← 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	PC Promethos Capital Boston, Massachusetts	$4.34M	+$552K	1	1.16%	Increased
552	Sterling Capital Management Charlotte, North Carolina	$4.31M	-$24.7K	16	0.06%	Reduced
553	NIA NIA Impact Advisors Berkeley, California	$4.31M	+$1.06M	1	1.4%	Increased
554	WI WBI Investments Red Bank, New Jersey	$4.29M	+$554K	4	1.1%	Increased
555	QGA Q Global Advisors Fort Worth, Texas	$4.27M	-$1.82M	1	6.7%	Reduced
556	BRCM Bright Rock Capital Management Hanover, Massachusetts	$4.24M	$0	1	0.83%	Maintained
557	Chicago Capital Chicago, Illinois	$4.24M	-$694K	1	0.1%	Reduced
558	KC Kintayl Capital New York	$4.2M	$0	1	2.59%	Maintained
559	BAM Bastion Asset Management Montreal, Canada	$4.2M	+$4.18M	1	2.42%	New
560	Campbell & Co Investment Adviser Baltimore, Maryland	$4.18M	-$4.15M	4	0.32%	Reduced
561	WAM Wilson Asset Management Sydney, Australia	$4.16M	+$951K	1	1.03%	Increased
562	Nexpoint Asset Management Dallas, Texas	$4.15M	+$1.04M	1	0.36%	Increased
563	Graham Capital Management Rowayton, Connecticut	$4.14M	-$5.93M	6	0.07%	Reduced
564	SlateStone Wealth Jupiter, Florida	$4.13M	+$275K	1	0.36%	Increased
565	Saba Capital Management New York	$4.12M	-$1.78M	1	0.11%	Reduced
566	Oppenheimer Asset Management New York	$4.07M	-$7.53M	5	0.04%	Reduced
567	Martingale Asset Management Boston, Massachusetts	$4.07M	-$183K	2	0.1%	Reduced
568	Pier Capital Stamford, Connecticut	$4.06M	+$5.05M	1	0.64%	New
569	iA Global Asset Management Quebec, Quebec, Canada	$4.06M	-$684K	2	0.06%	Reduced
570	All Terrain Financial Advisors Coon Rapids, Minnesota	$4.05M	+$2.06M	2	1.01%	Increased
571	Quadrant Capital Group Cincinnati, Ohio	$4.02M	+$956K	14	0.13%	Increased
572	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$4.02M	-$576K	1	0.03%	Reduced
573	XTX Topco George Town, Cayman Islands	$4M	-$3.18M	9	0.21%	Reduced
574	MAM Montanaro Asset Management London, United Kingdom	$4M	$0	1	1%	Maintained
575	Diamond Hill Capital Management Columbus, Ohio	$3.98M	+$1.29M	1	0.02%	Increased