← 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	TC Telemus Capital Southfield, Michigan	$4.4M	-$273K	2	0.5%	Reduced
452	Wolverine Trading Chicago, Illinois	$4.37M	-$748K	6	0.02%	Reduced
453	FVCM F&V Capital Management Boca Raton, Florida	$4.36M	-$64K	1	2.55%	Reduced
454	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$4.35M	+$45K	3	0.62%	Increased
455	PP Prospector Partners Guilford, Connecticut	$4.29M	+$711K	1	0.65%	Increased
456	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$4.28M	+$670K	2	0.42%	Increased
457	TIM Thompson Investment Management Madison, Wisconsin	$4.27M	-$52K	2	0.8%	Reduced
458	Norinchukin Bank Tokyo, Japan	$4.23M	+$1.18M	3	0.08%	Increased
459	FL Fort LP Chevy Chase, Maryland	$4.22M	+$267K	1	1.04%	Increased
460	CAM ClariVest Asset Management San Diego, California	$4.17M	+$4.98K	2	0.1%	Increased
461	SFM Systematic Financial Management Teaneck, New Jersey	$4.16M	-$753K	3	0.08%	Reduced
462	Cambridge Investment Research Advisors Fairfield, Iowa	$4.15M	-$544K	5	0.06%	Reduced
463	BNP Paribas Asset Management Paris, France	$4.14M	-$819K	3	0.04%	Reduced
464	Old Mission Capital Chicago, Illinois	$4.12M	+$4M	1	0.35%	New
465	FIM Freedom Investment Management Hartford, Connecticut	$4.11M	+$570K	6	0.23%	Increased
466	Susquehanna International Group Bala Cynwyd, Pennsylvania	$4.06M	-$6.88M	5	0%	Reduced
467	MassMutual Private Wealth & Trust Windsor, Connecticut	$4.05M	-$2.13M	3	0.34%	Reduced
468	Clark Capital Management Group Philadelphia, Pennsylvania	$4.05M	+$2.88M	4	0.14%	Increased
469	HTI Hikari Tsushin Inc Tokyo, Japan	$4M	$0	1	1.17%	Maintained
470	JIR James Investment Research Alpha, Ohio	$3.97M	+$274K	2	0.13%	Increased
471	FNT First Nebraska Trust Lincoln, Nebraska	$3.97M	-$7.72K	2	0.87%	Reduced
472	Everett Harris & Co Los Angeles, California	$3.96M	-$76.2K	1	0.12%	Reduced
473	BG Bollard Group Boston, Massachusetts	$3.9M	+$20K	2	0.21%	Increased
474	BC Broadfin Capital New York	$3.9M	+$3.95M	1	0.58%	New
475	Ameritas Investment Partners Lincoln, Nebraska	$3.88M	-$3M	9	0.18%	Reduced