← 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	Daiwa Securities Group Tokyo, Japan	$4.32M	+$596K	4	0.03%	Increased
502	Advisor Group Phoenix, Arizona	$4.27M	+$754K	12	0.06%	Increased
503	FIM Freedom Investment Management Hartford, Connecticut	$4.26M	-$108K	5	0.22%	Reduced
504	SCM Sio Capital Management New York	$4.25M	+$4.88M	1	2.56%	New
505	PFC Poplar Forest Capital Pasadena, California	$4.2M	+$910K	1	0.36%	Increased
506	DIA Dean Investment Associates Beavercreek, Ohio	$4.18M	+$647K	2	0.62%	Increased
507	Candriam SCA Strassen, Luxembourg, Luxembourg	$4.11M	+$260K	2	0.07%	Increased
508	CCFCSB Cape Cod Five Cents Savings Bank Orleans, Massachusetts	$4.1M	-$399K	1	0.64%	Reduced
509	Ameritas Investment Partners Lincoln, Nebraska	$4.03M	-$426K	9	0.19%	Reduced
510	PGIM Pacific Global Investment Management Glendale, California	$4.03M	-$199K	3	0.91%	Reduced
511	Everett Harris & Co Los Angeles, California	$4.02M	-$111K	1	0.11%	Reduced
512	Pacer Advisors Malvern, Pennsylvania	$4.02M	-$167K	5	0.22%	Reduced
513	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$3.98M	+$32.6K	6	0.12%	Increased
514	PP Prospector Partners Guilford, Connecticut	$3.94M	+$196K	1	0.58%	Increased
515	Simplex Trading Chicago, Illinois	$3.88M	+$2.56M	6	0.17%	Increased
516	RHFI Reilly Herbert Faulkner III	$3.83M	+$73.8K	1	2.18%	Increased
517	CCM Chickasaw Capital Management Memphis, Tennessee	$3.77M	-$22.4K	1	0.09%	Reduced
518	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$3.75M	-$715K	4	0.04%	Reduced
519	MHP Manatuck Hill Partners Westport, Connecticut	$3.73M	-$700K	1	1.97%	Reduced
520	GIPM G2 Investment Partners Management New York	$3.72M	+$3.74M	1	1.46%	New
521	EMG Ellington Management Group Old Greenwich, Connecticut	$3.71M	+$1.34M	4	0.27%	Increased
522	BL BCWM LLC Overland Park, Kansas	$3.69M	+$93.9K	1	1.57%	Increased
523	CI Caerus Investors New York	$3.69M	+$2.01M	1	2.41%	Increased
524	JIR James Investment Research Alpha, Ohio	$3.65M	+$1.27M	2	0.14%	Increased
525	Laurion Capital Management New York	$3.63M	-$5.86M	3	0.03%	Reduced