← 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	Norinchukin Bank Tokyo, Japan	$3.62M	-$367K	3	0.06%	Reduced
527	MUFG Securities EMEA London, United Kingdom	$3.62M	+$4.03M	1	0.08%	New
528	SAM Symphony Asset Management San Francisco, California	$3.59M	-$672K	1	0.46%	Reduced
529	FQ First Quadrant Glendale, California	$3.5M	-$5.93M	4	0.07%	Reduced
530	MA Marshwinds Advisory St Simons Island, Georgia	$3.48M	-$89.1K	3	1.65%	Reduced
531	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$3.44M	-$2.89M	3	0.05%	Reduced
532	Ladenburg Thalmann Financial Services Miami, Florida	$3.42M	+$117K	11	0.03%	Increased
533	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$3.4M	+$283K	5	0.02%	Increased
534	FL Fort LP Chevy Chase, Maryland	$3.36M	-$2.53M	1	0.81%	Reduced
535	Segall Bryant & Hamill Chicago, Illinois	$3.35M	-$129K	3	0.08%	Reduced
536	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$3.33M	+$1.33M	6	0.59%	Increased
537	TCM Tekla Capital Management Boston, Massachusetts	$3.33M	+$3.2M	1	0.13%	New
538	SNB Security National Bank Omaha, Nebraska	$3.3M	-$299K	1	2.21%	Reduced
539	DIA Denver Investment Advisors Denver, Colorado	$3.29M	-$169K	1	0.17%	Reduced
540	Mariner Overland Park, Kansas	$3.27M	-$48.1K	3	0.12%	Reduced
541	CT Coastline Trust Providence, Rhode Island	$3.22M	+$401K	2	0.5%	Increased
542	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$3.22M	+$3.22M	1	0.38%	New
543	GHAM Gilman Hill Asset Management New Canaan, Connecticut	$3.15M	+$252K	1	1.38%	Increased
544	EFEM Eos Focused Equity Management New York	$3.15M	+$51.5K	1	5.31%	Increased
545	Hennessy Advisors Inc Novato, California	$3.13M	+$3.13M	1	0.11%	New
546	Shelton Capital Management Denver, Colorado	$3.11M	-$269K	2	0.2%	Reduced
547	PAIM Punch & Associates Investment Management Edina, Minnesota	$3.1M	+$1.31M	1	0.27%	Increased
548	Granahan Investment Management Waltham, Massachusetts	$3.09M	+$3.11M	1	0.22%	New
549	WC Wexford Capital West Palm Beach, Florida	$3.06M	+$2.67M	1	0.22%	Increased
550	Eagle Global Advisors Houston, Texas	$3.02M	+$74.7K	1	0.1%	Increased