← 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	Tudor Investment Corp Stamford, Connecticut	$3.59M	+$481K	4	0.15%	Increased
452	FBP Flippin Bruce & Porter Lynchburg, Virginia	$3.59M	+$1.04M	1	1.14%	Increased
453	GW&K Investment Management Boston, Massachusetts	$3.59M	+$308K	1	0.1%	Increased
454	SAM Securian Asset Management St Paul, Minnesota	$3.58M	+$1.09K	5	0.13%	Increased
455	Jane Street New York	$3.58M	-$2.02M	5	0.04%	Reduced
456	MIM Midwest Investment Management Cleveland, Ohio	$3.55M	+$939K	1	2.66%	Increased
457	Marshall Wace London, United Kingdom	$3.51M	+$3.52M	1	0.06%	New
458	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$3.49M	+$153K	6	0.27%	Increased
459	Great Lakes Advisors Chicago, Illinois	$3.46M	+$1.55M	1	0.15%	Increased
460	Ingalls & Snyder LLC New York	$3.44M	+$992K	2	0.18%	Increased
461	AGC Angelo Gordon & Co New York	$3.44M	+$3.96M	1	0.31%	New
462	Farmers & Merchants Investments Inc Lincoln, Nebraska	$3.38M	-$257K	2	0.47%	Reduced
463	GHAM Gilman Hill Asset Management New Canaan, Connecticut	$3.34M	-$11.1K	1	1.97%	Reduced
464	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$3.33M	+$2.3K	2	0.26%	Increased
465	HCM Hollencrest Capital Management Newport Beach, California	$3.32M	-$33K	1	0.49%	Reduced
466	New Mexico Educational Retirement Board Santa Fe, New Mexico	$3.3M	+$3.23M	2	0.14%	New
467	Tocqueville Asset Management New York	$3.24M	-$4.12M	3	0.04%	Reduced
468	MP Manifold Partners San Francisco, California	$3.24M	-$1.33K	1	2.15%	Reduced
469	Bank of Nova Scotia Toronto, Ontario, Canada	$3.21M	-$1.43M	1	0.01%	Reduced
470	Catalyst Capital Advisors Huntington, New York	$3.21M	+$3.13M	2	0.73%	Increased
471	SIM Sentry Investment Management Stevens Point, Wisconsin	$3.2M	-$113K	2	0.17%	Reduced
472	WAM Westport Asset Management Southport, Connecticut	$3.13M	$0	1	1.07%	Maintained
473	SAM Sentinel Asset Management Montpelier, Vermont	$3.1M	+$101K	1	0.06%	Increased
474	QCMC Quantum Capital Management (California) San Francisco, California	$3.06M	+$132K	1	0.5%	Increased
475	CONA Capital One National Association New York	$3.04M	-$3.94M	4	0.29%	Reduced