← 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	IndexIQ Advisors New York	$3.04M	+$296K	1	0.15%	Increased
527	Thrivent Financial for Lutherans Minneapolis, Minnesota	$3.04M	-$1.44M	5	0.01%	Reduced
528	Ingalls & Snyder LLC New York	$3.01M	-$77.2K	1	0.16%	Reduced
529	Private Advisor Group Morristown, New Jersey	$2.99M	+$1.08M	3	0.1%	Increased
530	CCFCSB Cape Cod Five Cents Savings Bank Orleans, Massachusetts	$2.97M	+$132K	1	0.52%	Increased
531	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$2.94M	-$865K	3	2.18%	Reduced
532	ACM Argyle Capital Management Center Valley, Pennsylvania	$2.93M	-$27.9K	2	1.25%	Reduced
533	PDN Pensionfund DSM Netherlands Sittard, Netherlands	$2.92M	-$306K	1	0.42%	Reduced
534	Brandywine Global Investment Management Philadelphia, Pennsylvania	$2.9M	-$31.7M	1	0.02%	Reduced
535	HIM Hanlon Investment Management Egg Harbor Township, New Jersey	$2.9M	+$2.74M	1	0.34%	New
536	RPAM Rhenman & Partners Asset Management Stockholm, Sweden	$2.89M	-$623K	1	0.55%	Reduced
537	New Mexico Educational Retirement Board Santa Fe, New Mexico	$2.88M	-$395K	2	0.13%	Reduced
538	PC Permit Capital West Conshohocken, Pennsylvania	$2.88M	$0	1	1.97%	Maintained
539	B BP London, United Kingdom	$2.82M	+$38.5K	2	0.11%	Increased
540	SGH Sivik Global Healthcare Greenwich, Connecticut	$2.79M	+$1.01M	1	1.33%	Increased
541	Eagle Global Advisors Houston, Texas	$2.79M	$0	1	0.08%	Maintained
542	North Star Asset Management Neenah, Wisconsin	$2.76M	-$54.5K	1	0.3%	Reduced
543	IMIM Irving Magee Investment Management Conshohocken, Pennsylvania	$2.74M	$0	1	1.06%	Maintained
544	TH Timber Hill Greenwich, Connecticut	$2.74M	+$2.61M	3	0.01%	New
545	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$2.73M	-$2.64M	2	0.38%	Reduced
546	Old Mission Capital Chicago, Illinois	$2.73M	+$1.33M	2	0.21%	Increased
547	LIA LS Investment Advisors Bloomfield Hills, Michigan	$2.73M	-$393K	8	0.19%	Reduced
548	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$2.7M	-$376K	3	0.05%	Reduced
549	SP Summit Partners Boston, Massachusetts	$2.67M	$0	1	0.73%	Maintained
550	Wasatch Advisors Salt Lake City, Utah	$2.65M	-$191K	1	0.04%	Reduced