← 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	Vident Investment Advisory Alpharetta, Georgia	$5.83M	+$2.27M	4	0.36%	Increased
452	FBCM Fort Baker Capital Management Larkspur, California	$5.82M	+$3.11M	1	3.96%	Increased
453	CIM Contrarius Investment Management St. Helier, Jersey	$5.79M	-$4.89M	1	0.3%	Reduced
454	BL BCWM LLC Overland Park, Kansas	$5.78M	+$66.3K	1	2.07%	Increased
455	Cambridge Investment Research Advisors Fairfield, Iowa	$5.75M	-$487K	5	0.04%	Reduced
456	CCM Cohen Capital Management Corte Madera, California	$5.72M	+$3.18M	2	1.24%	Increased
457	FA Friess Associates Greenville, Delaware	$5.71M	+$5.34M	1	0.4%	New
458	Phoenix Financial Givatayim, Israel	$5.68M	-$17.4M	1	0.24%	Reduced
459	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$5.57M	+$118K	4	0.19%	Increased
460	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$5.55M	-$180K	1	0.54%	Reduced
461	TEE Tibra Equities Europe London, United Kingdom	$5.53M	+$3.68M	2	0.77%	Increased
462	CEP Chicago Equity Partners Chicago, Illinois	$5.52M	-$2.02M	4	0.32%	Reduced
463	RHFI Reilly Herbert Faulkner III	$5.51M	+$136K	1	2.23%	Increased
464	EF Exeter Financial Scottsdale, Arizona	$5.49M	-$191K	2	4.26%	Reduced
465	FAT First American Trust Santa Ana, California	$5.49M	+$95.2K	1	1.05%	Increased
466	Axa Paris, France	$5.48M	-$6.72M	3	0.02%	Reduced
467	Kennedy Capital Management St Louis, Missouri	$5.36M	+$5.02M	1	0.13%	New
468	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$5.36M	-$312K	1	1.86%	Reduced
469	PGM Parian Global Management Pound Ridge, New York	$5.2M	-$321K	1	1.17%	Reduced
470	BCV Banque Cantonale Vaudoise Lausanne, Switzerland	$5.13M	+$4.73M	4	0.35%	New
471	Davenport & Co Richmond, Virginia	$5.09M	+$472K	2	0.05%	Increased
472	Caxton Associates (New York) New York	$5.05M	+$3.89M	1	0.69%	Increased
473	Coatue Management New York	$5.03M	+$4.12M	4	0.04%	Increased
474	CT Coastline Trust Providence, Rhode Island	$5.02M	-$52K	2	0.7%	Reduced
475	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$5M	-$2.16M	3	0.47%	Reduced