← 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	ACM Archon Capital Management Seattle, Washington	$5.78M	$0	1	0.71%	Maintained
527	Gotham Asset Management New York	$5.78M	+$614K	6	0.18%	Increased
528	Mariner Overland Park, Kansas	$5.75M	+$1.43M	4	0.02%	Increased
529	Fuller & Thaler Asset Management San Mateo, California	$5.74M	-$354K	2	0.03%	Reduced
530	NM Newtyn Management New York	$5.67M	+$472K	2	1.36%	Increased
531	ING Group Amsterdam, Netherlands	$5.65M	-$2.54M	3	0.06%	Reduced
532	Meag Munich Ergo Munich, Germany	$5.62M	-$1.9M	2	0.41%	Reduced
533	BAM Blueshift Asset Management Red Bank, New Jersey	$5.61M	-$932K	8	0.51%	Reduced
534	CEI Clark Estates Inc New York	$5.59M	+$2.77M	2	0.88%	Increased
535	OQS Occudo Quantitative Strategies Fort Lauderdale, Florida	$5.59M	+$2.14M	7	0.47%	Increased
536	KIC Keating Investment Counselors Delray Beach, Florida	$5.58M	+$76.1K	1	2.39%	Increased
537	SAM Securian Asset Management St Paul, Minnesota	$5.53M	-$103K	4	0.11%	Reduced
538	RBF Capital San Francisco, California	$5.52M	+$3.11M	4	0.35%	Increased
539	Trexquant Investment Stamford, Connecticut	$5.52M	-$6.23M	7	0.26%	Reduced
540	MLICM Metropolitan Life Insurance Company (MetLife) New York	$5.48M	-$9.12M	14	0.2%	Reduced
541	FHB First Hawaiian Bank Honolulu, Hawaii	$5.47M	-$206K	5	0.17%	Reduced
542	KOCAA Knights of Columbus Asset Advisors New Haven, Connecticut	$5.45M	+$107K	1	0.47%	Increased
543	DA Duality Advisers Miami, Florida	$5.44M	-$8.94M	5	0.58%	Reduced
544	GIA GHP Investment Advisors Denver, Colorado	$5.44M	+$225K	4	0.36%	Increased
545	EAM Eukles Asset Management Cincinnati, Ohio	$5.39M	-$145K	2	2.93%	Reduced
546	MCM Makena Capital Management Menlo Park, California	$5.36M	+$5.83M	1	0.65%	New
547	Oppenheimer & Co New York	$5.35M	+$511K	3	0.1%	Increased
548	PP PDT Partners New York	$5.31M	-$2.96M	3	0.46%	Reduced
549	SCM Stanley Capital Management Houston, Texas	$5.3M	+$2.14M	1	1.55%	Increased
550	Dai-ichi Life Insurance Company Tokyo, Japan	$5.27M	$0	1	0.08%	Maintained