← 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	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$4.61M	+$1.02M	5	0.06%	Increased
502	TCM Twin Capital Management Mcmurray, Pennsylvania	$4.58M	-$135K	2	0.23%	Reduced
503	Regions Financial Corp Birmingham, Alabama	$4.55M	-$107K	8	0.05%	Reduced
504	Nantahala Capital Management New Canaan, Connecticut	$4.54M	+$4.04M	1	0.18%	New
505	Norinchukin Bank Tokyo, Japan	$4.47M	+$764K	3	0.07%	Increased
506	FVCM F&V Capital Management Boca Raton, Florida	$4.44M	-$208K	1	2.55%	Reduced
507	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$4.42M	+$1.35M	1	0.65%	Increased
508	BL BCWM LLC Overland Park, Kansas	$4.4M	+$860K	1	1.92%	Increased
509	DIA Dean Investment Associates Beavercreek, Ohio	$4.37M	+$39.9K	2	0.65%	Increased
510	KCP Kenmare Capital Partners New York	$4.36M	+$68.9K	1	5.03%	Increased
511	LCS Levin Capital Strategies New York	$4.3M	+$4.49M	1	0.07%	New
512	TCM Thames Capital Management Roseland, New Jersey	$4.28M	+$3.32M	1	1.47%	New
513	Bank of Nova Scotia Toronto, Ontario, Canada	$4.27M	-$779K	3	0.02%	Reduced
514	WAM World Asset Management Detroit, Michigan	$4.22M	-$374K	6	0.2%	Reduced
515	Mairs & Power Inc St Paul, Minnesota	$4.21M	+$3.81M	1	0.05%	New
516	RHFI Reilly Herbert Faulkner III	$4.18M	+$155K	1	2.27%	Increased
517	HCM Hodges Capital Management Dallas, Texas	$4.18M	+$3.78M	1	0.31%	New
518	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$4.15M	+$361K	4	0.04%	Increased
519	CBNLCF Cognios Beta Neutral Large Cap Fund Prairie Village, Kansas	$4.14M	+$4.18M	2	1.45%	New
520	CC Cognios Capital Leawood, Kansas	$4.14M	-$733K	2	1.45%	Reduced
521	Quantbot Technologies New York	$4.14M	-$6.9M	6	0.28%	Reduced
522	ETrade Capital Management Arlington, Virginia	$4.1M	+$1.03M	6	0.13%	Increased
523	CIBC Private Wealth Group Atlanta, Georgia	$4.08M	+$1.65M	8	0.02%	Increased
524	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$4.07M	-$228K	5	0.1%	Reduced
525	LIA LS Investment Advisors Bloomfield Hills, Michigan	$4.03M	+$852K	8	0.24%	Increased