← 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	Stephens Inc Little Rock, Arkansas	$2.7M	+$307K	4	0.08%	Increased
602	QIM Quantitative Investment Management Charlottesville, Virginia	$2.65M	-$24.2M	2	0.05%	Reduced
603	WCM Wallace Capital Management Dallas, Texas	$2.64M	+$72K	1	0.35%	Increased
604	ACM Ativo Capital Management Chicago, Illinois	$2.64M	-$1.12M	2	0.73%	Reduced
605	IAM Impax Asset Management Portsmouth, New Hampshire	$2.63M	$0	1	0.16%	Maintained
606	AR Advisory Research Chicago, Illinois	$2.62M	+$2.04M	1	0.04%	New
607	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$2.61M	+$66.8K	2	1.59%	Increased
608	DTL Dynamic Technology Lab Singapore	$2.58M	+$539K	5	0.39%	Increased
609	TAMH Taikang Asset Management (HK) Hong Kong	$2.58M	+$664K	2	0.29%	Increased
610	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$2.55M	+$468K	2	0.47%	Increased
611	First Manhattan New York	$2.55M	-$7.6K	9	0.01%	Reduced
612	BDWM Brewin Dolphin Wealth Management Conskleagh, Dublin, Ireland	$2.55M	-$26.8K	1	1.51%	Reduced
613	6M 6 Meridian Wichita, Kansas	$2.53M	-$52.2K	3	0.27%	Reduced
614	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$2.52M	+$1.31M	2	0.35%	Increased
615	GS Gagnon Securities New York	$2.52M	+$2.25M	1	0.73%	New
616	EMG Ellington Management Group Old Greenwich, Connecticut	$2.51M	-$2M	4	0.18%	Reduced
617	Brinker Capital Berwyn, Pennsylvania	$2.5M	+$311K	4	0.1%	Increased
618	HIH HRS Investment Holdings New York	$2.5M	+$2.61M	1	1.26%	New
619	NSIM North Star Investment Management Chicago, Illinois	$2.49M	+$97.9K	7	0.29%	Increased
620	OPA Old Port Advisors Portland, Maine	$2.49M	+$2.59M	1	1.34%	New
621	AMIM Aull & Monroe Investment Management Mobile, Alabama	$2.47M	-$4.02K	2	1.27%	Reduced
622	Laurion Capital Management New York	$2.46M	-$1.38M	2	0.02%	Reduced
623	FFC First Financial Corp Terre Haute, Indiana	$2.46M	$0	2	1.72%	Maintained
624	IB Intrust Bank Wichita, Kansas	$2.45M	+$688K	4	0.68%	Increased
625	DWA Dorsey Wright & Associates Pasadena, California	$2.44M	+$28.7K	1	0.36%	Increased