← 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	MLM Mount Lucas Management Newtown, Pennsylvania	$2.85M	-$88.1K	1	0.62%	Reduced
502	IMIM Irving Magee Investment Management Conshohocken, Pennsylvania	$2.84M	$0	1	1.3%	Maintained
503	Montag & Associates Atlanta, Georgia	$2.82M	-$141K	1	0.48%	Reduced
504	WCM Wallace Capital Management Dallas, Texas	$2.81M	+$32.2K	1	0.65%	Increased
505	Profund Advisors Bethesda, Maryland	$2.8M	+$54.1K	4	0.13%	Increased
506	Tokio Marine Asset Management Tokyo, Japan	$2.79M	-$286K	3	0.17%	Reduced
507	Calamos Advisors Naperville, Illinois	$2.78M	+$110K	2	0.02%	Increased
508	Whittier Trust South Pasadena, California	$2.78M	+$1.65M	4	0.14%	Increased
509	FBP Flippin Bruce & Porter Lynchburg, Virginia	$2.76M	+$89.1K	1	0.88%	Increased
510	DC Deere & Company Moline, Illinois	$2.75M	-$1.58M	3	0.14%	Reduced
511	MCM Matarin Capital Management New York	$2.74M	+$955K	2	1.69%	Increased
512	Dana Investment Advisors Waukesha, Wisconsin	$2.74M	+$788K	1	0.18%	Increased
513	Wilmington Trust National Association Wilmington, Delaware	$2.72M	-$386K	2	0.1%	Reduced
514	RMA Roffman Miller Associates Philadelphia, Pennsylvania	$2.68M	+$256K	1	0.62%	Increased
515	Trillium Asset Management Boston, Massachusetts	$2.68M	+$42.4K	1	0.26%	Increased
516	Baird Milwaukee, Wisconsin	$2.65M	+$781K	4	0.05%	Increased
517	SAM Strategy Asset Managers Pasadena, California	$2.65M	-$41.4K	1	0.58%	Reduced
518	Emerald Advisers Leola, Pennsylvania	$2.65M	-$92.9K	1	0.14%	Reduced
519	RBA Richard Bernstein Advisors New York	$2.64M	+$207K	2	0.53%	Increased
520	HCM Hilton Capital Management Garden City, New York	$2.64M	+$2.59M	1	1.02%	New
521	BFIM Beese Fulmer Investment Management Canton, Ohio	$2.64M	-$39.9K	1	0.94%	Reduced
522	SP Summit Partners Boston, Massachusetts	$2.64M	$0	1	0.4%	Maintained
523	Polar Asset Management Partners Toronto, Ontario, Canada	$2.63M	-$1.95M	1	0.11%	Reduced
524	BAC Boys Arnold & Co Asheville, North Carolina	$2.63M	+$2.51M	1	0.5%	New
525	Sumitomo Life Insurance Tokyo, Japan	$2.63M	-$182K	1	0.24%	Reduced