← 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
451	KA Kerrisdale Advisers Miami, Florida	$3.67M	-$10.3M	2	1.7%	Reduced
452	SAM Sentinel Asset Management Montpelier, Vermont	$3.67M	+$326K	1	0.08%	Increased
453	GIM Goelzer Investment Management Carmel, Indiana	$3.64M	-$5.93M	1	0.74%	Reduced
454	Group One Trading Chicago, Illinois	$3.63M	+$724K	7	0.07%	Increased
455	FA FDx Advisors Chicago, Illinois	$3.6M	+$156K	2	0.42%	Increased
456	SAM Securian Asset Management St Paul, Minnesota	$3.58M	+$62.7K	5	0.14%	Increased
457	KIG Kovitz Investment Group Chicago, Illinois	$3.57M	+$3.85M	1	0.17%	New
458	Everett Harris & Co Los Angeles, California	$3.54M	+$3.56M	1	0.14%	New
459	KAM Keeley Asset Management Chicago, Illinois	$3.51M	+$618K	4	0.06%	Increased
460	Farmers & Merchants Investments Inc Lincoln, Nebraska	$3.51M	+$20.4K	2	0.56%	Increased
461	Ferguson Wellman Capital Management Portland, Oregon	$3.49M	+$2.41M	3	0.17%	Increased
462	AF Ally Financial Detroit, Michigan	$3.49M	+$3.99M	1	0.38%	New
463	KCM Kingdon Capital Management New York	$3.49M	+$3.09M	1	0.17%	New
464	NCCM Nine Chapters Capital Management Short Hills, New Jersey	$3.48M	-$3.44M	2	0.41%	Reduced
465	Jacobs Levy Equity Management Florham Park, New Jersey	$3.46M	+$431K	2	0.06%	Increased
466	NG NatWest Group Edinburgh, Scotland, United Kingdom	$3.42M	-$3.73M	5	0.1%	Reduced
467	GW&K Investment Management Boston, Massachusetts	$3.38M	+$128K	1	0.1%	Increased
468	BB&T Securities Richmond, Virginia	$3.36M	+$2M	4	0.1%	Increased
469	PCP Perimeter Capital Partners Atlanta, Georgia	$3.35M	+$292K	2	0.62%	Increased
470	GHAM Gilman Hill Asset Management New Canaan, Connecticut	$3.3M	+$732K	1	2.38%	Increased
471	CIM Calvert Investment Management Bethesda, Maryland	$3.14M	+$687	2	0.39%	Increased
472	CD Carl Domino West Palm Beach, Florida	$3.11M	-$502K	1	1.76%	Reduced
473	PCM Prelude Capital Management New York	$3.06M	-$476K	7	0.49%	Reduced
474	FNT First Nebraska Trust Lincoln, Nebraska	$3M	+$10.4K	1	1.04%	Increased
475	HighTower Advisors Chicago, Illinois	$2.98M	-$470K	3	0.07%	Reduced