← 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	CCFCSB Cape Cod Five Cents Savings Bank Orleans, Massachusetts	$4.39M	-$143K	1	0.69%	Reduced
452	Calamos Advisors Naperville, Illinois	$4.38M	-$11.3M	3	0.03%	Reduced
453	KTA Keeley-Teton Advisors Chicago, Illinois	$4.29M	-$1.46M	2	0.76%	Reduced
454	Norinchukin Bank Tokyo, Japan	$4.24M	-$2.76M	4	0.08%	Reduced
455	Ossiam Paris, France	$4.24M	+$3.67M	3	0.29%	Increased
456	MAM Meeder Asset Management Dublin, Ohio	$4.23M	+$2.39M	10	0.33%	Increased
457	EF Exeter Financial Scottsdale, Arizona	$4.23M	-$160K	2	3.97%	Reduced
458	Bridges Investment Management Omaha, Nebraska	$4.22M	-$1.22M	2	0.19%	Reduced
459	BCM Bayesian Capital Management Brooklyn, New York	$4.2M	-$3.27M	5	0.91%	Reduced
460	S Seeyond Paris, France	$4.17M	+$831K	4	0.58%	Increased
461	AGAM Avalon Global Asset Management San Francisco, California	$4.16M	+$2.83M	1	1.96%	Increased
462	EMG Ellington Management Group Old Greenwich, Connecticut	$4.15M	+$2.96M	6	0.97%	Increased
463	MML Investors Services Springfield, Massachusetts	$4.15M	+$1.04M	3	0.07%	Increased
464	PC Periscope Capital Toronto, Ontario, Canada	$4.1M	+$792K	1	0.5%	Increased
465	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$4.07M	+$292K	7	0.09%	Increased
466	CAM Cozad Asset Management Champaign, Illinois	$4.01M	+$1.54M	3	1.39%	Increased
467	Jefferies Group New York	$4.01M	-$17.2M	3	0.04%	Reduced
468	RC Rovin Capital Mesa, Arizona	$4.01M	$0	1	4.19%	Maintained
469	Private Advisor Group Morristown, New Jersey	$4.01M	+$553K	3	0.07%	Increased
470	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$3.99M	+$13.5K	2	0.14%	Increased
471	Catalyst Capital Advisors Huntington, New York	$3.96M	+$4.09M	1	0.2%	New
472	EI EAM Investors Solana Beach, California	$3.95M	+$870K	2	1.23%	Increased
473	OneDigital Investment Advisors Overland Park, Kansas	$3.93M	+$22.2K	2	0.35%	Increased
474	Cambridge Investment Research Advisors Fairfield, Iowa	$3.92M	-$1.26M	5	0.04%	Reduced
475	Intact Investment Management Montreal, Quebec, Canada	$3.91M	+$2.37M	1	0.17%	Increased