← 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
551	WBC Westpac Banking Corp Sydney, Australia	$2.37M	-$83.7K	3	0.05%	Reduced
552	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$2.37M	-$483K	2	0.63%	Reduced
553	Mirae Asset Global Investments Seoul, South Korea	$2.36M	+$2.04M	1	0.04%	Increased
554	JCP Jabre Capital Partners Geneva, Switzerland	$2.35M	-$2.24M	1	0.46%	Reduced
555	TCM Telos Capital Management San Diego, California	$2.34M	-$17.1K	1	0.9%	Reduced
556	LBC Lowe Brockenbrough & Co Richmond, Virginia	$2.31M	+$86.4K	2	0.35%	Increased
557	Calamos Advisors Naperville, Illinois	$2.31M	+$85.7K	1	0.02%	Increased
558	Profund Advisors Bethesda, Maryland	$2.29M	-$864K	5	0.1%	Reduced
559	Wasatch Advisors Salt Lake City, Utah	$2.29M	-$315K	1	0.03%	Reduced
560	EFEM Eos Focused Equity Management New York	$2.27M	+$21.7K	1	3.38%	Increased
561	Thrivent Financial for Lutherans Minneapolis, Minnesota	$2.26M	-$1.61M	6	0.01%	Reduced
562	DIA Denver Investment Advisors Denver, Colorado	$2.26M	+$17.7K	1	0.11%	Increased
563	CG Clinton Group New York	$2.26M	-$2.51M	2	0.25%	Reduced
564	BUB BBVA USA Bancshares Houston, Texas	$2.19M	+$184K	2	0.14%	Increased
565	NAM NorthCoast Asset Management Greenwich, Connecticut	$2.19M	+$1.93M	2	0.26%	Increased
566	BVDMP Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	$2.18M	$0	2	0.24%	Maintained
567	CGM Capital Growth Management Boston, Massachusetts	$2.18M	-$1.04M	1	0.1%	Reduced
568	Virginia Retirement Systems Richmond, Virginia	$2.17M	+$365K	3	0.03%	Increased
569	BCM Bluefin Capital Management New York	$2.17M	+$2.19M	1	0.26%	New
570	TCM Tributary Capital Management Omaha, Nebraska	$2.16M	$0	1	0.19%	Maintained
571	3C 361 Capital Denver, Colorado	$2.15M	+$2.05M	1	0.41%	New
572	AMIM Aull & Monroe Investment Management Mobile, Alabama	$2.13M	-$13.2K	2	1.1%	Reduced
573	FNBOMD First National Bank of Mount Dora Mount Dora, Florida	$2.12M	-$74.4K	2	1.04%	Reduced
574	FFC First Financial Corp Terre Haute, Indiana	$2.08M	-$8.03K	2	1.36%	Reduced
575	Kentucky Retirement Systems Frankfort, Kentucky	$2.08M	+$604K	3	0.16%	Increased