← 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	MIM Midwest Investment Management Cleveland, Ohio	$3.74M	-$1.35K	1	3.02%	Reduced
452	CC Cipher Capital New York	$3.74M	-$6.8M	2	0.35%	Reduced
453	Ninety One (UK) London, United Kingdom	$3.72M	$0	1	0.02%	Maintained
454	CIM Calvert Investment Management Bethesda, Maryland	$3.71M	+$313K	5	0.16%	Increased
455	AIM Allen Investment Management New York	$3.71M	-$178K	2	0.29%	Reduced
456	IHL Investment House LLC Redondo Beach, California	$3.71M	-$10.1K	1	0.59%	Reduced
457	Sageworth Trust Lancaster, Pennsylvania	$3.71M	+$3.47M	1	0.9%	New
458	Churchill Management Los Angeles, California	$3.7M	+$1.59M	1	0.26%	Increased
459	P Pitcairn Conshohocken, Pennsylvania	$3.66M	+$1.05M	3	0.46%	Increased
460	FNT First Nebraska Trust Lincoln, Nebraska	$3.65M	-$55.6K	1	1%	Reduced
461	Fifth Third Bancorp Cincinnati, Ohio	$3.61M	-$345K	6	0.03%	Reduced
462	Bridgewater Associates Westport, Connecticut	$3.59M	+$1.32M	3	0.05%	Increased
463	NCM Numina Capital Management New York	$3.58M	+$3.35M	1	0.73%	New
464	RMA Roffman Miller Associates Philadelphia, Pennsylvania	$3.57M	+$181K	1	0.61%	Increased
465	BlueCrest Capital Management St Helier, Jersey	$3.57M	+$1.72M	4	0.22%	Increased
466	LG LaFleur & Godfrey Grand Rapids, Michigan	$3.54M	-$177K	1	1.08%	Reduced
467	GS GAM Systematic Cambridge, United Kingdom	$3.53M	+$237K	4	0.93%	Increased
468	RHFI Reilly Herbert Faulkner III	$3.51M	-$66.3K	1	2.6%	Reduced
469	New Mexico Educational Retirement Board Santa Fe, New Mexico	$3.5M	-$4.15K	2	0.17%	Reduced
470	DC Deere & Company Moline, Illinois	$3.48M	+$489K	4	0.18%	Increased
471	Squarepoint New York	$3.46M	-$3M	3	0.27%	Reduced
472	GIA GHP Investment Advisors Denver, Colorado	$3.46M	+$295K	3	0.78%	Increased
473	OI Oakbrook Investments Lisle, Illinois	$3.41M	+$61.8K	2	0.22%	Increased
474	TIM Thompson Investment Management Madison, Wisconsin	$3.37M	-$712K	1	0.7%	Reduced
475	CIA CSat Investment Advisory Detroit, Michigan	$3.35M	-$3.95M	1	6.63%	Reduced