← 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	Mirae Asset Global Investments Seoul, South Korea	$6.62M	+$520K	6	0.04%	Increased
427	Mercer Global Advisors Denver, Colorado	$6.62M	+$1.67M	4	0.12%	Increased
428	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$6.6M	+$6.22M	2	0.05%	New
429	ETrade Capital Management Arlington, Virginia	$6.54M	-$318K	6	0.14%	Reduced
430	S Seeyond Paris, France	$6.53M	+$1.15M	4	0.74%	Increased
431	IM Islet Management New York	$6.53M	-$2.36M	1	0.74%	Reduced
432	KOCAA Knights of Columbus Asset Advisors New Haven, Connecticut	$6.5M	-$2.71M	1	0.8%	Reduced
433	North Star Asset Management Neenah, Wisconsin	$6.39M	+$294K	1	0.51%	Increased
434	Great Lakes Advisors Chicago, Illinois	$6.3M	+$139K	2	0.15%	Increased
435	Capital Fund Management (CFM) Paris, France	$6.28M	-$9.6M	3	0.1%	Reduced
436	Manning & Napier Group Fairport, New York	$6.26M	+$109K	1	0.07%	Increased
437	Advisors Asset Management Monument, Colorado	$6.24M	+$556K	5	0.12%	Increased
438	AGAM Avalon Global Asset Management San Francisco, California	$6.24M	$0	1	2.03%	Maintained
439	Zacks Investment Management Chicago, Illinois	$6.2M	+$2.72M	4	0.14%	Increased
440	CIBC World Markets New York	$6.16M	+$1.37M	4	0.07%	Increased
441	PEAK6 Investments Chicago, Illinois	$6.15M	-$6.73M	5	0.02%	Reduced
442	Amalgamated Bank New York	$6.11M	-$5.13M	8	0.28%	Reduced
443	PC Pier Capital Stamford, Connecticut	$6.02M	-$2.82M	1	0.96%	Reduced
444	BL BCWM LLC Overland Park, Kansas	$6.01M	+$54.1K	1	2.15%	Increased
445	HCM Huber Capital Management El Segundo, California	$6M	-$2.21M	2	1.23%	Reduced
446	Vident Investment Advisory Alpharetta, Georgia	$5.96M	+$901K	4	0.31%	Increased
447	SAM Shell Asset Management The Hague, Netherlands	$5.96M	-$1.31M	6	0.15%	Reduced
448	KeyBank National Association Cleveland, Ohio	$5.91M	+$24.5K	3	0.03%	Increased
449	IP Isthmus Partners Madison, Wisconsin	$5.89M	+$98.7K	1	1.45%	Increased
450	SAM Securian Asset Management St Paul, Minnesota	$5.83M	-$346K	6	0.15%	Reduced