← 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	Mariner Overland Park, Kansas	$3.35M	+$531K	3	0.13%	Increased
527	AIM Alambic Investment Management Belvedere, California	$3.33M	+$2.47M	3	0.4%	Increased
528	Ladenburg Thalmann Financial Services Miami, Florida	$3.25M	-$296K	11	0.03%	Reduced
529	MSR Main Street Research Lakeville, Connecticut	$3.17M	-$136K	1	0.48%	Reduced
530	EFEM Eos Focused Equity Management New York	$3.16M	+$594K	1	5.14%	Increased
531	Cerity Partners New York	$3.12M	+$187K	4	0.21%	Increased
532	Kayne Anderson Rudnick Investment Management Los Angeles, California	$3.11M	+$1.05M	1	0.03%	Increased
533	SNB Security National Bank Omaha, Nebraska	$3.11M	-$669K	1	2.02%	Reduced
534	ACM Argyle Capital Management Center Valley, Pennsylvania	$3.09M	-$7.1K	2	1.16%	Reduced
535	SFM Systematic Financial Management Teaneck, New Jersey	$3.07M	-$729K	2	0.06%	Reduced
536	TCM Twin Capital Management Mcmurray, Pennsylvania	$3.05M	-$1.04M	1	0.15%	Reduced
537	WCM Wallace Capital Management Dallas, Texas	$3.03M	+$2.63K	1	0.46%	Increased
538	RIM Redpoint Investment Management Sydney, NSW, Australia	$3.03M	+$2.83M	3	0.17%	New
539	Eagle Global Advisors Houston, Texas	$3.03M	-$6.96K	1	0.09%	Reduced
540	Wedge Capital Management Charlotte, North Carolina	$3.03M	-$411K	2	0.03%	Reduced
541	Quantbot Technologies New York	$3.02M	-$4.13M	5	0.28%	Reduced
542	IAM Impax Asset Management Portsmouth, New Hampshire	$3.01M	-$1.35M	1	0.17%	Reduced
543	BCM Bayesian Capital Management Brooklyn, New York	$3.01M	+$248K	4	0.61%	Increased
544	SP Summit Partners Boston, Massachusetts	$3.01M	$0	1	0.37%	Maintained
545	Sterling Capital Management Charlotte, North Carolina	$2.99M	+$224K	3	0.03%	Increased
546	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$2.97M	-$504K	4	0.02%	Reduced
547	GIA Gargoyle Investment Advisor Englewood, New Jersey	$2.94M	$0	1	1.17%	Maintained
548	OCG Opus Capital Group Cincinnati, Ohio	$2.94M	+$3.45M	1	0.65%	New
549	SIM Sentry Investment Management Stevens Point, Wisconsin	$2.93M	+$95K	3	0.16%	Increased
550	Hardman Johnston Global Advisors Stamford, Connecticut	$2.93M	$0	1	0.12%	Maintained