← 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	SCM Stormborn Capital Management Greenwich, Connecticut	$5.36M	+$5.58M	1	3.39%	New
477	TSS Two Sigma Securities New York	$5.34M	+$3.5M	4	0.03%	Increased
478	SAM Securian Asset Management St Paul, Minnesota	$5.24M	-$23.9K	5	0.13%	Reduced
479	NIP Nicholas Investment Partners Rancho Santa Fe, California	$5.17M	+$5.24M	1	0.36%	New
480	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$5.15M	-$197K	3	0.07%	Reduced
481	People's United Financial Bridgeport, Connecticut	$5.12M	+$58.4K	3	0.13%	Increased
482	3C 361 Capital Denver, Colorado	$4.99M	-$1.99M	3	1.13%	Reduced
483	Wolverine Trading Chicago, Illinois	$4.98M	$0	8	0.01%	Maintained
484	CC Cannell & Co New York	$4.98M	-$18.4K	1	0.19%	Reduced
485	JP Morgan Private Wealth Advisors San Francisco, California	$4.97M	+$195K	6	0.03%	Increased
486	Wolverine Asset Management Chicago, Illinois	$4.96M	-$14M	1	0.06%	Reduced
487	Advisor Group Phoenix, Arizona	$4.96M	+$371K	13	0.07%	Increased
488	DZ Bank Frankfurt Am Main, Germany	$4.95M	-$19.7M	2	0.02%	Reduced
489	CCG Cypress Capital Group Palm Beach, Florida	$4.92M	-$108K	2	1.01%	Reduced
490	PVH Psagot Value Holdings Tel Aviv, Israel	$4.88M	-$121K	1	0.23%	Reduced
491	FNT First Nebraska Trust Lincoln, Nebraska	$4.88M	-$83.1K	2	1.05%	Reduced
492	ATFA All Terrain Financial Advisors Coon Rapids, Minnesota	$4.81M	-$11.2K	2	2.15%	Reduced
493	BG Bollard Group Boston, Massachusetts	$4.79M	+$139K	2	0.22%	Increased
494	PPCM Pillar Pacific Capital Management Pacifica, California	$4.74M	+$30.9K	1	0.55%	Increased
495	Ameritas Investment Partners Lincoln, Nebraska	$4.71M	+$34.3K	10	0.23%	Increased
496	OneDigital Investment Advisors Overland Park, Kansas	$4.71M	-$92.3K	4	0.99%	Reduced
497	EWM Elite Wealth Management Kirkland, Washington	$4.7M	$0	2	1.67%	Maintained
498	TIM Thompson Investment Management Madison, Wisconsin	$4.65M	-$827K	2	0.85%	Reduced
499	PP Prospector Partners Guilford, Connecticut	$4.64M	+$486K	1	0.65%	Increased
500	MAM Meeder Asset Management Dublin, Ohio	$4.64M	+$2.52M	8	0.4%	Increased