← 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	QIM Quantitative Investment Management Charlottesville, Virginia	$3.96M	-$18.1M	2	0.06%	Reduced
502	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$3.93M	-$2.66M	5	0.12%	Reduced
503	FIM Freedom Investment Management Hartford, Connecticut	$3.92M	-$671K	5	0.2%	Reduced
504	Norinchukin Bank Tokyo, Japan	$3.92M	-$856K	3	0.07%	Reduced
505	GCC Game Creek Capital Boston, Massachusetts	$3.9M	+$3.89M	2	1.09%	New
506	HS HighVista Strategies Boston, Massachusetts	$3.9M	+$2.36M	2	1.09%	Increased
507	CCFCSB Cape Cod Five Cents Savings Bank Orleans, Massachusetts	$3.89M	-$83.1K	1	0.58%	Reduced
508	Candriam SCA Strassen, Luxembourg, Luxembourg	$3.88M	-$1.01M	2	0.07%	Reduced
509	DIA Dean Investment Associates Beavercreek, Ohio	$3.86M	-$3.77M	1	0.59%	Reduced
510	CCS Crosspoint Capital Strategies Orinda, California	$3.82M	-$38K	2	3.16%	Reduced
511	JP Morgan Private Wealth Advisors San Francisco, California	$3.73M	-$240K	5	0.02%	Reduced
512	Segall Bryant & Hamill Chicago, Illinois	$3.72M	+$375K	3	0.08%	Increased
513	PPCM Pillar Pacific Capital Management Pacifica, California	$3.71M	+$44.6K	1	0.45%	Increased
514	PFC Poplar Forest Capital Pasadena, California	$3.7M	+$3.15M	1	0.3%	New
515	BL BCWM LLC Overland Park, Kansas	$3.67M	+$96.9K	1	1.5%	Increased
516	Daiwa Securities Group Tokyo, Japan	$3.65M	-$457K	4	0.03%	Reduced
517	GHAM Gilman Hill Asset Management New Canaan, Connecticut	$3.56M	+$4.18M	1	1.45%	New
518	Seizert Capital Partners Birmingham, Michigan	$3.53M	-$1.77M	1	0.13%	Reduced
519	SGAM Smith Group Asset Management Dallas, Texas	$3.52M	+$3.49M	2	0.11%	Increased
520	Advisor Group Phoenix, Arizona	$3.5M	+$358K	11	0.05%	Increased
521	3C 361 Capital Denver, Colorado	$3.44M	+$1.18M	2	0.85%	Increased
522	Shelton Capital Management Denver, Colorado	$3.37M	-$3.33M	3	0.22%	Reduced
523	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$3.37M	+$3.18M	2	1.53%	New
524	DIA Denver Investment Advisors Denver, Colorado	$3.36M	+$598K	1	0.17%	Increased
525	People's United Financial Bridgeport, Connecticut	$3.35M	-$1.45M	2	0.1%	Reduced