← 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	Fifth Third Bancorp Cincinnati, Ohio	$4.32M	+$717K	6	0.04%	Increased
452	ACB Aristotle Capital Boston Boston, Massachusetts	$4.3M	+$261K	1	0.77%	Increased
453	IRF IBM Retirement Fund Armonk, New York	$4.27M	-$1.11M	4	0.22%	Reduced
454	CA Continental Advisors Park City, Utah	$4.23M	+$1.13M	1	1.18%	Increased
455	DnB Asset Management Oslo, Norway	$4.22M	+$179K	3	0.08%	Increased
456	Everett Harris & Co Los Angeles, California	$4.21M	-$101K	1	0.15%	Reduced
457	Första AP-fonden Stockholm, Sweden	$4.2M	-$16.8M	1	0.12%	Reduced
458	Engineers Gate Manager New York	$4.19M	-$12.8M	3	0.44%	Reduced
459	MCM Matarin Capital Management New York	$4.17M	-$1.8M	1	0.46%	Reduced
460	PVH Psagot Value Holdings Tel Aviv, Israel	$4.15M	-$990K	1	0.17%	Reduced
461	NewEdge Advisors New Orleans, Louisiana	$4.12M	+$502K	1	1.3%	Increased
462	PAM Princeton Alpha Management Princeton Junction, New Jersey	$4.12M	+$1.63M	3	0.77%	Increased
463	Waverton Investment Management London, United Kingdom	$4.11M	$0	1	0.28%	Maintained
464	Cambridge Investment Research Advisors Fairfield, Iowa	$4.11M	-$53.6K	3	0.08%	Reduced
465	RHFI Reilly Herbert Faulkner III	$4.1M	+$167K	1	3.05%	Increased
466	SEC Seven Eight Capital New York	$4.07M	+$2.39M	2	1.19%	Increased
467	Quadrature Capital London, United Kingdom	$4.06M	+$934K	1	0.35%	Increased
468	DC Deere & Company Moline, Illinois	$4.03M	-$245K	4	0.21%	Reduced
469	Voloridge Investment Management Jupiter, Florida	$4.03M	-$1.98M	1	0.09%	Reduced
470	RMA Roffman Miller Associates Philadelphia, Pennsylvania	$4.02M	-$21.6K	1	0.65%	Reduced
471	Analytic Investors Los Angeles, California	$4.01M	-$61.8K	2	0.04%	Reduced
472	FCM Forester Capital Management Lake Forest, Illinois	$3.98M	-$157K	1	3.73%	Reduced
473	Brown Brothers Harriman & Co New York	$3.88M	-$10K	4	0.02%	Reduced
474	MC Menta Capital San Francisco, California	$3.83M	+$1.48M	2	0.37%	Increased
475	Trexquant Investment Stamford, Connecticut	$3.83M	-$4.87M	4	0.86%	Reduced