← 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	NAM NorthCrest Asset Manangement Plymouth, Minnesota	$11.3M	-$53K	2	0.45%	Reduced
427	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$11.3M	-$963K	5	0.11%	Reduced
428	Hantz Financial Services Southfield, Michigan	$11.2M	+$39.7K	4	0.28%	Increased
429	Centiva Capital New York	$11.2M	+$6.39M	10	0.25%	Increased
430	HAIM Hunter Associates Investment Management Pittsburgh, Pennsylvania	$11M	-$367K	2	2.16%	Reduced
431	HAM Harber Asset Management Asheville, North Carolina	$10.8M	-$995K	1	2.88%	Reduced
432	MIIM Mesirow Institutional Investment Management Chicago, Illinois	$10.8M	+$8.27M	1	1.11%	Increased
433	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$10.7M	-$6.67M	1	0.58%	Reduced
434	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$10.7M	-$1.69M	2	0.39%	Reduced
435	NCGI Next Century Growth Investors Plymouth, Minnesota	$10.7M	+$568K	1	1.03%	Increased
436	NHAS Novo Holdings A/S Hellerup, Denmark	$10.6M	-$7.86M	1	0.82%	Reduced
437	ING Group Amsterdam, Netherlands	$10.4M	-$2.13M	3	0.08%	Reduced
438	Gateway Investment Advisers Cincinnati, Ohio	$10.4M	-$9.08K	4	0.12%	Reduced
439	Luther King Capital Management (LKCM) Fort Worth, Texas	$10.4M	+$519K	3	0.05%	Increased
440	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$10.3M	+$387K	11	0.23%	Increased
441	PCM Pinnbrook Capital Management New York	$10.1M	+$3.38M	1	3.59%	Increased
442	TD Waterhouse Canada Toronto, Ontario, Canada	$10M	+$509K	8	0.1%	Increased
443	Axiom Investors Greenwich, Connecticut	$10M	-$1.22M	1	0.15%	Reduced
444	MGAM McGowan Group Asset Management Dallas, Texas	$9.88M	+$10.1M	1	1.54%	New
445	PMEF Point72 Middle East FZE Dubai, United Arab Emirates	$9.87M	+$7.95M	7	0.27%	Increased
446	PE Point72 Europe London, United Kingdom	$9.87M	+$9.38M	3	1.29%	New
447	TAIM Te Ahumairangi Investment Management Wellington, New Zealand	$9.77M	-$1.37M	1	1.33%	Reduced
448	ORI Oak Ridge Investments Chicago, Illinois	$9.71M	-$702K	1	1.2%	Reduced
449	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$9.7M	+$4.64M	8	0.05%	Increased
450	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$9.5M	-$384K	1	1.15%	Reduced