← 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	TCM Tekla Capital Management Boston, Massachusetts	$6.07M	+$2.51M	1	0.23%	Increased
452	Sterling Capital Management Charlotte, North Carolina	$6.05M	+$3.96M	4	0.06%	Increased
453	Simplex Trading Chicago, Illinois	$6.01M	+$1.53M	7	0.02%	Increased
454	FIM Freedom Investment Management Hartford, Connecticut	$6.01M	+$468K	7	0.36%	Increased
455	PP Paloma Partners Greenwich, Connecticut	$5.97M	-$3.88M	5	0.11%	Reduced
456	B BP London, United Kingdom	$5.96M	+$74.5K	4	0.19%	Increased
457	Suntrust Banks Atlanta, Georgia	$5.92M	+$289K	5	0.03%	Increased
458	Luther King Capital Management (LKCM) Fort Worth, Texas	$5.91M	+$320K	2	0.05%	Increased
459	PIA Piedmont Investment Advisors Durham, North Carolina	$5.83M	+$825K	11	0.28%	Increased
460	Element Capital Management New York	$5.79M	-$2.47M	5	0.15%	Reduced
461	AGC Angelo Gordon & Co New York	$5.77M	+$5.82M	1	0.37%	New
462	Meag Munich Ergo Munich, Germany	$5.77M	-$409K	2	0.36%	Reduced
463	TPCM Three Peaks Capital Management Castle Rock, Colorado	$5.72M	+$5.54M	2	1.15%	New
464	Mitsubishi UFJ Asset Management Tokyo, Japan	$5.68M	-$81.1K	4	0.13%	Reduced
465	CIBC World Market Toronto, Ontario, Canada	$5.63M	-$5.03M	3	0.02%	Reduced
466	Candriam SCA Strassen, Luxembourg, Luxembourg	$5.63M	+$1.43M	3	0.09%	Increased
467	HTI Hikari Tsushin Inc Tokyo, Japan	$5.62M	+$471K	1	1.46%	Increased
468	AAM Auxier Asset Management Aurora, Oregon	$5.6M	-$359K	3	1.12%	Reduced
469	Natixis Paris, France	$5.56M	-$18.9M	3	0.03%	Reduced
470	EF Exeter Financial Scottsdale, Arizona	$5.55M	-$880K	2	4.89%	Reduced
471	Highbridge Capital Management New York	$5.54M	-$6.37M	1	0.11%	Reduced
472	GH GAM Holding Zurich, Switzerland	$5.48M	+$2.3M	5	0.19%	Increased
473	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$5.46M	-$42.5K	3	0.08%	Reduced
474	IGGA Iron Gate Global Advisors Nsl, Utah	$5.41M	-$859K	1	3.96%	Reduced
475	CG Cutler Group San Francisco, California	$5.39M	+$2.05M	6	0.43%	Increased