← 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	MHP Manatuck Hill Partners Westport, Connecticut	$4.91M	+$1.18M	2	2.4%	Increased
427	CC Cognios Capital Leawood, Kansas	$4.88M	-$370K	2	1.98%	Reduced
428	Ingalls & Snyder LLC New York	$4.88M	+$498	1	0.25%	Increased
429	STRS Ohio Columbus, Ohio	$4.88M	-$1.41M	5	0.02%	Reduced
430	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$4.83M	-$4.62M	7	0.26%	Reduced
431	People's United Financial Bridgeport, Connecticut	$4.75M	-$26.3K	2	0.16%	Reduced
432	FA FDx Advisors Chicago, Illinois	$4.73M	+$1.17M	4	0.13%	Increased
433	GCP GSA Capital Partners London, United Kingdom	$4.72M	-$4.27M	4	0.32%	Reduced
434	CCG Cypress Capital Group Palm Beach, Florida	$4.7M	+$72.9K	2	1%	Increased
435	RHFI Reilly Herbert Faulkner III	$4.7M	-$16.3K	1	2.85%	Reduced
436	Marshall Wace London, United Kingdom	$4.69M	+$936K	3	0.22%	Increased
437	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$4.69M	-$1.78M	6	0.22%	Reduced
438	IGGA Iron Gate Global Advisors Nsl, Utah	$4.68M	+$554K	1	4.37%	Increased
439	GS GAM Systematic Cambridge, United Kingdom	$4.62M	+$1.14M	3	0.66%	Increased
440	SAM Securian Asset Management St Paul, Minnesota	$4.61M	-$206K	6	0.12%	Reduced
441	Fifth Third Bancorp Cincinnati, Ohio	$4.6M	+$98.1K	6	0.03%	Increased
442	Seizert Capital Partners Birmingham, Michigan	$4.59M	-$390K	1	0.17%	Reduced
443	EI EAM Investors Solana Beach, California	$4.58M	-$3.77M	2	0.61%	Reduced
444	Weiss Multi-Strategy Advisers New York	$4.51M	+$4.55M	1	0.17%	New
445	Xact Kapitalforvaltning Stockholm, Sweden	$4.51M	+$259K	3	0.13%	Increased
446	PGIM Pacific Global Investment Management Glendale, California	$4.5M	-$1.83M	3	1.02%	Reduced
447	Candriam SCA Strassen, Luxembourg, Luxembourg	$4.48M	-$332K	3	0.08%	Reduced
448	CC Cannell & Co New York	$4.47M	-$922K	1	0.16%	Reduced
449	MA Marshwinds Advisory St Simons Island, Georgia	$4.45M	-$70.9K	4	2.07%	Reduced
450	KeyBank National Association Cleveland, Ohio	$4.42M	-$614K	4	0.03%	Reduced