← 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	SAM Securian Asset Management St Paul, Minnesota	$5.05M	+$35.2K	6	0.12%	Increased
452	Tenor Capital Management New York	$5.05M	$0	2	0.25%	Maintained
453	MIM Monashee Investment Management Boston, Massachusetts	$5M	$0	1	1.29%	Maintained
454	PGGM Investments Zeist, Netherlands	$4.92M	$0	1	0.02%	Maintained
455	EMG Ellington Management Group Old Greenwich, Connecticut	$4.91M	+$3.2M	3	0.84%	Increased
456	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$4.88M	-$933K	5	0.05%	Reduced
457	RIM Redwood Investment Management Scottsdale, Arizona	$4.86M	+$2.05M	1	1.36%	Increased
458	KC Kepos Capital New York	$4.85M	-$6.99M	1	0.49%	Reduced
459	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$4.76M	+$727K	3	0.36%	Increased
460	CC Cognios Capital Leawood, Kansas	$4.73M	-$1.13M	3	1.82%	Reduced
461	People's United Financial Bridgeport, Connecticut	$4.73M	+$468K	3	0.13%	Increased
462	Luther King Capital Management (LKCM) Fort Worth, Texas	$4.71M	-$176K	2	0.03%	Reduced
463	BCM Basso Capital Management Stamford, Connecticut	$4.69M	+$2.55M	2	1.03%	Increased
464	SNB Security National Bank Omaha, Nebraska	$4.68M	+$45.2K	1	2.32%	Increased
465	Cambridge Investment Research Advisors Fairfield, Iowa	$4.67M	-$1.42M	6	0.04%	Reduced
466	Truist Financial Charlotte, North Carolina	$4.63M	-$826K	1	0.08%	Reduced
467	FNT First Nebraska Trust Lincoln, Nebraska	$4.61M	-$129K	2	0.81%	Reduced
468	ACM AlphaCrest Capital Management New York	$4.6M	+$1.87M	3	0.4%	Increased
469	Ladenburg Thalmann Financial Services Miami, Florida	$4.55M	-$170K	11	0.03%	Reduced
470	DTL Dynamic Technology Lab Singapore	$4.53M	+$1.74M	3	0.76%	Increased
471	STRS Ohio Columbus, Ohio	$4.4M	-$2.86M	8	0.02%	Reduced
472	RCC Red Cedar Capital Omaha, Nebraska	$4.34M	+$212K	2	3.68%	Increased
473	EF Exeter Financial Scottsdale, Arizona	$4.34M	-$8.71K	2	3.63%	Reduced
474	PP Paloma Partners Greenwich, Connecticut	$4.26M	+$3.12M	5	0.07%	Increased
475	Marsico Capital Management Denver, Colorado	$4.26M	+$1.16M	1	0.15%	Increased