← 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	HAIM Hunter Associates Investment Management Pittsburgh, Pennsylvania	$11.4M	-$878K	2	2.44%	Reduced
427	Oppenheimer Asset Management New York	$11.3M	+$819K	8	0.17%	Increased
428	Commerce Bank Kansas City, Missouri	$11.2M	-$562K	6	0.09%	Reduced
429	CCM Cinctive Capital Management New York	$11.2M	+$4.01M	3	0.37%	Increased
430	NAM NorthCrest Asset Manangement Plymouth, Minnesota	$11.2M	-$6.21K	2	0.47%	Reduced
431	Hantz Financial Services Southfield, Michigan	$11.2M	-$168K	6	0.31%	Reduced
432	Great Lakes Advisors Chicago, Illinois	$11M	+$13.1M	3	0.1%	Increased
433	NA Navellier & Associates Reno, Nevada	$10.9M	+$3.79M	2	2.3%	Increased
434	Epoch Investment Partners New York	$10.9M	+$2.38M	1	0.06%	Increased
435	WBC Westpac Banking Corp Sydney, Australia	$10.8M	-$1.77M	5	0.15%	Reduced
436	HAM Harber Asset Management Asheville, North Carolina	$10.8M	-$9.24M	1	2.91%	Reduced
437	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$10.7M	-$939K	4	0.13%	Reduced
438	SI Sapience Investments Newport Beach, California	$10.5M	-$781K	2	2.43%	Reduced
439	JGC J. Goldman & Co New York	$10.2M	+$3.74M	2	0.41%	Increased
440	JP Morgan Private Wealth Advisors San Francisco, California	$10.1M	-$1.81M	7	0.02%	Reduced
441	Winton Group London, United Kingdom	$9.98M	+$1.35M	8	0.61%	Increased
442	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$9.92M	-$183K	11	0.25%	Reduced
443	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$9.9M	-$1.48M	2	0.23%	Reduced
444	CC Cipher Capital New York	$9.85M	+$4.01M	7	1.82%	Increased
445	TC Trium Capital London, United Kingdom	$9.84M	+$9.5M	1	3.41%	Increased
446	Nomura Holdings Tokyo, Japan	$9.79M	+$9.18M	4	0.03%	Increased
447	Cambiar Investors Denver, Colorado	$9.78M	-$1.15M	1	0.42%	Reduced
448	ZCM Ziegler Capital Management Chicago, Illinois	$9.64M	-$2.69M	5	0.38%	Reduced
449	Gotham Asset Management New York	$9.63M	+$179K	6	0.23%	Increased
450	KTA Keeley-Teton Advisors Chicago, Illinois	$9.58M	-$881K	3	1.18%	Reduced