← 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	PP PDT Partners New York	$6.73M	-$4.35M	4	0.38%	Reduced
502	HCA Harbor Capital Advisors Chicago, Illinois	$6.7M	+$102K	10	0.28%	Increased
503	CWA Asset Management Group Naples, Florida	$6.68M	+$5.8M	4	0.28%	Increased
504	GD Grandfield & Dodd New York	$6.63M	+$2.95M	1	0.39%	Increased
505	Wolverine Trading Chicago, Illinois	$6.59M	+$597K	8	0.01%	Increased
506	TC Towle & Co Denver, Colorado	$6.58M	-$547K	1	1.55%	Reduced
507	Carson Wealth (CWM LLC) Omaha, Nebraska	$6.57M	-$3M	19	0.02%	Reduced
508	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$6.57M	+$158K	3	0.06%	Increased
509	AA ABC Arbitrage Paris, France	$6.55M	+$596K	1	0.75%	Increased
510	OMERS Administration Corp Toronto, Ontario, Canada	$6.55M	-$541K	5	0.05%	Reduced
511	Impax Asset Management Group London, United Kingdom	$6.49M	$0	1	0.04%	Maintained
512	CCFCSB Cape Cod Five Cents Savings Bank Orleans, Massachusetts	$6.48M	$0	1	0.59%	Maintained
513	Prudential plc London, England, United Kingdom	$6.47M	-$7.6M	3	0.04%	Reduced
514	FCM Fieldview Capital Management Niles, Michigan	$6.4M	+$3.82M	3	0.97%	Increased
515	MAM Montanaro Asset Management London, United Kingdom	$6.37M	$0	1	1.64%	Maintained
516	Tower Research Capital (TRC) New York	$6.37M	+$2.1M	20	0.17%	Increased
517	FCM Fortis Capital Management Bellevue, Washington	$6.31M	+$308K	1	0.98%	Increased
518	Summit Trail Advisors New York	$6.29M	+$2.78M	7	0.11%	Increased
519	QAM QSM Asset Management London, United Kingdom	$6.29M	-$398K	1	5.79%	Reduced
520	Cambridge Investment Research Advisors Fairfield, Iowa	$6.29M	+$151K	5	0.02%	Increased
521	Cambiar Investors Denver, Colorado	$6.28M	-$67.9K	1	0.26%	Reduced
522	Perpetual Ltd Sydney, New South Wales, Australia	$6.27M	-$154K	1	0.07%	Reduced
523	Lansforsakringar Fondforvaltning Stockholm, Sweden	$6.22M	-$19.3K	3	0.04%	Reduced
524	SIA SGL Investment Advisors Missoula, Montana	$6.2M	-$407K	2	2.95%	Reduced
525	RTW Investments New York	$6.18M	+$3.87M	1	0.09%	Increased