← 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	LOAMU Lombard Odier Asset Management (USA) New York	$6.58M	-$8.84M	1	0.43%	Reduced
427	Nissay Asset Management Tokyo, Japan	$6.57M	-$791K	4	0.11%	Reduced
428	Manning & Napier Group Fairport, New York	$6.47M	+$127K	1	0.07%	Increased
429	WC Winmill & Co Walpole, New Hampshire	$6.44M	$0	1	2.64%	Maintained
430	JCM JS Capital Management New York	$6.25M	-$19.3M	2	0.32%	Reduced
431	Advisors Asset Management Monument, Colorado	$6.24M	-$210K	6	0.12%	Reduced
432	MassMutual Private Wealth & Trust Windsor, Connecticut	$6.23M	-$2.22M	3	0.36%	Reduced
433	IP Isthmus Partners Madison, Wisconsin	$6.2M	+$92.2K	1	1.45%	Increased
434	BL BCWM LLC Overland Park, Kansas	$6.16M	+$55.4K	1	2.09%	Increased
435	Fisher Asset Management Camas, Washington	$6.15M	-$1.66K	1	0.01%	Reduced
436	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$6.13M	-$312K	4	0.21%	Reduced
437	Amalgamated Bank New York	$6.06M	-$208K	8	0.26%	Reduced
438	KeyBank National Association Cleveland, Ohio	$6.02M	+$113K	4	0.03%	Increased
439	RCMC RK Capital Management (Colorado) Denver, Colorado	$5.95M	+$5.73M	1	1.69%	New
440	Wolverine Trading Chicago, Illinois	$5.93M	+$1.25M	5	0.01%	Increased
441	North Star Asset Management Neenah, Wisconsin	$5.91M	+$220K	1	0.44%	Increased
442	Trexquant Investment Stamford, Connecticut	$5.71M	-$9.4M	5	0.37%	Reduced
443	B BP London, United Kingdom	$5.63M	-$1.28M	4	0.14%	Reduced
444	PFC Phocas Financial Corp Alameda, California	$5.63M	-$5.32M	1	0.05%	Reduced
445	Sowell Financial Services North Little Rock, Arkansas	$5.62M	+$929K	8	0.28%	Increased
446	Cambiar Investors Denver, Colorado	$5.6M	+$5.41M	1	0.26%	New
447	LCM Landscape Capital Management Englewood, New Jersey	$5.54M	-$20.6M	4	1.01%	Reduced
448	SAM Securian Asset Management St Paul, Minnesota	$5.5M	-$118K	6	0.13%	Reduced
449	TNA True North Advisors Dallas, Texas	$5.5M	-$11.1M	1	1.61%	Reduced
450	Kennedy Capital Management St Louis, Missouri	$5.48M	-$7.52M	1	0.16%	Reduced