← 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
601	GIA GHP Investment Advisors Denver, Colorado	$1.82M	+$23.6K	2	0.6%	Increased
602	DILH Dai-ichi Life Holdings Tokyo, Japan	$1.79M	+$604K	4	0.06%	Increased
603	SFM Systematic Financial Management Teaneck, New Jersey	$1.78M	-$15M	1	0.01%	Reduced
604	MM Midas Management New York	$1.78M	+$1.88M	1	0.84%	New
605	SM Stratton Management King Of Prussia, Pennsylvania	$1.77M	+$643K	1	0.08%	Increased
606	First Eagle Investment Management New York	$1.77M	$0	2	0%	Maintained
607	FPA Fieldpoint Private Advisors New York	$1.76M	+$5.63K	1	1.01%	Increased
608	Natixis Advisors Boston, Massachusetts	$1.76M	+$956K	3	0.03%	Increased
609	ADBIC A.D. Beadell Investment Counsel Mequon, Wisconsin	$1.75M	+$4.83K	1	1.48%	Increased
610	Jacobs Levy Equity Management Florham Park, New Jersey	$1.74M	-$1.89M	2	0.03%	Reduced
611	Davenport & Co Richmond, Virginia	$1.74M	+$160K	2	0.03%	Increased
612	AWCI Alpine Woods Capital Investors Purchase, New York	$1.74M	-$347K	3	0.1%	Reduced
613	QIM Quantitative Investment Management Charlottesville, Virginia	$1.73M	-$2.23M	2	0.17%	Reduced
614	Perpetual Ltd Sydney, New South Wales, Australia	$1.73M	-$20.8K	1	0.23%	Reduced
615	Guardian Capital (Canada) Toronto, Ontario, Canada	$1.73M	-$711K	1	0.03%	Reduced
616	Jasper Ridge Partners Menlo Park, California	$1.73M	$0	1	0.11%	Maintained
617	CCM Chickasaw Capital Management Memphis, Tennessee	$1.71M	-$51.2K	1	0.09%	Reduced
618	BCM Bluefin Capital Management New York	$1.71M	+$1.51M	1	0.13%	New
619	GP GLG Partners London, United Kingdom	$1.7M	+$1.57M	1	0.12%	New
620	SHA Smith Hayes Advisers Lincoln, Nebraska	$1.69M	+$32K	1	0.56%	Increased
621	OIM Opus Investment Management Worcester, Massachusetts	$1.69M	$0	1	0.46%	Maintained
622	Bridges Investment Management Omaha, Nebraska	$1.68M	+$67.5K	1	0.38%	Increased
623	abrdn Investment Management Edinburgh, United Kingdom	$1.66M	+$24.7K	2	0.01%	Increased
624	NSIM North Star Investment Management Chicago, Illinois	$1.66M	+$1.07M	1	0.36%	Increased
625	AssetMark Inc Concord, California	$1.65M	-$588K	1	0.04%	Reduced