← 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	WCMNY Westchester Capital Management (New York) Valhalla, New York	$3.38M	$0	1	0.13%	Maintained
502	2L 22NW LP Seattle, Washington	$3.36M	+$3.44M	1	2.61%	Increased
503	FQ First Quadrant Glendale, California	$3.35M	+$3.36M	5	0.49%	Increased
504	Ingalls & Snyder LLC New York	$3.35M	-$824K	1	0.23%	Reduced
505	LBD Landsberg Bennett & Dubbaneh Punta Gorda, Florida	$3.35M	-$801K	1	0.94%	Reduced
506	CEP Chicago Equity Partners Chicago, Illinois	$3.35M	-$2.23M	3	0.34%	Reduced
507	Mount Yale Investment Advisors Denver, Colorado	$3.35M	+$22.1K	3	0.75%	Increased
508	SRCM Sage Rock Capital Management New York	$3.32M	-$5.53M	1	1.36%	Reduced
509	FNBOMD First National Bank of Mount Dora Mount Dora, Florida	$3.31M	+$71.6K	1	1.75%	Increased
510	Davenport & Co Richmond, Virginia	$3.29M	-$463K	2	0.05%	Reduced
511	SCM Stonepine Capital Management Bend, Oregon	$3.23M	+$85.4K	1	3.42%	Increased
512	Segall Bryant & Hamill Chicago, Illinois	$3.21M	-$207K	3	0.07%	Reduced
513	Natixis Paris, France	$3.19M	-$8.53M	2	0.03%	Reduced
514	CIC Chase Investment Counsel Charlottesville, Virginia	$3.18M	+$3.29M	1	2.15%	New
515	EFEM Eos Focused Equity Management New York	$3.16M	+$2.13M	1	4.7%	Increased
516	ING Group Amsterdam, Netherlands	$3.13M	+$1.83M	3	0.13%	Increased
517	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$3.13M	+$878K	6	0.05%	Increased
518	Boothbay Fund Management New York	$3.09M	+$1.53M	2	0.26%	Increased
519	BOK Financial Tulsa, Oklahoma	$3.08M	+$1.21M	4	0.09%	Increased
520	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$3.08M	+$137K	5	0.08%	Increased
521	FL Fort LP Chevy Chase, Maryland	$3.08M	-$315K	4	0.69%	Reduced
522	Mariner Overland Park, Kansas	$3.08M	+$180K	2	0.04%	Increased
523	LA Linden Advisors New York	$3.07M	-$546K	1	0.05%	Reduced
524	AGM Alpine Global Management New York	$3.05M	+$2.08M	1	0.63%	Increased
525	TCM Telos Capital Management San Diego, California	$3.04M	-$801K	2	0.75%	Reduced