← 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	FNT First Nebraska Trust Lincoln, Nebraska	$3.83M	-$30.2K	1	0.99%	Reduced
477	Bridgeway Capital Management Houston, Texas	$3.77M	+$300K	3	0.06%	Increased
478	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$3.77M	-$273K	2	2.8%	Reduced
479	BL BCWM LLC Overland Park, Kansas	$3.77M	+$33.9K	1	1.75%	Increased
480	Polar Asset Management Partners Toronto, Ontario, Canada	$3.73M	-$4.37M	1	0.12%	Reduced
481	CCM Cadence Capital Management Boston, Massachusetts	$3.72M	+$2.97M	3	0.27%	Increased
482	Ninety One (UK) London, United Kingdom	$3.72M	+$1.15M	1	0.02%	Increased
483	SCM Segantii Capital Management Hong Kong	$3.68M	+$3.96M	1	1%	New
484	RPAM Rhenman & Partners Asset Management Stockholm, Sweden	$3.63M	+$3.87M	1	0.58%	New
485	Wasatch Advisors Salt Lake City, Utah	$3.63M	+$312K	1	0.05%	Increased
486	WCM Investment Management Laguna Beach, California	$3.63M	-$3.28M	1	0.04%	Reduced
487	BB&T Securities Richmond, Virginia	$3.61M	-$85.1K	4	0.05%	Reduced
488	FDCC Foster Dykema Cabot & Co Waltham, Massachusetts	$3.58M	-$8.45K	1	0.78%	Reduced
489	GP GLG Partners London, United Kingdom	$3.57M	+$1.13M	2	0.11%	Increased
490	TIM Thompson Investment Management Madison, Wisconsin	$3.54M	-$120K	1	0.68%	Reduced
491	ACM Americafirst Capital Management Roseville, California	$3.46M	+$1.46M	2	2.88%	Increased
492	PRCP Pacific Ridge Capital Partners Lake Oswego, Oregon	$3.46M	-$111K	1	1.42%	Reduced
493	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$3.45M	+$1.3M	2	0.38%	Increased
494	ARM Adirondack Research & Management Guilderland, New York	$3.44M	$0	1	1.24%	Maintained
495	BOK Financial Tulsa, Oklahoma	$3.43M	+$2.49M	4	0.11%	Increased
496	CWM Concert Wealth Management San Jose, California	$3.4M	-$268K	2	0.41%	Reduced
497	OI Oakbrook Investments Lisle, Illinois	$3.37M	-$496K	2	0.21%	Reduced
498	PDN Pensionfund DSM Netherlands Sittard, Netherlands	$3.37M	$0	1	0.45%	Maintained
499	BG Bollard Group Boston, Massachusetts	$3.33M	+$16.4K	1	0.21%	Increased
500	IAM Impax Asset Management Portsmouth, New Hampshire	$3.3M	$0	1	0.19%	Maintained