← 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	QS Investors New York	$5.46M	-$2.84M	7	0.07%	Reduced
452	D.A. Davidson & Co Great Falls, Montana	$5.41M	-$6.96K	3	0.09%	Reduced
453	USS Investment Management London, United Kingdom	$5.29M	$0	4	0.05%	Maintained
454	CI CPMG Inc Dallas, Texas	$5.25M	+$2.68M	1	0.87%	Increased
455	CGC Continental Grain Company New York	$5.24M	+$1.06M	1	2.13%	Increased
456	OAM Optimal Asset Management Los Altos, California	$5.24M	+$135K	3	0.76%	Increased
457	DCM Dupont Capital Management Wilmington, Delaware	$5.23M	-$462K	7	0.12%	Reduced
458	HSA Hussman Strategic Advisors Ellicott City, Maryland	$5.22M	+$1.42M	3	1.38%	Increased
459	Mirae Asset Global Investments Seoul, South Korea	$5.17M	-$1.26M	6	0.03%	Reduced
460	KTA Keeley-Teton Advisors Chicago, Illinois	$5.13M	+$99.5K	2	0.84%	Increased
461	CCM Chickasaw Capital Management Memphis, Tennessee	$5.12M	+$16.5K	1	0.35%	Increased
462	CT Coastline Trust Providence, Rhode Island	$5.11M	-$130K	2	0.77%	Reduced
463	EF Exeter Financial Scottsdale, Arizona	$5.05M	-$29.3K	2	3.95%	Reduced
464	Fred Alger Management New York	$4.96M	-$5.39M	2	0.01%	Reduced
465	Davenport & Co Richmond, Virginia	$4.96M	+$231K	2	0.06%	Increased
466	PSP Principal Street Partners Memphis, Tennessee	$4.95M	-$612K	2	1.74%	Reduced
467	ACM AlphaCrest Capital Management New York	$4.95M	+$1.84M	6	0.54%	Increased
468	Wealthfront Advisers Palo Alto, California	$4.94M	+$90.6K	4	0.04%	Increased
469	CCFCSB Cape Cod Five Cents Savings Bank Orleans, Massachusetts	$4.94M	-$100K	1	0.63%	Reduced
470	Norinchukin Bank Tokyo, Japan	$4.93M	+$35.6K	4	0.08%	Increased
471	Fuller & Thaler Asset Management San Mateo, California	$4.92M	-$163K	1	0.06%	Reduced
472	IFM Investors Melbourne, Australia	$4.88M	+$414K	4	0.2%	Increased
473	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$4.82M	+$987K	7	0.22%	Increased
474	Group One Trading Chicago, Illinois	$4.81M	+$4.24M	5	0.02%	Increased
475	MML Investors Services Springfield, Massachusetts	$4.79M	-$65.4K	4	0.06%	Reduced