← 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	CC Cannell Capital Alta, Wyoming	$6.38M	+$379K	1	2.05%	Increased
427	RHJA Rice Hall James & Associates San Diego, California	$6.33M	+$886K	2	0.25%	Increased
428	Nissay Asset Management Tokyo, Japan	$6.32M	-$156K	3	0.2%	Reduced
429	Ingalls & Snyder LLC New York	$6.31M	-$33.3K	1	0.31%	Reduced
430	M&T Bank Buffalo, New York	$6.31M	+$1.07M	9	0.03%	Increased
431	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$6.29M	+$194K	7	0.31%	Increased
432	ANI American National Insurance Galveston, Texas	$6.25M	$0	1	0.32%	Maintained
433	EF Exeter Financial Scottsdale, Arizona	$6.24M	-$29.5K	2	5.35%	Reduced
434	Achmea Investment Management Zeist, Netherlands	$6.23M	-$474K	3	0.21%	Reduced
435	CCM Copernicus Capital Management San Francisco, California	$6.21M	-$3.43M	1	4.95%	Reduced
436	New Mexico Educational Retirement Board Santa Fe, New Mexico	$6.2M	-$118K	5	0.24%	Reduced
437	Capstone Investment Advisors New York	$6.18M	+$5.36M	1	0.12%	Increased
438	EI EAM Investors Solana Beach, California	$6.17M	-$1.09M	2	1.03%	Reduced
439	MN Services Vermogensbeheer The Hague, Netherlands	$6.07M	-$151K	3	0.16%	Reduced
440	Lord, Abbett & Co Jersey City, New Jersey	$6.01M	+$5.85M	1	0.02%	New
441	Meag Munich Ergo Munich, Germany	$6M	+$2.05M	2	0.24%	Increased
442	IGGA Iron Gate Global Advisors Nsl, Utah	$5.99M	+$759K	1	4.54%	Increased
443	3C 361 Capital Denver, Colorado	$5.97M	+$1.21M	3	1.48%	Increased
444	SRAM Stone Ridge Asset Management New York	$5.96M	-$30.6K	7	0.35%	Reduced
445	STRS Ohio Columbus, Ohio	$5.96M	+$429K	4	0.03%	Increased
446	ExxonMobil Investment Management Irving, Texas	$5.89M	-$329K	3	0.17%	Reduced
447	Lazard Asset Management New York	$5.85M	+$5.2M	4	0.01%	Increased
448	AFS Amtrust Financial Services New York	$5.72M	-$1.41M	1	3.69%	Reduced
449	LCM Landscape Capital Management Englewood, New Jersey	$5.66M	-$2.5M	2	0.4%	Reduced
450	WSCM Wellington Shields Capital Management New York	$5.63M	$0	2	0.85%	Maintained