← 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	BCM Barometer Capital Management Toronto, Ontario, Canada	$4.03M	+$3.44M	1	0.75%	New
527	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$3.97M	+$145K	6	0.06%	Increased
528	MAM Meeder Asset Management Dublin, Ohio	$3.89M	-$982K	8	0.25%	Reduced
529	TCM Telos Capital Management San Diego, California	$3.81M	-$112K	2	0.74%	Reduced
530	Tower Research Capital (TRC) New York	$3.8M	+$2.25M	14	0.16%	Increased
531	Catalyst Capital Advisors Huntington, New York	$3.78M	-$328K	1	0.2%	Reduced
532	Aptus Capital Advisors Fairhope, Alabama	$3.77M	+$2.14M	2	0.24%	Increased
533	Hotchkis & Wiley Capital Management Los Angeles, California	$3.75M	-$914K	1	0.02%	Reduced
534	RBA Richard Bernstein Advisors New York	$3.73M	-$2.49M	1	0.12%	Reduced
535	AAMA Advanced Asset Management Advisors Dublin, Ohio	$3.73M	+$867K	1	1.09%	Increased
536	UFF USA Financial Formulas Ada, Michigan	$3.71M	+$1.63M	4	2.76%	Increased
537	EW Evoke Wealth Los Angeles, California	$3.7M	-$23.5K	8	0.36%	Reduced
538	CEI Clark Estates Inc New York	$3.64M	$0	1	0.64%	Maintained
539	CC Cannell & Co New York	$3.56M	-$33.6K	1	0.14%	Reduced
540	Mariner Overland Park, Kansas	$3.54M	-$66.6K	2	0.04%	Reduced
541	BCM Bayesian Capital Management Brooklyn, New York	$3.52M	-$1.41M	4	0.78%	Reduced
542	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$3.49M	+$29.1K	7	0.21%	Increased
543	EAM Eukles Asset Management Cincinnati, Ohio	$3.44M	+$116K	1	2.93%	Increased
544	MC Middleton & Co Boston, Massachusetts	$3.44M	+$52.8K	1	0.49%	Increased
545	TCM Tekla Capital Management Boston, Massachusetts	$3.42M	$0	1	0.13%	Maintained
546	Barings Charlotte, North Carolina	$3.41M	$0	4	0.11%	Maintained
547	Kentucky Retirement Systems Frankfort, Kentucky	$3.4M	-$712K	4	0.24%	Reduced
548	Advisory Services Network Atlanta, Georgia	$3.39M	+$2.01M	4	0.19%	Increased
549	DA Duality Advisers Miami, Florida	$3.31M	+$2.85M	1	0.3%	New
550	TAMH Taikang Asset Management (HK) Hong Kong	$3.3M	+$28K	1	0.59%	Increased