← 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	Natixis Advisors Boston, Massachusetts	$5.89M	-$4.24M	4	0.06%	Reduced
427	IGGA Iron Gate Global Advisors Nsl, Utah	$5.81M	+$95.6K	1	4.92%	Increased
428	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$5.79M	+$416K	7	0.29%	Increased
429	RSCM Rock Springs Capital Management Baltimore, Maryland	$5.79M	+$4.93M	1	0.26%	New
430	SRAM Stone Ridge Asset Management New York	$5.78M	+$5.67M	8	0.36%	New
431	CCM Conatus Capital Management Greenwich, Connecticut	$5.78M	-$33.8M	1	6.26%	Reduced
432	GC Greenlight Capital New York	$5.76M	+$5.92M	1	0.1%	New
433	WSCM Wellington Shields Capital Management New York	$5.64M	-$178K	2	0.88%	Reduced
434	Oppenheimer Asset Management New York	$5.61M	-$123K	2	0.15%	Reduced
435	Regions Financial Corp Birmingham, Alabama	$5.6M	-$32.6K	7	0.06%	Reduced
436	ARM Adirondack Research & Management Guilderland, New York	$5.52M	+$2.23M	1	2.17%	Increased
437	B BP London, United Kingdom	$5.49M	-$653K	4	0.19%	Reduced
438	CC Cognios Capital Leawood, Kansas	$5.48M	-$126K	4	2.07%	Reduced
439	CIBC World Market Toronto, Ontario, Canada	$5.46M	-$1.21M	2	0.02%	Reduced
440	CC Cannell & Co New York	$5.45M	+$4.62K	1	0.19%	Increased
441	EI EAM Investors Solana Beach, California	$5.44M	+$333K	2	0.97%	Increased
442	AAM Auxier Asset Management Aurora, Oregon	$5.41M	-$402K	3	1.04%	Reduced
443	BB&T Securities Richmond, Virginia	$5.39M	-$551K	4	0.07%	Reduced
444	HL Financial Services Louisville, Kentucky	$5.22M	+$4.12M	3	0.1%	Increased
445	Driehaus Capital Management Chicago, Illinois	$5.16M	+$3.54M	2	0.2%	Increased
446	STRS Ohio Columbus, Ohio	$5.15M	-$405K	4	0.02%	Reduced
447	SAM Securian Asset Management St Paul, Minnesota	$5.11M	-$56.6K	6	0.13%	Reduced
448	MN Services Vermogensbeheer The Hague, Netherlands	$5.09M	-$302K	3	0.16%	Reduced
449	CCG Cypress Capital Group Palm Beach, Florida	$5.07M	-$264K	2	1.05%	Reduced
450	BlueCrest Capital Management St Helier, Jersey	$5.04M	+$3.78M	4	0.14%	Increased