← 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
501	LG Leuthold Group Minneapolis, Minnesota	$2.58M	+$649K	2	0.24%	Increased
502	Stifel Nicolaus & Co St Louis, Missouri	$2.58M	+$515K	4	0.04%	Increased
503	Clark Capital Management Group Philadelphia, Pennsylvania	$2.57M	-$293K	2	0.2%	Reduced
504	QCMC Quantum Capital Management (California) San Francisco, California	$2.57M	+$131K	1	0.51%	Increased
505	Wilmington Savings Fund Society Wilmington, Delaware	$2.56M	-$26.3K	1	0.16%	Reduced
506	ARTA A.R.T. Advisors New York	$2.53M	-$3.33M	3	0.14%	Reduced
507	Barings Charlotte, North Carolina	$2.52M	-$316K	6	0.11%	Reduced
508	Sumitomo Life Insurance Tokyo, Japan	$2.51M	+$109K	1	0.23%	Increased
509	Shelton Capital Management Denver, Colorado	$2.49M	+$7.59K	3	0.42%	Increased
510	CIBC World Market Toronto, Ontario, Canada	$2.47M	+$846K	2	0.01%	Increased
511	Emerald Advisers Leola, Pennsylvania	$2.44M	-$347K	1	0.14%	Reduced
512	BFIM Beese Fulmer Investment Management Canton, Ohio	$2.44M	-$41.7K	1	0.96%	Reduced
513	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$2.44M	+$2.41M	5	0.33%	New
514	SAM Strategy Asset Managers Pasadena, California	$2.42M	-$201K	1	0.57%	Reduced
515	FBP Flippin Bruce & Porter Lynchburg, Virginia	$2.4M	+$1.07M	1	0.83%	Increased
516	Calamos Advisors Naperville, Illinois	$2.4M	-$44.7M	2	0.02%	Reduced
517	Trillium Asset Management Boston, Massachusetts	$2.4M	+$61.8K	1	0.27%	Increased
518	M&T Bank Buffalo, New York	$2.38M	-$1.2M	5	0.11%	Reduced
519	PAM Paradigm Asset Management New York	$2.38M	+$2.4M	1	0.39%	New
520	SP Summit Partners Boston, Massachusetts	$2.37M	$0	1	0.27%	Maintained
521	LOM Loeb Offshore Management New York	$2.36M	+$2.53M	2	0.73%	New
522	Hennessy Advisors Inc Novato, California	$2.35M	$0	1	0.11%	Maintained
523	Walleye Trading New York	$2.35M	+$1.81M	4	0.02%	Increased
524	FIM Friedberg Investment Management Houston, Texas	$2.32M	-$2.37M	1	1.01%	Reduced
525	RIG Roosevelt Investment Group New York	$2.31M	$0	1	0.1%	Maintained