← 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
576	MA MYDA Advisors Woodmere, New York	$2.65M	+$2.11M	1	1.8%	New
577	Calamos Advisors Naperville, Illinois	$2.63M	+$139K	1	0.02%	Increased
578	IAM ICM Asset Management Spokane, Washington	$2.63M	+$515K	1	2.8%	Increased
579	GIA GHP Investment Advisors Denver, Colorado	$2.63M	+$67.4K	3	0.37%	Increased
580	SCM Segantii Capital Management Hong Kong	$2.61M	+$2.63M	1	0.64%	New
581	CG Cutler Group San Francisco, California	$2.61M	+$1.41M	6	0.22%	Increased
582	Global X Management Company New York	$2.6M	-$325K	6	0.05%	Reduced
583	Brown Brothers Harriman & Co New York	$2.58M	-$1.49M	5	0.01%	Reduced
584	Mirae Asset Global Investments Seoul, South Korea	$2.58M	-$269K	2	0.03%	Reduced
585	Verition Fund Management Greenwich, Connecticut	$2.57M	-$237K	5	0.19%	Reduced
586	SGH Sivik Global Healthcare Greenwich, Connecticut	$2.55M	+$2.67M	1	1.19%	New
587	NWM Nicola Wealth Management Vancouver, British Columbia, Canada	$2.55M	+$2.53M	2	0.51%	New
588	BCM Bayesian Capital Management Brooklyn, New York	$2.54M	-$1.05M	5	0.65%	Reduced
589	TCM Tributary Capital Management Omaha, Nebraska	$2.54M	+$73.6K	1	0.21%	Increased
590	First Manhattan New York	$2.53M	+$560K	9	0.01%	Increased
591	CONA Capital One National Association New York	$2.52M	+$1.22M	1	0.18%	Increased
592	Profund Advisors Bethesda, Maryland	$2.49M	+$304K	5	0.1%	Increased
593	Hillsdale Investment Management Toronto, Ontario, Canada	$2.45M	+$492K	3	0.34%	Increased
594	WCM Wallace Capital Management Dallas, Texas	$2.45M	-$90.9K	1	0.35%	Reduced
595	BDWM Brewin Dolphin Wealth Management Conskleagh, Dublin, Ireland	$2.45M	+$70.4K	1	1.51%	Increased
596	VF Virtu Financial New York	$2.4M	+$1.31M	3	0.13%	Increased
597	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$2.4M	+$763K	2	1.46%	Increased
598	AMIM Aull & Monroe Investment Management Mobile, Alabama	$2.38M	$0	2	1.24%	Maintained
599	PCM Prelude Capital Management New York	$2.38M	+$942K	7	0.17%	Increased
600	ARM Adirondack Research & Management Guilderland, New York	$2.38M	-$2.48M	1	0.95%	Reduced