← 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	EGI EAM Global Investors Solana Beach, California	$3.03M	+$1.73M	2	1.77%	Increased
527	MC Middleton & Co Boston, Massachusetts	$3.02M	-$22.6K	1	0.53%	Reduced
528	Zacks Investment Management Chicago, Illinois	$3.01M	-$50.2K	1	0.07%	Reduced
529	RMCP Red Mountain Capital Partners Los Angeles, California	$2.95M	+$322K	1	5.16%	Increased
530	PIA Piedmont Investment Advisors Durham, North Carolina	$2.94M	+$353K	3	0.12%	Increased
531	Cullen Capital Management New York	$2.94M	-$1.05M	1	0.17%	Reduced
532	OCM Osterweis Capital Management San Francisco, California	$2.94M	+$3.61M	1	0.24%	New
533	SMH Sanders Morris Harris Houston, Texas	$2.93M	+$121K	1	2.86%	Increased
534	NCGI Next Century Growth Investors Plymouth, Minnesota	$2.91M	-$10.6M	1	0.47%	Reduced
535	ICM Invenomic Capital Management Boston, Massachusetts	$2.91M	+$2.79M	2	2.38%	New
536	SIM Sentry Investment Management Stevens Point, Wisconsin	$2.91M	+$583K	4	0.21%	Increased
537	First Eagle Investment Management New York	$2.83M	-$4.41M	1	0.01%	Reduced
538	EW Evoke Wealth Los Angeles, California	$2.81M	-$184K	8	0.4%	Reduced
539	HS Haafor (Singapore) Singapore	$2.8M	-$690K	3	4.51%	Reduced
540	WCM Wallace Capital Management Dallas, Texas	$2.72M	-$83.2K	1	0.52%	Reduced
541	ExodusPoint Capital Management New York	$2.71M	-$4.33M	7	0.15%	Reduced
542	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$2.7M	-$376K	7	0.2%	Reduced
543	Quadrature Capital London, United Kingdom	$2.69M	-$15.9M	3	0.64%	Reduced
544	CM Capital Management Glen Allen, Virginia	$2.69M	+$2.76M	1	0.99%	New
545	Hudson Bay Capital Management Stamford, Connecticut	$2.67M	+$2.63M	1	0.07%	Increased
546	SNS Financial Group Minneapolis, Minnesota	$2.67M	-$162K	1	0.51%	Reduced
547	RBF Capital San Francisco, California	$2.66M	-$72.5K	1	0.35%	Reduced
548	CC Cognios Capital Leawood, Kansas	$2.66M	-$2.32M	3	1.33%	Reduced
549	TCM Tekla Capital Management Boston, Massachusetts	$2.63M	-$1.58M	1	0.12%	Reduced
550	HVIA Hudson Valley Investment Advisors Goshen, New York	$2.63M	-$2.29M	1	0.73%	Reduced