La Jolla, California	$5.22M	+$4.13M	2	0.08%	Increased
428	KeyBank National Association Cleveland, Ohio	$5.16M	-$278K	4	0.03%	Reduced
429	Wolverine Trading Chicago, Illinois	$5.15M	+$1.63M	7	0.02%	Increased
430	AL Airain Ltd St. Peter Port, Guernsey	$5.14M	+$3.81M	4	0.23%	Increased
431	Maverick Capital Dallas, Texas	$5.13M	+$3.54M	2	0.06%	Increased
432	Mitsubishi UFJ Asset Management Tokyo, Japan	$5.13M	-$1.8M	3	0.13%	Reduced
433	NN Investment Partners Holdings The Hague, Netherlands	$5.1M	-$32.5M	4	0.05%	Reduced
434	Candriam SCA Strassen, Luxembourg, Luxembourg	$5.08M	-$379K	3	0.1%	Reduced
435	ICM Ionic Capital Management New York	$5.05M	+$561K	1	0.27%	Increased
436	CG Clinton Group New York	$5M	-$8.89M	2	0.51%	Reduced
437	SAM Securian Asset Management St Paul, Minnesota	$4.96M	-$56.6K	6	0.13%	Reduced
438	CAM Cortina Asset Management Milwaukee, Wisconsin	$4.95M	-$124K	1	0.21%	Reduced
439	People's United Financial Bridgeport, Connecticut	$4.89M	-$308K	6	0.17%	Reduced
440	Zurich Insurance Group Zurich, Switzerland	$4.88M	-$2.06M	4	0.14%	Reduced
441	IAM Impax Asset Management Portsmouth, New Hampshire	$4.85M	$0	2	0.27%	Maintained
442	Cambridge Investment Research Advisors Fairfield, Iowa	$4.82M	-$240K	5	0.07%	Reduced
443	HT HAP Trading New York	$4.79M	-$5.41M	2	0.26%	Reduced
444	CCG Cypress Capital Group Palm Beach, Florida	$4.77M	-$87.2K	2	1.06%	Reduced
445	CIBC World Markets New York	$4.73M	-$1.32M	2	0.05%	Reduced
446	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$4.72M	+$1.87M	6	0.69%	Increased
447	ExxonMobil Investment Management Irving, Texas	$4.71M	-$860K	2	0.12%	Reduced
448	FVCM F&V Capital Management Boca Raton, Florida	$4.69M	+$34.9K	1	2.66%	Increased
449	ARM Adirondack Research & Management Guilderland, New York	$4.67M	+$894K	1	1.82%	Increased
450	Swiss Life Asset Management Zurich,	$4.64M	+$1.75M	3	0.12%	Increased