← 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	LIA LS Investment Advisors Bloomfield Hills, Michigan	$2.92M	-$147K	8	0.17%	Reduced
552	ACM Ativo Capital Management Chicago, Illinois	$2.89M	-$947K	2	0.77%	Reduced
553	Mirae Asset Global Investments Seoul, South Korea	$2.86M	+$317K	2	0.04%	Increased
554	Verition Fund Management Greenwich, Connecticut	$2.85M	-$76.3K	4	0.26%	Reduced
555	Financial Engines Advisors Santa Clara, California	$2.85M	-$1.11M	1	0.08%	Reduced
556	GIA GHP Investment Advisors Denver, Colorado	$2.84M	-$517K	3	0.4%	Reduced
557	IAM ICM Asset Management Spokane, Washington	$2.84M	+$580K	1	3.05%	Increased
558	CCM Chickasaw Capital Management Memphis, Tennessee	$2.83M	-$965K	1	0.06%	Reduced
559	Empirical Finance Havertown, Pennsylvania	$2.83M	+$2.93M	1	0.93%	New
560	AC Ascend Capital Orinda, California	$2.83M	-$28M	1	0.11%	Reduced
561	Calamos Advisors Naperville, Illinois	$2.75M	-$49.6K	1	0.01%	Reduced
562	BNP Paribas Asset Management Paris, France	$2.7M	-$1.91M	3	0.02%	Reduced
563	PAIM Punch & Associates Investment Management Edina, Minnesota	$2.69M	+$562K	1	0.23%	Increased
564	CT Coastline Trust Providence, Rhode Island	$2.69M	+$339K	2	0.4%	Increased
565	WBC Westpac Banking Corp Sydney, Australia	$2.69M	$0	3	0.06%	Maintained
566	MAM Meeder Asset Management Dublin, Ohio	$2.58M	+$1.81M	7	0.22%	Increased
567	TCM Telos Capital Management San Diego, California	$2.51M	-$56K	1	0.89%	Reduced
568	Global X Management Company New York	$2.51M	-$305K	6	0.06%	Reduced
569	ING Group Amsterdam, Netherlands	$2.48M	-$952K	3	0.04%	Reduced
570	SC Saybrook Capital Winston Salem, North Carolina	$2.48M	+$77.1K	1	1.15%	Increased
571	BCP Berylson Capital Partners Boston, Massachusetts	$2.47M	+$2.56M	1	3.81%	New
572	Davenport & Co Richmond, Virginia	$2.45M	+$489K	1	0.03%	Increased
573	Susquehanna International Group Bala Cynwyd, Pennsylvania	$2.4M	-$1.69M	2	0%	Reduced
574	AMIM Aull & Monroe Investment Management Mobile, Alabama	$2.4M	-$32.6K	2	1.21%	Reduced
575	TCM Tributary Capital Management Omaha, Nebraska	$2.39M	-$200K	1	0.21%	Reduced