← 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
526	ACM Argyle Capital Management Center Valley, Pennsylvania	$2.61M	-$129K	1	1.19%	Reduced
527	Palisade Capital Management Fort Lee, New Jersey	$2.55M	-$227K	1	0.08%	Reduced
528	Verition Fund Management Greenwich, Connecticut	$2.52M	+$243K	4	0.41%	Increased
529	Cubist Systematic Strategies Stamford, Connecticut	$2.5M	-$7.65M	3	0.14%	Reduced
530	Ameritas Investment Partners Lincoln, Nebraska	$2.44M	$0	4	0.16%	Maintained
531	GP GLG Partners London, United Kingdom	$2.44M	-$5.43M	1	0.07%	Reduced
532	SIM Sentry Investment Management Stevens Point, Wisconsin	$2.43M	$0	2	0.11%	Maintained
533	BAS Brown Advisory Securities Baltimore, Maryland	$2.41M	+$68.9K	1	0.79%	Increased
534	CONA Capital One National Association New York	$2.37M	+$102K	2	0.21%	Increased
535	LBC Lowe Brockenbrough & Co Richmond, Virginia	$2.33M	+$6K	2	0.4%	Increased
536	LIM Leavell Investment Management Mobile, Alabama	$2.33M	-$65.3K	3	0.35%	Reduced
537	SCCM Schafer Cullen Capital Management New York	$2.32M	-$213K	1	0.03%	Reduced
538	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$2.31M	+$349K	2	0.28%	Increased
539	Veritable Wilmington, Delaware	$2.31M	+$20.4K	2	0.06%	Increased
540	Commerce Bank Kansas City, Missouri	$2.3M	-$723K	2	0.04%	Reduced
541	CCFCSB Cape Cod Five Cents Savings Bank Orleans, Massachusetts	$2.3M	+$149K	1	0.44%	Increased
542	Thrivent Financial for Lutherans Minneapolis, Minnesota	$2.29M	-$411K	4	0.01%	Reduced
543	FIM Freedom Investment Management Hartford, Connecticut	$2.29M	-$254K	4	0.17%	Reduced
544	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$2.27M	-$991K	2	0.71%	Reduced
545	MUFG Americas New York	$2.25M	+$67.2K	5	0.08%	Increased
546	Glazer Capital LLC New York	$2.23M	+$2.21M	1	0.34%	New
547	FA FDx Advisors Chicago, Illinois	$2.23M	-$90.5K	3	0.1%	Reduced
548	Financial Engines Advisors Santa Clara, California	$2.17M	-$106K	1	1.8%	Reduced
549	CAM ClariVest Asset Management San Diego, California	$2.17M	+$2.1M	2	0.07%	New
550	FBT First Bankers Trust Louisville, Kentucky	$2.16M	-$52.4K	2	0.9%	Reduced