← 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	CC Cannell & Co New York	$4.88M	-$250K	1	0.17%	Reduced
502	People's United Financial Bridgeport, Connecticut	$4.84M	-$369K	2	0.15%	Reduced
503	VCM Virtue Capital Management Brentwood, Tennessee	$4.81M	+$2.99M	1	1.02%	Increased
504	FTCM Fir Tree Capital Management New York	$4.8M	+$4.85M	1	0.26%	New
505	MPAM Monarch Partners Asset Management Boston, Massachusetts	$4.68M	-$8.35M	1	0.42%	Reduced
506	BG Bollard Group Boston, Massachusetts	$4.67M	+$77.9K	2	0.19%	Increased
507	PFC Phocas Financial Corp Alameda, California	$4.66M	+$4.88M	2	0.41%	Increased
508	PP Prospector Partners Guilford, Connecticut	$4.65M	+$255K	1	0.64%	Increased
509	WBC Westpac Banking Corp Sydney, Australia	$4.64M	+$13.3M	3	0.08%	Increased
510	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$4.63M	-$190K	6	0.07%	Reduced
511	FNT First Nebraska Trust Lincoln, Nebraska	$4.62M	-$62.4K	2	0.78%	Reduced
512	ATFA All Terrain Financial Advisors Coon Rapids, Minnesota	$4.61M	$0	2	1.89%	Maintained
513	Chartwell Investment Partners Berywn, Pennsylvania	$4.55M	+$4.16M	1	0.13%	New
514	OneDigital Investment Advisors Overland Park, Kansas	$4.55M	+$40.1K	5	1.07%	Increased
515	Twin Tree Management Dallas, Texas	$4.54M	-$3.86M	4	0.03%	Reduced
516	Wolverine Trading Chicago, Illinois	$4.51M	-$1.57M	5	0.01%	Reduced
517	AAM Auxier Asset Management Aurora, Oregon	$4.5M	-$431K	3	0.85%	Reduced
518	TCW Group Los Angeles, California	$4.49M	-$1.92M	1	0.04%	Reduced
519	B BP London, United Kingdom	$4.45M	-$1.72M	3	0.14%	Reduced
520	SAM Serengeti Asset Management New York	$4.36M	-$2.76M	1	0.7%	Reduced
521	FVCM F&V Capital Management Boca Raton, Florida	$4.32M	+$110K	1	2.33%	Increased
522	DCM Dynamic Capital Management St. Helier, Jersey	$4.29M	+$3.35M	2	5.76%	Increased
523	Dana Investment Advisors Waukesha, Wisconsin	$4.28M	+$2.11M	2	0.18%	Increased
524	Private Advisor Group Morristown, New Jersey	$4.28M	+$2.66M	4	0.09%	Increased
525	PVH Psagot Value Holdings Tel Aviv, Israel	$4.25M	-$1.13M	1	0.19%	Reduced