← 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	WCM Wallace Capital Management Dallas, Texas	$5.8M	-$495K	1	0.89%	Reduced
527	O'Shaughnessy Asset Management Stamford, Connecticut	$5.8M	+$848K	6	0.09%	Increased
528	MAP Moody Aldrich Partners Marblehead, Massachusetts	$5.78M	-$1.6M	1	1.1%	Reduced
529	GCP GSA Capital Partners London, United Kingdom	$5.78M	+$808K	9	0.5%	Increased
530	MML Investors Services Springfield, Massachusetts	$5.77M	-$1.9M	7	0.03%	Reduced
531	SFCM Savoir Faire Capital Management Norwalk, Connecticut	$5.77M	+$6.49M	1	3.2%	New
532	TC TownSquare Capital Provo, Utah	$5.77M	+$28.5K	5	0.11%	Increased
533	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$5.72M	-$1.8M	4	0.08%	Reduced
534	SAM Shell Asset Management The Hague, Netherlands	$5.67M	-$133K	9	0.23%	Reduced
535	WAS Wealth Advisory Solutions Indiianapolis, Indiana	$5.64M	+$3.53M	1	1.1%	Increased
536	Brevan Howard Capital Management St. Helier, Jersey	$5.61M	+$5M	5	0.07%	Increased
537	Quantinno Capital Management New York	$5.6M	+$769K	6	0.25%	Increased
538	CA CapWealth Advisors Franklin, Tennessee	$5.56M	-$298K	1	0.71%	Reduced
539	ArrowMark Colorado Holdings Denver, Colorado	$5.55M	$0	1	0.07%	Maintained
540	B. Metzler seel. Sohn & Co Frankfurt, Germany	$5.53M	-$11.8M	6	0.08%	Reduced
541	FIG Fortress Investment Group New York	$5.52M	+$5.78M	1	0.75%	New
542	KTA Keeley-Teton Advisors Chicago, Illinois	$5.52M	-$768K	3	0.77%	Reduced
543	BCM Barometer Capital Management Toronto, Ontario, Canada	$5.51M	-$3.8M	2	1.74%	Reduced
544	Exchange Traded Concepts Oklahoma City, Oklahoma	$5.51M	-$2.34M	10	0.16%	Reduced
545	Tower Research Capital (TRC) New York	$5.49M	+$1.43M	21	0.17%	Increased
546	Achmea Investment Management Zeist, Netherlands	$5.35M	+$266K	4	0.12%	Increased
547	PHP Parkman Healthcare Partners Stamford, Connecticut	$5.34M	+$3.14M	1	0.98%	Increased
548	HCM Hillman Capital Management Bethesda, Maryland	$5.33M	+$1.19M	1	2.05%	Increased
549	DTL Dynamic Technology Lab Singapore	$5.32M	-$170K	7	0.53%	Reduced
550	Manning & Napier Group Fairport, New York	$5.25M	-$65K	1	0.07%	Reduced