← 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	OQS Occudo Quantitative Strategies Fort Lauderdale, Florida	$6.14M	-$2.56M	7	0.83%	Reduced
527	B. Metzler seel. Sohn & Co Frankfurt, Germany	$6.14M	-$397K	6	0.08%	Reduced
528	Spire Wealth Management Mclean, Virginia	$6.14M	+$5.23M	6	0.2%	Increased
529	BBA Baader Bank Aktiengesellschaft Unterschleissheim, Germany	$6.12M	+$4.67M	3	0.44%	Increased
530	JC Jetstream Capital Brentwood, Tennessee	$6.1M	+$5.3M	1	10.23%	New
531	BCAM Boston Common Asset Management Boston, Massachusetts	$6.09M	-$5.65M	1	0.14%	Reduced
532	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$5.97M	-$1.06M	5	0.54%	Reduced
533	OCM Osterweis Capital Management San Francisco, California	$5.89M	+$1.09M	1	0.37%	Increased
534	CP CenterBook Partners Greenwich, Connecticut	$5.82M	+$4.31M	1	0.71%	Increased
535	Hudson Bay Capital Management Stamford, Connecticut	$5.81M	+$807K	4	0.04%	Increased
536	Castleark Management Chicago, Illinois	$5.7M	-$821K	1	0.25%	Reduced
537	LCG Lisanti Capital Growth New York	$5.69M	+$3.72M	2	1.34%	Increased
538	HCM Huber Capital Management El Segundo, California	$5.63M	+$4.47M	1	1.42%	Increased
539	ZCM Ziegler Capital Management Chicago, Illinois	$5.62M	-$15.3M	2	0.26%	Reduced
540	Y-Intercept (HK) Hong Kong	$5.61M	-$2.36M	10	0.52%	Reduced
541	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$5.6M	-$2.7M	4	0.07%	Reduced
542	Ameritas Investment Partners Lincoln, Nebraska	$5.59M	-$535K	16	0.2%	Reduced
543	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$5.56M	+$42.3K	4	0.07%	Increased
544	First National Bank of Omaha Omaha, Nebraska	$5.54M	-$1.63M	1	0.35%	Reduced
545	BAM Bullseye Asset Management Denver, Colorado	$5.53M	+$2.4M	1	2.65%	Increased
546	Axiom Investors Greenwich, Connecticut	$5.53M	+$1.37M	1	0.05%	Increased
547	HCM Hillman Capital Management Bethesda, Maryland	$5.5M	-$63.6K	1	1.9%	Reduced
548	PPW Parcion Private Wealth Bellevue, Washington	$5.45M	+$4.87M	1	0.5%	New
549	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$5.44M	+$604K	2	0.05%	Increased
550	Rafferty Asset Management New York	$5.43M	+$12.4K	4	0.02%	Increased