← 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	AGAM Avalon Global Asset Management San Francisco, California	$8.89M	$0	1	1.48%	Maintained
427	MLM Mount Lucas Management Newtown, Pennsylvania	$8.85M	+$1.23M	2	2.35%	Increased
428	Madison Asset Management Madison, Wisconsin	$8.77M	+$858K	1	0.12%	Increased
429	Bragg Financial Advisors Charlotte, North Carolina	$8.72M	$0	1	0.56%	Maintained
430	Natixis Paris, France	$8.62M	-$3.15M	4	0.04%	Reduced
431	Wolverine Trading Chicago, Illinois	$8.57M	+$2.37M	10	0.01%	Increased
432	WCF West Coast Financial Santa Barbara, California	$8.55M	+$43.5K	1	1.39%	Increased
433	Picton Mahoney Asset Management Toronto, Ontario, Canada	$8.51M	+$8.45M	1	0.25%	New
434	Heritage Wealth Advisors Richmond, Virginia	$8.5M	$0	3	0.52%	Maintained
435	CCM Chickasaw Capital Management Memphis, Tennessee	$8.47M	$0	1	0.38%	Maintained
436	Illinois Municipal Retirement Fund Oak Brook, Illinois	$8.4M	-$250K	4	0.34%	Reduced
437	USS Investment Management London, United Kingdom	$8.39M	+$378K	4	0.07%	Increased
438	NC Nixon Capital Austin, Texas	$8.38M	+$444K	1	3.68%	Increased
439	Zacks Investment Management Chicago, Illinois	$8.32M	-$3.52M	4	0.13%	Reduced
440	TA Tamarack Advisers Carlsbad, California	$8.22M	+$8.55M	1	2.33%	New
441	SCM Sio Capital Management New York	$8.16M	+$304K	1	2.03%	Increased
442	Dai-ichi Life Insurance Company Tokyo, Japan	$8.15M	-$209K	2	0.1%	Reduced
443	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$8.13M	-$236K	5	0.2%	Reduced
444	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$8.1M	-$169K	6	0.08%	Reduced
445	PEAK6 Investments Chicago, Illinois	$8.09M	-$1.63M	9	0.02%	Reduced
446	Advisors Asset Management Monument, Colorado	$8.08M	-$928K	5	0.11%	Reduced
447	Artemis Investment Management Edinburgh, United Kingdom	$8.05M	+$7.99M	1	0.07%	New
448	Qube Research & Technologies (QRT) London, United Kingdom	$8M	-$19.1M	7	0.09%	Reduced
449	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$7.98M	+$13.7K	7	0.19%	Increased
450	TNA True North Advisors Dallas, Texas	$7.91M	$0	1	1.65%	Maintained