← 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	EF Exeter Financial Scottsdale, Arizona	$5M	-$2.88K	2	3.98%	Reduced
477	Summit Partners Public Asset Management Boston, Massachusetts	$5M	-$3.49M	1	0.49%	Reduced
478	Ladenburg Thalmann Financial Services Miami, Florida	$4.99M	-$130K	13	0.03%	Reduced
479	FAT First American Trust Santa Ana, California	$4.82M	+$1.32M	1	0.97%	Increased
480	SCM Stonepine Capital Management Bend, Oregon	$4.81M	-$3.54M	1	4.67%	Reduced
481	AustralianSuper Melbourne, Australia	$4.79M	+$4.51M	1	0.05%	New
482	KeyBank National Association Cleveland, Ohio	$4.75M	-$62.5K	3	0.03%	Reduced
483	AGAM Avalon Global Asset Management San Francisco, California	$4.73M	+$2.12M	1	1.62%	Increased
484	Marsico Capital Management Denver, Colorado	$4.72M	$0	1	0.18%	Maintained
485	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$4.65M	+$345K	4	0.17%	Increased
486	Luther King Capital Management (LKCM) Fort Worth, Texas	$4.64M	$0	2	0.03%	Maintained
487	Trexquant Investment Stamford, Connecticut	$4.48M	-$8.52M	4	0.39%	Reduced
488	PGGM Investments Zeist, Netherlands	$4.36M	$0	1	0.02%	Maintained
489	CT Coastline Trust Providence, Rhode Island	$4.34M	+$39K	2	0.64%	Increased
490	New Mexico Educational Retirement Board Santa Fe, New Mexico	$4.3M	-$326K	6	0.2%	Reduced
491	CCFCSB Cape Cod Five Cents Savings Bank Orleans, Massachusetts	$4.29M	-$134K	1	0.59%	Reduced
492	EMG Ellington Management Group Old Greenwich, Connecticut	$4.28M	-$2.53M	6	0.77%	Reduced
493	Tocqueville Asset Management New York	$4.22M	-$60.8K	1	0.06%	Reduced
494	OneDigital Investment Advisors Overland Park, Kansas	$4.21M	+$3.79M	2	0.38%	Increased
495	ACM AlphaCrest Capital Management New York	$4.2M	-$174K	4	0.26%	Reduced
496	CI CPMG Inc Dallas, Texas	$4.19M	$0	1	0.47%	Maintained
497	D.A. Davidson & Co Great Falls, Montana	$4.18M	-$2.15M	2	0.07%	Reduced
498	Manning & Napier Group Fairport, New York	$4.18M	-$71.2K	1	0.05%	Reduced
499	QF QVT Financial New York	$4.17M	+$4.3M	1	0.86%	New
500	EWM Elite Wealth Management Kirkland, Washington	$4.15M	$0	2	5.73%	Maintained