← 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	HCM Hodges Capital Management Dallas, Texas	$4.71M	-$18.4K	1	0.53%	Reduced
552	HRT Financial New York	$4.71M	-$3.17M	5	0.04%	Reduced
553	Meag Munich Ergo Munich, Germany	$4.68M	+$1.99M	4	0.45%	Increased
554	B. Metzler seel. Sohn & Co Frankfurt, Germany	$4.67M	+$197K	4	0.07%	Increased
555	EMG ETF Managers Group Summit, New Jersey	$4.67M	+$3.7M	3	0.08%	Increased
556	SSCM Summit Street Capital Management New York	$4.63M	$0	1	2.96%	Maintained
557	Davenport & Co Richmond, Virginia	$4.62M	+$185K	4	0.04%	Increased
558	ACG Allen Capital Group Grand Island, Nebraska	$4.62M	+$4.35K	2	0.93%	Increased
559	PP Paloma Partners Greenwich, Connecticut	$4.62M	-$7.17M	8	0.08%	Reduced
560	Oppenheimer & Co New York	$4.62M	+$491K	4	0.08%	Increased
561	Elo Mutual Pension Insurance Espoo, Finland	$4.6M	-$114K	3	0.15%	Reduced
562	CIM Contrarius Investment Management St. Helier, Jersey	$4.59M	-$3.78M	1	0.22%	Reduced
563	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$4.58M	+$2.46K	4	0.11%	Increased
564	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$4.49M	-$2.02M	3	0.17%	Reduced
565	Catalyst Capital Advisors Huntington, New York	$4.48M	-$201K	1	0.22%	Reduced
566	Wealth Enhancement Advisory Services Plymouth, Minnesota	$4.44M	-$2.58M	1	0.07%	Reduced
567	DTL Dynamic Technology Lab Singapore	$4.43M	-$1.33M	7	0.45%	Reduced
568	GC Globeflex Capital San Diego, California	$4.41M	-$5.81M	3	0.79%	Reduced
569	Exencial Wealth Advisors Oklahoma City, Oklahoma	$4.39M	+$70.6K	1	0.24%	Increased
570	VanEck Associates New York	$4.35M	+$97.1K	3	0.01%	Increased
571	SCM SG Capital Management Chicago, Illinois	$4.29M	+$3.4M	1	1.18%	Increased
572	Kentucky Retirement Systems Frankfort, Kentucky	$4.29M	-$156K	4	0.2%	Reduced
573	Empirical Finance Havertown, Pennsylvania	$4.26M	+$762K	4	0.69%	Increased
574	Sit Investment Associates Minneapolis, Minnesota	$4.22M	-$477K	1	0.1%	Reduced
575	DIA Dean Investment Associates Beavercreek, Ohio	$4.2M	+$376K	2	0.78%	Increased