← 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	Driehaus Capital Management Chicago, Illinois	$2.97M	+$1.41M	1	0.1%	Increased
502	EA Euclid Advisors Hartford, Connecticut	$2.96M	-$3.58M	1	0.11%	Reduced
503	Livforsakringsbolaget Skandia Stockholm, Sweden	$2.93M	$0	3	0.14%	Maintained
504	Ingalls & Snyder LLC New York	$2.91M	-$34.3K	3	0.19%	Reduced
505	Curi RMB Capital Chicago, Illinois	$2.91M	+$249K	1	0.19%	Increased
506	Kentucky Retirement Systems Frankfort, Kentucky	$2.9M	+$465K	2	0.18%	Increased
507	GTC Ghost Tree Capital New York	$2.89M	+$2.83M	1	1.64%	New
508	NewEdge Advisors New Orleans, Louisiana	$2.88M	+$225K	1	2.42%	Increased
509	WCM Wallace Capital Management Dallas, Texas	$2.85M	-$199K	1	0.51%	Reduced
510	PS Pensionfund Sabic Sittard, Netherlands	$2.85M	-$57.2K	2	0.86%	Reduced
511	RP Raiff Partners New York	$2.83M	+$539K	2	3.21%	Increased
512	Profund Advisors Bethesda, Maryland	$2.82M	-$249K	4	0.15%	Reduced
513	Elliott Management New York	$2.82M	+$2.36M	1	0.03%	New
514	Eagle Global Advisors Houston, Texas	$2.8M	+$78.8K	1	0.1%	Increased
515	PC Permit Capital West Conshohocken, Pennsylvania	$2.8M	+$272K	1	2.11%	Increased
516	PAM Princeton Alpha Management Princeton Junction, New Jersey	$2.79M	-$2.11M	2	0.45%	Reduced
517	CA Continental Advisors Park City, Utah	$2.79M	+$33.8K	1	0.79%	Increased
518	PGIM Pacific Global Investment Management Glendale, California	$2.77M	-$58.2K	1	0.62%	Reduced
519	Bank of Nova Scotia Toronto, Ontario, Canada	$2.75M	-$637K	3	0.02%	Reduced
520	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$2.73M	-$47.3K	1	2.22%	Reduced
521	BIM Bridgecreek Investment Management Tulsa, Oklahoma	$2.73M	-$131K	1	0.88%	Reduced
522	CIBC World Markets New York	$2.72M	+$56.4K	1	0.06%	Increased
523	Swiss Life Asset Management Zurich,	$2.7M	+$2.6M	2	0.11%	New
524	North Star Asset Management Neenah, Wisconsin	$2.63M	+$164K	1	0.31%	Increased
525	FM Foster & Motley Cincinnati, Ohio	$2.62M	+$180K	1	0.53%	Increased