← 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	Achmea Investment Management Zeist, Netherlands	$3.29M	+$761K	3	0.19%	Increased
502	MAM Majedie Asset Management London, United Kingdom	$3.28M	-$410K	1	0.27%	Reduced
503	CCM Chickasaw Capital Management Memphis, Tennessee	$3.27M	$0	1	0.07%	Maintained
504	Ladenburg Thalmann Financial Services Miami, Florida	$3.23M	+$33.9K	11	0.03%	Increased
505	MIM Midwest Investment Management Cleveland, Ohio	$3.22M	-$158K	1	2.65%	Reduced
506	FRM Fox Run Management Greenwich, Connecticut	$3.21M	+$2.14M	5	0.91%	Increased
507	BL BCWM LLC Overland Park, Kansas	$3.2M	+$55K	1	1.34%	Increased
508	Barings Charlotte, North Carolina	$3.18M	-$4.26M	4	0.06%	Reduced
509	WCM Wallace Capital Management Dallas, Texas	$3.16M	-$169	1	0.51%	Reduced
510	New Mexico Educational Retirement Board Santa Fe, New Mexico	$3.14M	$0	3	0.15%	Maintained
511	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$3.09M	+$98.9K	4	0.01%	Increased
512	ING Group Amsterdam, Netherlands	$3.08M	-$549K	5	0.06%	Reduced
513	Wedge Capital Management Charlotte, North Carolina	$2.92M	+$651K	2	0.03%	Increased
514	Advisor Group Phoenix, Arizona	$2.9M	+$195K	11	0.05%	Increased
515	Private Advisor Group Morristown, New Jersey	$2.83M	-$14.4K	3	0.07%	Reduced
516	Eagle Global Advisors Houston, Texas	$2.83M	-$14.3K	1	0.09%	Reduced
517	FMA FNY Managed Accounts New York	$2.76M	+$2.68M	5	3.61%	Increased
518	MSR Main Street Research Lakeville, Connecticut	$2.76M	-$8.77M	1	0.44%	Reduced
519	LIA LS Investment Advisors Bloomfield Hills, Michigan	$2.75M	-$490K	8	0.16%	Reduced
520	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$2.73M	-$1.81M	5	0.6%	Reduced
521	Cerity Partners New York	$2.73M	+$1.75M	4	0.19%	Increased
522	Segall Bryant & Hamill Chicago, Illinois	$2.72M	-$1.2M	3	0.06%	Reduced
523	Hardman Johnston Global Advisors Stamford, Connecticut	$2.72M	-$31.9K	1	0.12%	Reduced
524	ACM Argyle Capital Management Center Valley, Pennsylvania	$2.71M	-$44.9K	2	1.06%	Reduced
525	Cubist Systematic Strategies Stamford, Connecticut	$2.71M	-$7.78M	7	0.15%	Reduced