← 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	RCC Red Cedar Capital Omaha, Nebraska	$6.47M	-$3.88K	2	4.93%	Reduced
427	CCP Clough Capital Partners Boston, Massachusetts	$6.42M	+$1.69M	1	0.55%	Increased
428	ETrade Capital Management Arlington, Virginia	$6.42M	-$219K	5	0.14%	Reduced
429	FIG Fortress Investment Group New York	$6.39M	$0	1	0.74%	Maintained
430	Soros Fund Management New York	$6.39M	+$5.88M	1	0.21%	New
431	Creative Planning Overland Park, Kansas	$6.37M	-$39.1K	6	0.02%	Reduced
432	SCM Symons Capital Management Pittsburgh, Pennsylvania	$6.31M	-$685K	3	3.27%	Reduced
433	SCM Steadfast Capital Management New York	$6.29M	+$5.89M	1	0.07%	New
434	Dai-ichi Life Insurance Company Tokyo, Japan	$6.28M	+$3.61M	3	0.14%	Increased
435	B BP London, United Kingdom	$6.27M	+$80.5K	4	0.21%	Increased
436	Candriam SCA Strassen, Luxembourg, Luxembourg	$6.25M	-$8.83M	4	0.07%	Reduced
437	KeyBank National Association Cleveland, Ohio	$6.24M	+$761K	3	0.03%	Increased
438	D.A. Davidson & Co Great Falls, Montana	$6.15M	+$1.22M	3	0.1%	Increased
439	FNT First Nebraska Trust Lincoln, Nebraska	$6.12M	-$91.5K	2	0.99%	Reduced
440	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$6.12M	-$72.9K	3	0.41%	Reduced
441	People's United Financial Bridgeport, Connecticut	$6.1M	+$1.72M	1	0.17%	Increased
442	SNB Security National Bank Omaha, Nebraska	$6.08M	-$33.4K	1	2.71%	Reduced
443	SAM Securian Asset Management St Paul, Minnesota	$6.06M	-$238K	6	0.13%	Reduced
444	CC Cognios Capital Leawood, Kansas	$6.04M	-$239K	3	2.13%	Reduced
445	Swiss Life Asset Management Zurich,	$6.03M	+$4.26M	3	0.11%	Increased
446	IFM Investors Melbourne, Australia	$6.01M	-$337K	4	0.21%	Reduced
447	Ladenburg Thalmann Financial Services Miami, Florida	$5.99M	+$346K	13	0.04%	Increased
448	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$5.97M	-$16.9M	2	0.04%	Reduced
449	AGAM Avalon Global Asset Management San Francisco, California	$5.92M	+$1.14M	1	1.28%	Increased
450	FC FORA Capital Miami, Florida	$5.91M	+$5.25M	7	0.6%	New