← 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	IM Islet Management New York	$7.91M	+$3.44M	1	0.22%	Increased
452	CM Capital Management Glen Allen, Virginia	$7.89M	-$3.99M	1	1.67%	Reduced
453	ACM AlphaCrest Capital Management New York	$7.83M	-$8.83M	8	0.34%	Reduced
454	Calamos Advisors Naperville, Illinois	$7.81M	-$462K	1	0.04%	Reduced
455	FNT First Nebraska Trust Lincoln, Nebraska	$7.77M	-$49.3K	2	1.01%	Reduced
456	LG LaFleur & Godfrey Grand Rapids, Michigan	$7.75M	+$295K	1	1.11%	Increased
457	SCM Stormborn Capital Management Greenwich, Connecticut	$7.65M	+$7.21M	1	2.58%	New
458	Engineers Gate Manager New York	$7.64M	-$6.53M	7	0.49%	Reduced
459	Mirae Asset Global Investments Seoul, South Korea	$7.59M	+$1.46M	7	0.02%	Increased
460	Hotchkis & Wiley Capital Management Los Angeles, California	$7.56M	+$7.13M	1	0.02%	New
461	Park Avenue Securities New York	$7.55M	+$5.88M	4	0.16%	Increased
462	KIC Keating Investment Counselors Delray Beach, Florida	$7.54M	-$354K	1	3.46%	Reduced
463	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$7.53M	+$1.37M	5	0.04%	Increased
464	First National Bank of Omaha Omaha, Nebraska	$7.53M	$0	2	0.39%	Maintained
465	Vident Investment Advisory Alpharetta, Georgia	$7.5M	-$502K	4	0.23%	Reduced
466	E Ergoteles New York	$7.48M	+$1.44M	6	0.17%	Increased
467	Winton Group London, United Kingdom	$7.47M	-$2.39M	6	0.4%	Reduced
468	SI Sapience Investments Newport Beach, California	$7.46M	+$7.76M	1	0.93%	New
469	DCM Dupont Capital Management Wilmington, Delaware	$7.42M	+$2.23M	7	0.18%	Increased
470	Luther King Capital Management (LKCM) Fort Worth, Texas	$7.29M	$0	2	0.04%	Maintained
471	RBF Capital San Francisco, California	$7.25M	+$5.5M	3	0.41%	Increased
472	TTWM TCV Trust & Wealth Management Richmond, Virginia	$7.25M	+$46.3K	1	0.79%	Increased
473	SG Stonnington Group Pasadena, California	$7.2M	-$70K	2	1.6%	Reduced
474	D.A. Davidson & Co Great Falls, Montana	$7.12M	-$857K	3	0.08%	Reduced
475	CCFCSB Cape Cod Five Cents Savings Bank Orleans, Massachusetts	$7.12M	+$132K	1	0.73%	Increased