← 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	ACM Arvin Capital Management Austin, Texas	$5.83M	-$8.08M	1	1.87%	Reduced
552	PCM Prelude Capital Management New York	$5.74M	-$1.67M	3	0.35%	Reduced
553	EAM Eukles Asset Management Cincinnati, Ohio	$5.71M	-$23.4K	3	2.29%	Reduced
554	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$5.7M	-$5.18M	1	0.3%	Reduced
555	BCP BlackBarn Capital Partners New York	$5.66M	+$5.78M	1	0.74%	New
556	DIA Dean Investment Associates Beavercreek, Ohio	$5.66M	+$856K	2	0.77%	Increased
557	AF Ally Financial Detroit, Michigan	$5.66M	$0	1	0.68%	Maintained
558	LCG Lisanti Capital Growth New York	$5.62M	+$1.14M	1	1.42%	Increased
559	Gulf International Bank (UK) London, United Kingdom	$5.51M	-$229K	4	0.14%	Reduced
560	Partners Capital Investment Group Boston, Massachusetts	$5.49M	-$319K	1	0.09%	Reduced
561	Wolverine Trading Chicago, Illinois	$5.47M	+$4.89M	7	0.01%	Increased
562	ING Group Amsterdam, Netherlands	$5.45M	-$1.23M	3	0.03%	Reduced
563	WI WBI Investments Red Bank, New Jersey	$5.44M	+$2.32M	2	1.31%	Increased
564	CCLA Investment Management London, United Kingdom	$5.43M	$0	1	0.08%	Maintained
565	CIC Chase Investment Counsel Charlottesville, Virginia	$5.42M	+$1.76M	1	1.81%	Increased
566	OAM Ostrum Asset Management Paris, France	$5.4M	-$328K	4	0.45%	Reduced
567	Elo Mutual Pension Insurance Espoo, Finland	$5.38M	-$162K	3	0.12%	Reduced
568	Mirae Asset Global Investments Seoul, South Korea	$5.36M	+$682K	4	0.02%	Increased
569	BL BFSG LLC Irvine, California	$5.34M	-$61.4K	4	0.62%	Reduced
570	Chartwell Investment Partners Berywn, Pennsylvania	$5.33M	-$379K	2	0.18%	Reduced
571	Vinva Investment Management Sydney, Australia	$5.32M	+$3.36M	2	0.23%	Increased
572	PSP Principal Street Partners Memphis, Tennessee	$5.3M	-$1.48M	1	0.87%	Reduced
573	Private Advisor Group Morristown, New Jersey	$5.23M	-$703K	4	0.03%	Reduced
574	BB Bell Bank Fargo, North Dakota	$5.23M	-$783K	1	0.62%	Reduced
575	Tower Research Capital (TRC) New York	$5.16M	-$7.74M	20	0.14%	Reduced