← 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	Candriam SCA Strassen, Luxembourg, Luxembourg	$2.66M	+$731K	2	0.07%	Increased
527	CAM ClariVest Asset Management San Diego, California	$2.66M	+$261K	2	0.08%	Increased
528	PAM Princeton Alpha Management Princeton Junction, New Jersey	$2.64M	-$319K	2	0.47%	Reduced
529	Ingalls & Snyder LLC New York	$2.63M	-$526K	2	0.16%	Reduced
530	Thrivent Financial for Lutherans Minneapolis, Minnesota	$2.63M	+$190K	4	0.01%	Increased
531	FM Foster & Motley Cincinnati, Ohio	$2.61M	-$183K	1	0.52%	Reduced
532	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$2.59M	-$721K	2	0.29%	Reduced
533	SIM Sentry Investment Management Stevens Point, Wisconsin	$2.59M	$0	2	0.11%	Maintained
534	P Pitcairn Conshohocken, Pennsylvania	$2.58M	-$1.24M	2	0.33%	Reduced
535	Moneta Group Investment Advisors St Louis, Missouri	$2.55M	+$481K	1	0.56%	Increased
536	GS GAM Systematic Cambridge, United Kingdom	$2.51M	-$1.09M	4	0.6%	Reduced
537	MUFG Americas New York	$2.47M	+$83K	6	0.09%	Increased
538	ARTA A.R.T. Advisors New York	$2.47M	-$4.85M	3	0.12%	Reduced
539	BAS Brown Advisory Securities Baltimore, Maryland	$2.47M	-$64.3K	1	0.77%	Reduced
540	LIM Leavell Investment Management Mobile, Alabama	$2.44M	$0	3	0.36%	Maintained
541	GP GLG Partners London, United Kingdom	$2.44M	$0	1	0.07%	Maintained
542	BAC Boys Arnold & Co Asheville, North Carolina	$2.43M	+$463K	1	0.42%	Increased
543	PCM Prelude Capital Management New York	$2.4M	-$736K	4	0.34%	Reduced
544	CIBC World Markets New York	$2.39M	-$202K	1	0.06%	Reduced
545	CONA Capital One National Association New York	$2.37M	-$47.3K	2	0.19%	Reduced
546	LCS Levin Capital Strategies New York	$2.35M	-$36.9M	1	0.04%	Reduced
547	Bank of Nova Scotia Toronto, Ontario, Canada	$2.34M	-$591K	3	0.01%	Reduced
548	LBC Lowe Brockenbrough & Co Richmond, Virginia	$2.31M	-$1.82K	2	0.4%	Reduced
549	FA FDx Advisors Chicago, Illinois	$2.29M	-$45.7K	3	0.1%	Reduced
550	Commerce Bank Kansas City, Missouri	$2.28M	-$153K	2	0.04%	Reduced