← 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	LCM Landscape Capital Management Englewood, New Jersey	$7.72M	-$16M	3	0.67%	Reduced
502	TC TownSquare Capital Provo, Utah	$7.58M	+$488K	4	0.11%	Increased
503	Y-Intercept (HK) Hong Kong	$7.55M	+$1.38M	7	0.57%	Increased
504	Moneta Group Investment Advisors St Louis, Missouri	$7.52M	+$6.94M	1	0.12%	Increased
505	HSA Hussman Strategic Advisors Ellicott City, Maryland	$7.49M	+$2.62M	3	1.74%	Increased
506	HCM Hodges Capital Management Dallas, Texas	$7.42M	+$7.15M	1	0.47%	New
507	IECM Intrinsic Edge Capital Management Chicago, Illinois	$7.29M	-$29.2M	1	0.57%	Reduced
508	OCM Osterweis Capital Management San Francisco, California	$7.24M	+$923K	1	0.43%	Increased
509	PHS PFM Health Sciences San Francisco, California	$7.21M	+$6.58M	1	0.34%	New
510	WCF West Coast Financial Santa Barbara, California	$7.2M	-$76.2K	1	0.87%	Reduced
511	Winton Group London, United Kingdom	$7.15M	+$2.3M	5	0.51%	Increased
512	Integral Health Asset Management New York	$7.09M	-$5.29M	1	0.66%	Reduced
513	Daiwa Securities Group Tokyo, Japan	$7.09M	+$1.06M	4	0.04%	Increased
514	LCG Lisanti Capital Growth New York	$7.08M	+$964K	2	1.73%	Increased
515	AC AWH Capital Dallas, Texas	$7.05M	+$1.16M	1	6.49%	Increased
516	NCGI Next Century Growth Investors Plymouth, Minnesota	$6.97M	+$220K	1	0.61%	Increased
517	Advisors Asset Management Monument, Colorado	$6.9M	-$251K	6	0.13%	Reduced
518	Maryland State Retirement & Pension System Baltimore, Maryland	$6.89M	-$440K	9	0.14%	Reduced
519	Miller Howard Investments Kingston, New York	$6.87M	-$86	1	0.23%	Reduced
520	Dai-ichi Life Insurance Company Tokyo, Japan	$6.83M	-$4.47M	3	0.15%	Reduced
521	Centiva Capital New York	$6.82M	+$2.27M	11	0.17%	Increased
522	Jump Financial Chicago, Illinois	$6.73M	-$47.8K	7	0.18%	Reduced
523	B. Metzler seel. Sohn & Co Frankfurt, Germany	$6.73M	+$46.7K	6	0.07%	Increased
524	SCA Snowden Capital Advisors New York	$6.72M	+$5.18M	3	0.21%	Increased
525	SI Sapience Investments Newport Beach, California	$6.72M	-$1.7M	2	2.23%	Reduced