← 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	Quadrature Capital London, United Kingdom	$3.04M	-$4.9M	2	0.23%	Reduced
502	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$3.01M	+$2.92M	1	0.21%	New
503	Ninety One (UK) London, United Kingdom	$2.98M	$0	1	0.02%	Maintained
504	North Star Asset Management Neenah, Wisconsin	$2.94M	+$55.1K	1	0.34%	Increased
505	RA Rational Advisors Huntington, New York	$2.92M	$0	2	2.03%	Maintained
506	PC Permit Capital West Conshohocken, Pennsylvania	$2.92M	+$811K	1	2.08%	Increased
507	Curi RMB Capital Chicago, Illinois	$2.92M	+$375K	1	0.15%	Increased
508	CG Clinton Group New York	$2.91M	+$1.23M	3	0.13%	Increased
509	GF Gerstein Fisher New York	$2.9M	+$2.58M	2	0.38%	Increased
510	IMIM Irving Magee Investment Management Conshohocken, Pennsylvania	$2.9M	$0	1	1.42%	Maintained
511	EA Euclid Advisors Hartford, Connecticut	$2.89M	-$259K	2	0.13%	Reduced
512	Eagle Global Advisors Houston, Texas	$2.88M	+$108K	1	0.08%	Increased
513	Profund Advisors Bethesda, Maryland	$2.87M	-$81K	4	0.14%	Reduced
514	Kentucky Retirement Systems Frankfort, Kentucky	$2.85M	-$229K	2	0.18%	Reduced
515	UFF USA Financial Formulas Ada, Michigan	$2.83M	+$2.79M	2	0.78%	New
516	Financial Engines Advisors Santa Clara, California	$2.79M	+$497K	1	2.34%	Increased
517	Palisade Capital Management Fort Lee, New Jersey	$2.79M	+$374K	1	0.1%	Increased
518	CCFCSB Cape Cod Five Cents Savings Bank Orleans, Massachusetts	$2.78M	+$249K	1	0.51%	Increased
519	BIM Bridgecreek Investment Management Tulsa, Oklahoma	$2.76M	-$110K	1	0.85%	Reduced
520	ACM Argyle Capital Management Center Valley, Pennsylvania	$2.75M	-$45.8K	1	1.17%	Reduced
521	Wolverine Trading Chicago, Illinois	$2.74M	+$2.64M	1	0.02%	New
522	CS Comerica Securities Detroit, Michigan	$2.7M	-$698K	1	0.57%	Reduced
523	Elliott Management New York	$2.68M	$0	1	0.02%	Maintained
524	Ameritas Investment Partners Lincoln, Nebraska	$2.68M	+$115K	4	0.17%	Increased
525	FIM Freedom Investment Management Hartford, Connecticut	$2.67M	+$335K	4	0.18%	Increased