← 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	Mariner Overland Park, Kansas	$2.55M	-$399K	3	0.05%	Reduced
577	DCM Dean Capital Management Overland Park, Kansas	$2.52M	-$398K	1	2.06%	Reduced
578	AAM Auxier Asset Management Aurora, Oregon	$2.51M	-$1.33M	3	0.56%	Reduced
579	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$2.51M	+$3.13M	8	0.15%	New
580	Zurich Insurance Group Zurich, Switzerland	$2.45M	-$4.74M	1	0.06%	Reduced
581	RIM Redpoint Investment Management Sydney, NSW, Australia	$2.45M	+$91.3K	3	0.14%	Increased
582	HI Handelsinvest Investeringsforvaltning Herning, Denmark	$2.44M	+$3.47M	1	0.61%	New
583	BlueCrest Capital Management St Helier, Jersey	$2.44M	-$9.82M	4	0.13%	Reduced
584	MAM Meeder Asset Management Dublin, Ohio	$2.42M	+$1.17M	7	0.22%	Increased
585	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$2.41M	+$910K	2	0.14%	Increased
586	HCMNY Howard Capital Management (New York) New York	$2.41M	-$4.43M	1	0.4%	Reduced
587	LCM Landscape Capital Management Englewood, New Jersey	$2.4M	-$5.72M	3	0.2%	Reduced
588	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$2.38M	+$1.91M	2	0.55%	Increased
589	ACM AlphaCrest Capital Management New York	$2.38M	+$3.12M	5	0.71%	New
590	LIA LS Investment Advisors Bloomfield Hills, Michigan	$2.32M	-$330K	8	0.16%	Reduced
591	CI Cavalier Investments Alpharetta, Georgia	$2.32M	+$505K	3	0.75%	Increased
592	BRCM Bright Rock Capital Management Hanover, Massachusetts	$2.28M	$0	1	0.86%	Maintained
593	Everett Harris & Co Los Angeles, California	$2.27M	-$194K	1	0.06%	Reduced
594	3C 361 Capital Denver, Colorado	$2.25M	+$930K	2	0.46%	Increased
595	ACM Argyle Capital Management Center Valley, Pennsylvania	$2.23M	-$113K	2	0.94%	Reduced
596	Scotia Capital Toronto, Ontario, Canada	$2.22M	+$1.07M	2	0.03%	Increased
597	PIA Piedmont Investment Advisors Durham, North Carolina	$2.19M	-$108K	4	0.1%	Reduced
598	Meag Munich Ergo Munich, Germany	$2.15M	+$2.38M	2	0.26%	Increased
599	RCC Red Cedar Capital Omaha, Nebraska	$2.14M	+$519K	2	2.07%	Increased
600	Pentwater Capital Management Naples, Florida	$2.11M	+$1.91M	1	0.02%	Increased