← 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	GIA GHP Investment Advisors Denver, Colorado	$2.6M	+$137K	1	0.39%	Increased
552	KC Kepos Capital New York	$2.56M	$0	1	0.53%	Maintained
553	CI CPMG Inc Dallas, Texas	$2.55M	+$150K	1	0.44%	Increased
554	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$2.55M	-$1.22M	1	4.12%	Reduced
555	OPA Old Port Advisors Portland, Maine	$2.54M	+$22.5K	1	1.55%	Increased
556	EAM Eukles Asset Management Cincinnati, Ohio	$2.54M	-$120K	1	2.64%	Reduced
557	TAMH Taikang Asset Management (HK) Hong Kong	$2.51M	+$298K	1	0.57%	Increased
558	BRCM Bright Rock Capital Management Hanover, Massachusetts	$2.5M	-$478K	1	0.91%	Reduced
559	RIM Redwood Investment Management Scottsdale, Arizona	$2.49M	+$1.18M	3	1.58%	Increased
560	CAM Chou Associates Management Toronto, Ontario, Canada	$2.49M	-$5.35M	1	2.49%	Reduced
561	TIM Thompson Investment Management Madison, Wisconsin	$2.47M	+$2.69M	2	0.55%	Increased
562	WC Winmill & Co Walpole, New Hampshire	$2.45M	$0	1	1.33%	Maintained
563	WAM World Asset Management Detroit, Michigan	$2.4M	-$1.66M	4	0.21%	Reduced
564	CIBC Private Wealth Group Atlanta, Georgia	$2.38M	-$864K	1	0.01%	Reduced
565	Daiwa Securities Group Tokyo, Japan	$2.38M	+$167K	4	0.02%	Increased
566	Fred Alger Management New York	$2.37M	+$2.56M	2	0.01%	Increased
567	DTL Dynamic Technology Lab Singapore	$2.37M	-$3.4M	3	0.46%	Reduced
568	CEI Clark Estates Inc New York	$2.36M	+$3.01M	1	0.48%	New
569	SSCM Summit Street Capital Management New York	$2.35M	+$3.43M	1	2.54%	New
570	AAMA Advanced Asset Management Advisors Dublin, Ohio	$2.35M	$0	1	0.81%	Maintained
571	BlueCrest Capital Management St Helier, Jersey	$2.33M	-$836K	2	0.16%	Reduced
572	AAM Ascension Asset Management New York	$2.33M	+$15.9K	1	2.41%	Increased
573	Hotchkis & Wiley Capital Management Los Angeles, California	$2.31M	-$188K	1	0.01%	Reduced
574	Oppenheimer & Co New York	$2.29M	+$288K	4	0.07%	Increased
575	Central Trust Company Jefferson City, Missouri	$2.29M	+$23.5K	4	0.14%	Increased