← 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	MIM Midwest Investment Management Cleveland, Ohio	$3.69M	+$20.9K	1	3.11%	Increased
502	RCM Rutabaga Capital Management Boston, Massachusetts	$3.66M	-$389K	1	0.68%	Reduced
503	SAM Symphony Asset Management San Francisco, California	$3.65M	+$141K	1	0.41%	Increased
504	Teacher Retirement System of Texas Austin, Texas	$3.63M	+$15.2K	3	0.03%	Increased
505	PAM Paradigm Asset Management New York	$3.59M	+$271K	1	0.73%	Increased
506	GIA GHP Investment Advisors Denver, Colorado	$3.56M	+$355K	3	0.57%	Increased
507	RPAM Rhenman & Partners Asset Management Stockholm, Sweden	$3.56M	$0	1	0.51%	Maintained
508	Seizert Capital Partners Birmingham, Michigan	$3.53M	+$62.7K	1	0.13%	Increased
509	ACM Ativo Capital Management Chicago, Illinois	$3.52M	+$1.88M	2	0.96%	Increased
510	SEC Seven Eight Capital New York	$3.46M	-$1.34M	3	0.5%	Reduced
511	Bellevue Group Kuesnacht, Switzerland	$3.46M	+$2.01M	2	0.41%	Increased
512	RHJA Rice Hall James & Associates San Diego, California	$3.45M	+$2.12M	2	0.15%	Increased
513	Sterling Capital Management Charlotte, North Carolina	$3.41M	+$702K	3	0.03%	Increased
514	Ingalls & Snyder LLC New York	$3.41M	+$445K	1	0.19%	Increased
515	PPCM Pillar Pacific Capital Management Pacifica, California	$3.33M	+$120K	1	0.46%	Increased
516	BL BCWM LLC Overland Park, Kansas	$3.33M	+$391K	1	1.48%	Increased
517	Pacer Advisors Malvern, Pennsylvania	$3.33M	+$1.34M	7	0.33%	Increased
518	LIA LS Investment Advisors Bloomfield Hills, Michigan	$3.33M	+$310K	8	0.2%	Increased
519	Norinchukin Bank Tokyo, Japan	$3.29M	+$1.71M	2	0.07%	Increased
520	Hudson Bay Capital Management Stamford, Connecticut	$3.27M	+$3.1M	1	0.07%	Increased
521	PP Prospector Partners Guilford, Connecticut	$3.27M	-$87.1K	1	0.51%	Reduced
522	FIM Freedom Investment Management Hartford, Connecticut	$3.26M	+$308K	6	0.19%	Increased
523	New Mexico Educational Retirement Board Santa Fe, New Mexico	$3.24M	+$688K	3	0.16%	Increased
524	Ladenburg Thalmann Financial Services Miami, Florida	$3.22M	+$16.7K	11	0.04%	Increased
525	Profund Advisors Bethesda, Maryland	$3.22M	-$673K	5	0.15%	Reduced