← 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	ANI American National Insurance Galveston, Texas	$6.03M	-$4.53M	1	0.23%	Reduced
502	North Star Asset Management Neenah, Wisconsin	$5.81M	-$2.3M	1	0.32%	Reduced
503	Jefferies Group New York	$5.77M	+$3.31M	2	0.04%	Increased
504	TAIM Te Ahumairangi Investment Management Wellington, New Zealand	$5.74M	+$450K	1	0.75%	Increased
505	OCM Osterweis Capital Management San Francisco, California	$5.69M	+$5.83M	1	0.29%	New
506	JC Jetstream Capital Brentwood, Tennessee	$5.66M	+$3.31M	1	4.36%	Increased
507	Clifford Swan Investment Counsel Pasadena, California	$5.65M	+$5.86M	1	0.21%	Increased
508	SCM Stanley Capital Management Houston, Texas	$5.64M	+$5.35M	1	2.14%	New
509	JSP Jackson Square Partners Larkspur, California	$5.64M	+$4.34M	1	0.03%	Increased
510	PHP Parkman Healthcare Partners Stamford, Connecticut	$5.6M	+$4.23M	1	1.22%	Increased
511	KOCAA Knights of Columbus Asset Advisors New Haven, Connecticut	$5.59M	-$182K	1	0.52%	Reduced
512	CC Cannell & Co New York	$5.53M	$0	1	0.17%	Maintained
513	LBD Landsberg Bennett & Dubbaneh Punta Gorda, Florida	$5.53M	+$111K	1	0.72%	Increased
514	PCM Portolan Capital Management Boston, Massachusetts	$5.48M	-$12.2M	1	0.39%	Reduced
515	OAM Optimal Asset Management Los Altos, California	$5.47M	-$400	3	0.65%	Reduced
516	TCM Telos Capital Management San Diego, California	$5.45M	+$211K	1	0.72%	Increased
517	New Mexico Educational Retirement Board Santa Fe, New Mexico	$5.44M	+$237K	6	0.19%	Increased
518	Davidson Kempner Capital Management New York	$5.43M	+$2.08M	1	0.04%	Increased
519	Maryland State Retirement & Pension System Baltimore, Maryland	$5.42M	-$536K	4	0.18%	Reduced
520	C WorldWide Group Copenhagen, Denmark	$5.38M	+$543K	1	0.06%	Increased
521	Cambridge Investment Research Advisors Fairfield, Iowa	$5.38M	-$31.6K	8	0.03%	Reduced
522	EAM Eukles Asset Management Cincinnati, Ohio	$5.38M	+$574K	2	2.98%	Increased
523	YCMGA York Capital Management Global Advisors New York	$5.31M	+$955K	1	0.6%	Increased
524	Burney Company Reston, Virginia	$5.3M	+$3.86M	4	0.25%	Increased
525	EF Exeter Financial Scottsdale, Arizona	$5.28M	-$13.6K	2	3.06%	Reduced