← 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	ZDA Zweig-DiMenna Associates New York	$2.92M	-$11.6M	1	0.29%	Reduced
552	TIM Triad Investment Management Newport Beach, California	$2.85M	+$3.55M	1	3.74%	New
553	Avalon Investment & Advisory Houston, Texas	$2.84M	+$120K	1	0.07%	Increased
554	Bessemer Group Woodbridge, New Jersey	$2.83M	-$381K	6	0.01%	Reduced
555	WCM Wallace Capital Management Dallas, Texas	$2.82M	-$41.3K	1	0.41%	Reduced
556	BDWM Brewin Dolphin Wealth Management Conskleagh, Dublin, Ireland	$2.81M	+$32.1K	1	1.7%	Increased
557	Oppenheimer & Co New York	$2.81M	-$2.61M	5	0.09%	Reduced
558	TAMH Taikang Asset Management (HK) Hong Kong	$2.8M	+$435K	2	0.48%	Increased
559	Daiwa Securities Group Tokyo, Japan	$2.77M	-$945K	4	0.03%	Reduced
560	TCM Telos Capital Management San Diego, California	$2.75M	+$65.6K	1	1.02%	Increased
561	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$2.73M	-$7.22M	1	0.31%	Reduced
562	Dana Investment Advisors Waukesha, Wisconsin	$2.73M	+$560K	2	0.14%	Increased
563	CC Cognios Capital Leawood, Kansas	$2.73M	+$629K	2	1.1%	Increased
564	TCM Twin Capital Management Mcmurray, Pennsylvania	$2.73M	$0	2	0.15%	Maintained
565	FVCM F&V Capital Management Boca Raton, Florida	$2.72M	+$6.63K	1	1.65%	Increased
566	Holocene Advisors New York	$2.71M	-$19.3M	5	0.04%	Reduced
567	FPC Falcon Point Capital San Francisco, California	$2.7M	-$3.53M	2	1.62%	Reduced
568	Braun Stacey Associates New York	$2.69M	+$2.64M	1	0.21%	Increased
569	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$2.68M	+$2.49M	2	0.01%	Increased
570	DWA Dorsey Wright & Associates Pasadena, California	$2.65M	-$323K	2	0.79%	Reduced
571	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$2.65M	-$3.02M	3	0.07%	Reduced
572	T TOBAM Paris, France	$2.63M	-$9.03M	2	0.13%	Reduced
573	PAIM Punch & Associates Investment Management Edina, Minnesota	$2.62M	-$334K	1	0.25%	Reduced
574	IFM Investors Melbourne, Australia	$2.59M	+$942K	4	0.21%	Increased
575	BOK Financial Tulsa, Oklahoma	$2.57M	+$883K	4	0.07%	Increased