← 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	NA Navellier & Associates Reno, Nevada	$5.42M	+$2.63M	2	0.92%	Increased
452	People's United Financial Bridgeport, Connecticut	$5.34M	+$238K	3	0.19%	Increased
453	TCA Taconic Capital Advisors New York	$5.34M	-$1.05M	1	0.39%	Reduced
454	PP Prospector Partners Guilford, Connecticut	$5.32M	$0	1	0.83%	Maintained
455	PPCM Pillar Pacific Capital Management Pacifica, California	$5.29M	-$12.3K	1	0.7%	Reduced
456	FL Fort LP Chevy Chase, Maryland	$5.26M	+$3.13M	5	1.24%	Increased
457	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$5.25M	+$618K	4	0.09%	Increased
458	HVIA Hudson Valley Investment Advisors Goshen, New York	$5.22M	-$1.44M	1	1.2%	Reduced
459	Castleark Management Chicago, Illinois	$5.17M	+$5.2M	1	0.22%	New
460	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$5.16M	+$227K	1	0.63%	Increased
461	PEAK6 Investments Chicago, Illinois	$5.14M	+$759K	5	0.03%	Increased
462	Janney Montgomery Scott Philadelphia, Pennsylvania	$5.1M	-$2.37M	6	0.05%	Reduced
463	Trillium Asset Management Boston, Massachusetts	$5.06M	+$2.47M	2	0.29%	Increased
464	SCM Symons Capital Management Pittsburgh, Pennsylvania	$5.06M	-$821K	2	2.1%	Reduced
465	Dai-ichi Life Insurance Company Tokyo, Japan	$5.02M	+$4.2M	2	0.14%	Increased
466	Advisor Group Phoenix, Arizona	$4.95M	+$13.3K	12	0.05%	Increased
467	QAM Quantres Asset Management Cayman, Cayman Islands	$4.89M	+$6.78M	3	3.02%	New
468	ANI American National Insurance Galveston, Texas	$4.88M	$0	1	0.29%	Maintained
469	CA Continental Advisors Park City, Utah	$4.87M	-$1.28M	1	1.49%	Reduced
470	TEE Tibra Equities Europe London, United Kingdom	$4.86M	-$3.65M	1	0.8%	Reduced
471	S Seeyond Paris, France	$4.85M	+$6.02M	4	0.67%	New
472	EBIM Eagle Boston Investment Management Boston, Massachusetts	$4.82M	-$9.42M	1	1.67%	Reduced
473	SAM Securian Asset Management St Paul, Minnesota	$4.75M	+$104K	6	0.13%	Increased
474	Allstate Corporation Northbrook, Illinois	$4.74M	+$5.32M	4	0.16%	New
475	PCA Prospect Capital Advisors Sausalito, California	$4.73M	-$2.36M	1	2.81%	Reduced