← 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	PVH Psagot Value Holdings Tel Aviv, Israel	$4.93M	+$431K	1	0.21%	Increased
477	SRAM Stone Ridge Asset Management New York	$4.91M	-$1.4M	6	0.28%	Reduced
478	HVIA Hudson Valley Investment Advisors Goshen, New York	$4.91M	-$441K	1	1.19%	Reduced
479	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$4.88M	+$3.7M	8	0.65%	Increased
480	SAM Sectoral Asset Management Montreal, Quebec, Canada	$4.88M	+$4.64M	1	0.59%	New
481	CI CPMG Inc Dallas, Texas	$4.76M	$0	1	0.57%	Maintained
482	Luther King Capital Management (LKCM) Fort Worth, Texas	$4.75M	+$41.6K	2	0.04%	Increased
483	Truist Financial Charlotte, North Carolina	$4.75M	-$1.28M	3	0.08%	Reduced
484	EF Exeter Financial Scottsdale, Arizona	$4.75M	-$2.15K	2	4.11%	Reduced
485	Simplex Trading Chicago, Illinois	$4.74M	+$310K	6	0.01%	Increased
486	PPCM Pillar Pacific Capital Management Pacifica, California	$4.72M	-$110K	1	0.55%	Reduced
487	Ladenburg Thalmann Financial Services Miami, Florida	$4.7M	+$1.11M	11	0.04%	Increased
488	Verition Fund Management Greenwich, Connecticut	$4.66M	-$5.82M	4	0.18%	Reduced
489	ET Equitable Trust Nashville, Tennessee	$4.58M	+$3.94M	2	0.53%	Increased
490	Allstate Corporation Northbrook, Illinois	$4.57M	-$491K	3	0.12%	Reduced
491	BG Bollard Group Boston, Massachusetts	$4.42M	+$16.9K	2	0.17%	Increased
492	Private Advisor Group Morristown, New Jersey	$4.39M	-$282K	4	0.09%	Reduced
493	RCC Red Cedar Capital Omaha, Nebraska	$4.35M	+$1.31M	2	3.71%	Increased
494	IECM Intrinsic Edge Capital Management Chicago, Illinois	$4.31M	-$7.78M	1	0.73%	Reduced
495	ASP Adams Street Partners Chicago, Illinois	$4.3M	+$3.17M	1	0.83%	Increased
496	HP Hikari Power Tokyo, Japan	$4.29M	-$1.7M	2	0.45%	Reduced
497	CCM Chickasaw Capital Management Memphis, Tennessee	$4.27M	-$76.1K	1	0.1%	Reduced
498	Holocene Advisors New York	$4.26M	+$1.55M	5	0.07%	Increased
499	OneDigital Investment Advisors Overland Park, Kansas	$4.26M	-$65.2K	4	0.62%	Reduced
500	CAM ClariVest Asset Management San Diego, California	$4.16M	-$4.21M	1	0.08%	Reduced