← 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	Channing Capital Management Chicago, Illinois	$10.4M	+$1.22M	1	0.31%	Increased
427	Luther King Capital Management (LKCM) Fort Worth, Texas	$10.4M	-$569K	2	0.05%	Reduced
428	London & Capital Asset Management London, United Kingdom	$10.4M	+$8.88M	1	0.87%	New
429	ICM Invenomic Capital Management Boston, Massachusetts	$10.4M	+$10.1M	1	0.47%	New
430	CIBC Asset Management Toronto, Ontario, Canada	$10.3M	-$579K	5	0.04%	Reduced
431	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$10.3M	-$1.56M	1	0.55%	Reduced
432	GTS Securities Miami, Florida	$10.2M	+$6.29M	6	0.02%	Increased
433	GSCM Greenfield Seitz Capital Management Dallas, Texas	$10.2M	+$9.08M	1	4.05%	New
434	UniSuper Management Melbourne, Victoria, Australia	$10.2M	+$414K	5	0.11%	Increased
435	Quadrature Capital London, United Kingdom	$10.1M	-$49.2M	2	0.18%	Reduced
436	DTL Dynamic Technology Lab Singapore	$10M	+$3.81M	7	1.06%	Increased
437	Gateway Investment Advisers Cincinnati, Ohio	$9.94M	-$236K	3	0.12%	Reduced
438	Ethic Inc New York	$9.93M	+$1.82M	5	0.29%	Increased
439	ORI Oak Ridge Investments Chicago, Illinois	$9.86M	-$335K	2	1.13%	Reduced
440	Congress Wealth Management Boston, Massachusetts	$9.77M	-$316K	1	0.18%	Reduced
441	KTA Keeley-Teton Advisors Chicago, Illinois	$9.74M	+$2.71M	4	1.26%	Increased
442	SCM Solas Capital Management Darien, Connecticut	$9.69M	+$8.3M	1	6.01%	New
443	FVCM F&V Capital Management Boca Raton, Florida	$9.54M	-$46K	1	3.06%	Reduced
444	CAM Centre Asset Management New York	$9.54M	+$9.33M	1	2.3%	New
445	D.A. Davidson & Co Great Falls, Montana	$9.51M	+$912K	4	0.09%	Increased
446	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$9.47M	-$52.8K	1	1.09%	Reduced
447	AAP Ardsley Advisory Partners Stamford, Connecticut	$9.42M	+$482K	1	1.45%	Increased
448	NAM NorthCrest Asset Manangement Plymouth, Minnesota	$9.35M	+$108K	2	0.35%	Increased
449	Brown Advisory Baltimore, Maryland	$9.21M	+$1.28M	6	0.01%	Increased
450	Zacks Investment Management Chicago, Illinois	$9.03M	-$6.33M	5	0.11%	Reduced