← 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	Manning & Napier Group Fairport, New York	$8.74M	-$366K	1	0.08%	Reduced
452	WCF West Coast Financial Santa Barbara, California	$8.59M	-$299K	2	1.32%	Reduced
453	Polar Asset Management Partners Toronto, Ontario, Canada	$8.57M	-$10.1M	1	0.09%	Reduced
454	SFM Systematic Financial Management Teaneck, New Jersey	$8.52M	+$9.4M	2	0.27%	Increased
455	Hillsdale Investment Management Toronto, Ontario, Canada	$8.45M	-$564K	4	0.55%	Reduced
456	ACM AlphaCrest Capital Management New York	$8.43M	-$12.2M	8	0.47%	Reduced
457	ET Equitable Trust Nashville, Tennessee	$8.35M	-$1.03M	2	0.54%	Reduced
458	Davenport & Co Richmond, Virginia	$8.27M	+$2M	3	0.06%	Increased
459	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$8.25M	-$2.76M	7	0.03%	Reduced
460	SCM Stadium Capital Management New Canaan, Connecticut	$8.17M	-$24.2M	1	3.87%	Reduced
461	BOK Financial Tulsa, Oklahoma	$8.12M	+$1.92M	7	0.13%	Increased
462	Jump Financial Chicago, Illinois	$8.04M	+$4.96M	7	0.34%	Increased
463	GA Gagnon Advisors New York	$8.04M	$0	1	3.71%	Maintained
464	Armistice Capital New York	$8.02M	-$46.1M	1	0.16%	Reduced
465	RP Repertoire Partners New York	$8.02M	+$815K	1	0.52%	Increased
466	PHS Pekin Hardy Strauss Chicago, Illinois	$7.98M	+$176K	1	0.99%	Increased
467	LC Littlejohn & Co Greenwich, Connecticut	$7.98M	+$1.1M	1	2.09%	Increased
468	KPF K2 Principal Fund Toronto, Ontario, Canada	$7.93M	+$7.06M	1	0.68%	New
469	Wealthfront Advisers Palo Alto, California	$7.91M	+$885K	4	0.03%	Increased
470	S Seeyond Paris, France	$7.81M	-$1.67M	3	0.78%	Reduced
471	VCM VeriStar Capital Management New York	$7.79M	-$6.59M	1	6.7%	Reduced
472	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$7.65M	-$1.53M	3	0.1%	Reduced
473	Mount Yale Investment Advisors Denver, Colorado	$7.64M	-$125K	2	0.83%	Reduced
474	Group One Trading Chicago, Illinois	$7.56M	+$4.28M	10	0.01%	Increased
475	Castleark Management Chicago, Illinois	$7.56M	+$6.73M	1	0.33%	New