← 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	SAM Serengeti Asset Management New York	$6.98M	-$14.2M	1	1.4%	Reduced
427	Tocqueville Asset Management New York	$6.96M	-$3.2M	2	0.09%	Reduced
428	Cambridge Investment Research Advisors Fairfield, Iowa	$6.89M	+$1.43M	6	0.07%	Increased
429	RAM RWC Asset Management London, United Kingdom	$6.85M	-$7.98M	1	0.34%	Reduced
430	OCM Osterweis Capital Management San Francisco, California	$6.83M	+$2.95M	1	0.44%	Increased
431	KeyBank National Association Cleveland, Ohio	$6.78M	+$2.33M	4	0.04%	Increased
432	Oppenheimer & Co New York	$6.73M	-$420K	5	0.18%	Reduced
433	LG LaFleur & Godfrey Grand Rapids, Michigan	$6.69M	-$206K	1	1.67%	Reduced
434	TCW Group Los Angeles, California	$6.6M	+$265K	1	0.05%	Increased
435	ANI American National Insurance Galveston, Texas	$6.59M	$0	1	0.33%	Maintained
436	SCA Secor Capital Advisors New York	$6.54M	-$1.34M	2	0.56%	Reduced
437	FA Friess Associates Greenville, Delaware	$6.5M	+$5.12M	2	0.51%	New
438	CNB Camden National Bank Camden, Maine	$6.47M	+$21K	1	1.71%	Increased
439	Segall Bryant & Hamill Chicago, Illinois	$6.44M	+$2.75M	3	0.1%	Increased
440	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$6.43M	-$1.29M	7	0.34%	Reduced
441	AFS Amtrust Financial Services New York	$6.35M	-$369K	1	4.51%	Reduced
442	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$6.33M	-$11M	5	0.2%	Reduced
443	LG Leuthold Group Minneapolis, Minnesota	$6.33M	-$683K	1	0.7%	Reduced
444	HVIA Hudson Valley Investment Advisors Goshen, New York	$6.32M	+$132K	1	1.55%	Increased
445	M&T Bank Buffalo, New York	$6.29M	-$170K	9	0.03%	Reduced
446	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$6.21M	-$34.3K	6	0.28%	Reduced
447	MN Services Vermogensbeheer The Hague, Netherlands	$6.18M	$0	3	0.16%	Maintained
448	CCM Chickasaw Capital Management Memphis, Tennessee	$6.11M	-$275K	1	0.13%	Reduced
449	New Mexico Educational Retirement Board Santa Fe, New Mexico	$6.11M	-$573K	5	0.24%	Reduced
450	Pacer Advisors Malvern, Pennsylvania	$6.09M	+$1.6M	6	0.28%	Increased