← 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	Natixis Advisors Boston, Massachusetts	$3.28M	+$202K	2	0.04%	Increased
502	Calamos Advisors Naperville, Illinois	$3.26M	+$3.31K	2	0.02%	Increased
503	SAM Scion Asset Management Saratoga, California	$3.24M	+$3.19M	1	9.16%	New
504	PGIM Pacific Global Investment Management Glendale, California	$3.21M	+$69K	1	0.71%	Increased
505	Livforsakringsbolaget Skandia Stockholm, Sweden	$3.21M	-$318K	3	0.16%	Reduced
506	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$3.2M	-$1.63M	3	0.02%	Reduced
507	GIA GHP Investment Advisors Denver, Colorado	$3.19M	+$68.8K	3	0.65%	Increased
508	UFF USA Financial Formulas Ada, Michigan	$3.17M	+$359K	1	0.81%	Increased
509	New Mexico Educational Retirement Board Santa Fe, New Mexico	$3.17M	-$485K	2	0.16%	Reduced
510	GF Gerstein Fisher New York	$3.14M	+$29.7K	2	0.39%	Increased
511	LIA LS Investment Advisors Bloomfield Hills, Michigan	$3.13M	-$126K	7	0.23%	Reduced
512	MIM Midwest Investment Management Cleveland, Ohio	$3.1M	-$147K	1	2.69%	Reduced
513	TC TFS Capital West Chester, Pennsylvania	$3.07M	+$1.36M	3	0.74%	Increased
514	Zurich Insurance Group Zurich, Switzerland	$3.07M	-$5.7M	2	0.1%	Reduced
515	WCM Wallace Capital Management Dallas, Texas	$3.05M	-$47.5K	1	0.54%	Reduced
516	Scotia Capital Toronto, Ontario, Canada	$3.05M	-$1.12M	3	0.06%	Reduced
517	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$3.03M	+$12	3	0.07%	Increased
518	PointState Capital New York	$3.02M	+$2.98M	1	0.03%	New
519	IHL Investment House LLC Redondo Beach, California	$3.02M	-$335K	1	0.45%	Reduced
520	ACN Advisor Consultant Network Cleveland, Ohio	$3M	+$2.94M	1	0.43%	New
521	CCT Country Club Trust Kansas City, Missouri	$3M	-$4.89M	1	0.43%	Reduced
522	CAM ClariVest Asset Management San Diego, California	$2.98M	-$37K	2	0.09%	Reduced
523	DCM Dean Capital Management Overland Park, Kansas	$2.98M	+$1.5M	2	3.09%	Increased
524	FTCM Fir Tree Capital Management New York	$2.97M	-$18.3M	1	0.13%	Reduced
525	Bragg Financial Advisors Charlotte, North Carolina	$2.97M	$0	1	0.53%	Maintained