← 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	PC Permit Capital West Conshohocken, Pennsylvania	$4.58M	-$2.03M	1	2.69%	Reduced
452	SFM Systematic Financial Management Teaneck, New Jersey	$4.56M	-$12.8M	3	0.08%	Reduced
453	IGGA Iron Gate Global Advisors Nsl, Utah	$4.51M	+$4.61M	1	4.98%	New
454	MHP Manatuck Hill Partners Westport, Connecticut	$4.51M	+$485K	1	2.26%	Increased
455	Fifth Third Bancorp Cincinnati, Ohio	$4.49M	+$388K	6	0.03%	Increased
456	Xact Kapitalforvaltning Stockholm, Sweden	$4.48M	+$2.48K	3	0.14%	Increased
457	Bridgeway Capital Management Houston, Texas	$4.47M	+$2.52M	5	0.05%	Increased
458	TC Telemus Capital Southfield, Michigan	$4.43M	+$705K	2	0.45%	Increased
459	BB&T Securities Richmond, Virginia	$4.41M	+$1.99M	5	0.06%	Increased
460	JCP Jabre Capital Partners Geneva, Switzerland	$4.4M	+$2.2M	1	0.39%	Increased
461	DnB Asset Management Oslo, Norway	$4.37M	-$4.35M	3	0.06%	Reduced
462	HTI Hikari Tsushin Inc Tokyo, Japan	$4.36M	$0	1	1.37%	Maintained
463	CCS Crosspoint Capital Strategies Orinda, California	$4.33M	+$3.13M	1	3.79%	Increased
464	NewEdge Advisors New Orleans, Louisiana	$4.33M	+$786K	3	0.74%	Increased
465	MA Marshwinds Advisory St Simons Island, Georgia	$4.33M	-$67.3K	4	2.05%	Reduced
466	MAM Majedie Asset Management London, United Kingdom	$4.33M	+$4.34M	1	0.41%	New
467	RHFI Reilly Herbert Faulkner III	$4.32M	+$272K	1	2.7%	Increased
468	SNB Security National Bank Omaha, Nebraska	$4.28M	+$48.9K	3	3.12%	Increased
469	B BP London, United Kingdom	$4.28M	$0	3	0.16%	Maintained
470	Jacobs Levy Equity Management Florham Park, New Jersey	$4.24M	-$1.2M	3	0.09%	Reduced
471	AIM Alambic Investment Management Belvedere, California	$4.23M	-$3.88M	2	0.51%	Reduced
472	PRCP Pacific Ridge Capital Partners Lake Oswego, Oregon	$4.21M	-$316K	1	1.24%	Reduced
473	Segall Bryant & Hamill Chicago, Illinois	$4.21M	-$2.85M	2	0.1%	Reduced
474	Ninety One (UK) London, United Kingdom	$4.19M	-$5.67M	1	0.02%	Reduced
475	UONDDL University of Notre Dame du Lac South Bend, Indiana	$4.18M	-$2.81M	1	1.24%	Reduced