← 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	OPA Old Port Advisors Portland, Maine	$3.19M	+$52.3K	1	1.58%	Increased
552	Quadrature Capital London, United Kingdom	$3.17M	+$3.21M	3	0.18%	New
553	TIM Thompson Investment Management Madison, Wisconsin	$3.16M	-$35.9K	2	0.59%	Reduced
554	Cullen Capital Management New York	$3.15M	-$127K	1	0.18%	Reduced
555	SGH Sivik Global Healthcare Greenwich, Connecticut	$3.14M	-$2.53M	1	1.35%	Reduced
556	Brandes Investment Partners La Jolla, California	$3.13M	-$1.08M	1	0.11%	Reduced
557	EAM Eukles Asset Management Cincinnati, Ohio	$3.11M	+$32.1K	1	2.42%	Increased
558	FIM Freedom Investment Management Hartford, Connecticut	$3.1M	-$112K	5	0.34%	Reduced
559	DA DCF Advisers Greenwich, Connecticut	$3.08M	+$259K	1	1.57%	Increased
560	Illinois Municipal Retirement Fund Oak Brook, Illinois	$3.04M	+$2.33M	5	0.4%	Increased
561	AAM Arabesque Asset Management London, United Kingdom	$3.01M	+$2.32M	2	2.7%	Increased
562	TAMH Taikang Asset Management (HK) Hong Kong	$3M	+$52.8K	1	0.46%	Increased
563	NIMC NWQ Investment Management Company Los Angeles, California	$2.99M	-$360K	1	0.14%	Reduced
564	PCM Penn Capital Management Philadelphia, Pennsylvania	$2.99M	-$168K	1	0.38%	Reduced
565	VanEck Associates New York	$2.98M	+$683K	3	0.01%	Increased
566	HVIA Hudson Valley Investment Advisors Goshen, New York	$2.96M	-$112K	1	0.64%	Reduced
567	Commerce Bank Kansas City, Missouri	$2.94M	+$2.13K	3	0.03%	Increased
568	HCM Huber Capital Management El Segundo, California	$2.94M	-$3.25M	2	1.08%	Reduced
569	Bragg Financial Advisors Charlotte, North Carolina	$2.9M	+$303K	1	0.3%	Increased
570	IM Islet Management New York	$2.89M	-$3.77M	1	0.2%	Reduced
571	Daiwa Securities Group Tokyo, Japan	$2.89M	+$101K	4	0.03%	Increased
572	Empirical Finance Havertown, Pennsylvania	$2.88M	+$1.04M	1	0.62%	Increased
573	FNBOMD First National Bank of Mount Dora Mount Dora, Florida	$2.87M	+$10.1K	1	1.19%	Increased
574	P Pitcairn Conshohocken, Pennsylvania	$2.86M	+$124K	3	0.24%	Increased
575	SNS Financial Group Minneapolis, Minnesota	$2.84M	-$283K	1	0.45%	Reduced