← 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	LIA LS Investment Advisors Bloomfield Hills, Michigan	$3.52M	+$161K	7	0.24%	Increased
477	Calamos Advisors Naperville, Illinois	$3.52M	+$1.32K	2	0.02%	Increased
478	LSC Lyon Street Capital Sausalito, California	$3.5M	-$1.67M	1	1.98%	Reduced
479	Squarepoint New York	$3.48M	-$119K	3	0.22%	Reduced
480	PEAK6 Group Chicago, Illinois	$3.39M	+$2.48M	3	0.03%	Increased
481	Shelton Capital Management Denver, Colorado	$3.38M	-$4.56K	3	0.3%	Reduced
482	BG Bollard Group Boston, Massachusetts	$3.37M	+$16.4K	1	0.23%	Increased
483	IAM Impax Asset Management Portsmouth, New Hampshire	$3.35M	$0	1	0.19%	Maintained
484	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$3.33M	+$1.24K	5	0.07%	Increased
485	PDN Pensionfund DSM Netherlands Sittard, Netherlands	$3.29M	-$3.46M	1	0.44%	Reduced
486	WCM Wallace Capital Management Dallas, Texas	$3.24M	+$86.7K	1	0.54%	Increased
487	EverPoint Asset Management Stamford, Connecticut	$3.24M	-$20M	1	0.06%	Reduced
488	SP Summit Partners Boston, Massachusetts	$3.22M	$0	1	1.46%	Maintained
489	OMERS Administration Corp Toronto, Ontario, Canada	$3.2M	+$1.03M	1	0.07%	Increased
490	Bragg Financial Advisors Charlotte, North Carolina	$3.19M	+$364K	1	0.58%	Increased
491	PGIM Pacific Global Investment Management Glendale, California	$3.19M	+$215K	1	0.74%	Increased
492	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$3.18M	-$802K	3	0.1%	Reduced
493	PRCP Pacific Ridge Capital Partners Lake Oswego, Oregon	$3.14M	-$132K	1	1.42%	Reduced
494	Wasatch Advisors Salt Lake City, Utah	$3.14M	-$760K	1	0.05%	Reduced
495	Virginia Retirement Systems Richmond, Virginia	$3.13M	+$3.05M	3	0.05%	New
496	CIA CSat Investment Advisory Detroit, Michigan	$3.11M	-$463K	1	6.54%	Reduced
497	Veritable Wilmington, Delaware	$3.09M	+$589K	2	0.08%	Increased
498	KAM Keeley Asset Management Chicago, Illinois	$3.06M	+$22.8K	2	0.13%	Increased
499	Capital International Sarl Los Angeles, California	$3.06M	-$378K	1	0.26%	Reduced
500	Natixis Advisors Boston, Massachusetts	$3.04M	+$888K	2	0.04%	Increased