← 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	LMR Partners London, United Kingdom	$5.61M	+$5.77M	2	0.36%	New
477	SAM Securian Asset Management St Paul, Minnesota	$5.55M	+$262K	6	0.13%	Increased
478	Luther King Capital Management (LKCM) Fort Worth, Texas	$5.53M	-$117K	2	0.04%	Reduced
479	RIA RPG Investment Advisory Pleasanton, California	$5.51M	+$5.23M	1	1.16%	New
480	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$5.48M	+$1.37M	1	0.93%	Increased
481	JP Morgan Private Wealth Advisors San Francisco, California	$5.47M	+$266K	6	0.03%	Increased
482	TCP Tourbillon Capital Partners New York	$5.4M	+$6.09M	1	0.58%	New
483	Mairs & Power Inc St Paul, Minnesota	$5.39M	+$474K	1	0.06%	Increased
484	PPCM Pillar Pacific Capital Management Pacifica, California	$5.37M	+$81.5K	1	0.58%	Increased
485	Ameritas Investment Partners Lincoln, Nebraska	$5.35M	+$874K	10	0.25%	Increased
486	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$5.35M	-$490K	3	0.08%	Reduced
487	ACM Atika Capital Management New York	$5.32M	-$10.3M	1	0.95%	Reduced
488	Armistice Capital New York	$5.32M	+$4.87M	1	0.32%	New
489	EF Exeter Financial Scottsdale, Arizona	$5.31M	-$4.75K	2	4.36%	Reduced
490	NIP Nicholas Investment Partners Rancho Santa Fe, California	$5.29M	+$1.24M	1	0.42%	Increased
491	NA Navellier & Associates Reno, Nevada	$5.28M	+$580K	1	0.68%	Increased
492	ACM Asymmetry Capital Management San Francisco, California	$5.26M	+$5.19M	1	4.86%	New
493	TCM Teza Capital Management Chicago, Illinois	$5.22M	+$1.5M	4	1.2%	Increased
494	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$5.18M	+$1.06M	5	0.05%	Increased
495	ECM Endurant Capital Management San Mateo, California	$5.02M	-$4.85M	1	2.23%	Reduced
496	Daiwa Securities Group Tokyo, Japan	$5M	+$1.56M	5	0.04%	Increased
497	PC Periscope Capital Toronto, Ontario, Canada	$5M	+$986K	1	0.95%	Increased
498	Norinchukin Bank Tokyo, Japan	$5M	+$380K	3	0.07%	Increased
499	SCM Stormborn Capital Management Greenwich, Connecticut	$4.98M	-$121K	1	4.27%	Reduced
500	KPCM Kings Point Capital Management Great Neck, New York	$4.92M	+$1.55M	2	0.92%	Increased