← 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	$2.3M	+$339K	3	0.05%	Increased
602	W.R. Berkley Corp Greenwich, Connecticut	$2.28M	+$2.25M	1	0.48%	New
603	Hardman Johnston Global Advisors Stamford, Connecticut	$2.24M	+$46.6K	1	0.1%	Increased
604	Auxier Asset Management Aurora, Oregon	$2.22M	-$209K	3	0.46%	Reduced
605	FFC First Financial Corp Terre Haute, Indiana	$2.22M	$0	2	1.66%	Maintained
606	QT Quantamental Technologies White Plains, New York	$2.22M	+$1.46M	8	1.01%	Increased
607	Wealthfront Advisers Palo Alto, California	$2.2M	+$1.21M	3	0.02%	Increased
608	KWMG LLC Overland Park, Kansas	$2.16M	+$188K	1	0.53%	Increased
609	Tributary Capital Management Omaha, Nebraska	$2.13M	+$70.8K	1	0.15%	Increased
610	TAM Tiverton Asset Management Wilimington, Delaware	$2.11M	+$1.34M	3	0.09%	Increased
611	BCM Basso Capital Management Stamford, Connecticut	$2.1M	+$712K	1	0.44%	Increased
612	IndexIQ Advisors New York	$2.09M	+$591K	2	0.06%	Increased
613	Penn Capital Management Philadelphia, Pennsylvania	$2.09M	+$1.4M	1	0.2%	Increased
614	BRCM Bright Rock Capital Management Hanover, Massachusetts	$2.08M	$0	1	0.7%	Maintained
615	OPA Old Port Advisors Portland, Maine	$2.06M	+$125K	1	1.08%	Increased
616	HLA Hamilton Lane Advisors Conshohocken, Pennsylvania	$2.05M	+$1.18M	1	1.09%	Increased
617	Magnetar Financial Evanston, Illinois	$2.03M	-$20.7M	2	0.05%	Reduced
618	SGH Sivik Global Healthcare Greenwich, Connecticut	$2.03M	+$1.86M	1	0.75%	New
619	Kentucky Retirement Systems Frankfort, Kentucky	$2.02M	+$14.1K	4	0.2%	Increased
620	Kohlberg Kravis Roberts & Co New York	$2.02M	-$4.68M	1	0.03%	Reduced
621	Argent Trust Co Nashville, Tennessee	$1.99M	+$28.9K	2	0.21%	Increased
622	Pentwater Capital Management Naples, Florida	$1.99M	-$810K	1	0.03%	Reduced
623	TCM Teza Capital Management Chicago, Illinois	$1.97M	+$960K	2	1.05%	Increased
624	WesBanco Bank Wheeling, West Virginia	$1.97M	+$53K	2	0.1%	Increased
625	GA Gagnon Advisors New York	$1.94M	$0	1	1.11%	Maintained