← 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
476	FPCM Fox Point Capital Management New York	$3.35M	-$2.09M	1	4.65%	Reduced
477	Calamos Advisors Naperville, Illinois	$3.3M	+$191K	2	0.02%	Increased
478	Capital International Sarl Los Angeles, California	$3.27M	$0	1	0.28%	Maintained
479	SCA Secor Capital Advisors New York	$3.24M	+$372K	1	0.45%	Increased
480	Nomura Holdings Tokyo, Japan	$3.21M	-$12.2M	3	0.01%	Reduced
481	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$3.21M	+$2.97M	2	0.04%	New
482	Mackenzie Financial Toronto Ontario, Ontario, Canada	$3.21M	+$1.35M	2	0.03%	Increased
483	CS Comerica Securities Detroit, Michigan	$3.2M	-$46.6K	1	0.75%	Reduced
484	Shelton Capital Management Denver, Colorado	$3.18M	+$66.7K	3	0.29%	Increased
485	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$3.17M	+$249K	3	0.37%	Increased
486	LIA LS Investment Advisors Bloomfield Hills, Michigan	$3.15M	+$234K	7	0.24%	Increased
487	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$3.15M	+$242K	5	0.07%	Increased
488	IMIM Irving Magee Investment Management Conshohocken, Pennsylvania	$3.14M	$0	1	1.59%	Maintained
489	Trexquant Investment Stamford, Connecticut	$3.13M	-$2.73M	2	0.37%	Reduced
490	BG Bollard Group Boston, Massachusetts	$3.13M	+$16.1K	1	0.25%	Increased
491	IAM Impax Asset Management Portsmouth, New Hampshire	$3.12M	+$2.92M	1	0.17%	New
492	KAM Keeley Asset Management Chicago, Illinois	$3.06M	-$1.25M	2	0.12%	Reduced
493	Bragg Financial Advisors Charlotte, North Carolina	$3.06M	+$309K	1	0.59%	Increased
494	RA Rational Advisors Huntington, New York	$3.06M	+$2.81M	2	2.01%	New
495	PCM Prelude Capital Management New York	$3.06M	+$2.64M	7	0.43%	Increased
496	SP Summit Partners Boston, Massachusetts	$3.05M	$0	1	1.76%	Maintained
497	RC Roundview Capital Princeton, New Jersey	$3.01M	-$219K	1	1.12%	Reduced
498	ECM Endurant Capital Management San Mateo, California	$2.99M	+$2.11M	1	0.97%	Increased
499	Amalgamated Bank New York	$2.98M	+$416K	5	0.29%	Increased
500	PRCP Pacific Ridge Capital Partners Lake Oswego, Oregon	$2.98M	+$10.8K	1	1.33%	Increased