← 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	Invenomic Capital Management Boston, Massachusetts	$2.59M	+$2.27M	1	1.43%	Increased
602	E Ergoteles New York	$2.59M	+$2.59M	4	0.34%	New
603	Triodos Investment Management Driebergen-Rijsenburg, Netherlands	$2.57M	$0	1	0.53%	Maintained
604	RGI River Global Investors London, United Kingdom	$2.53M	+$1.75M	1	0.19%	Increased
605	CC Cipher Capital New York	$2.51M	-$5.41M	2	0.33%	Reduced
606	Park Avenue Securities New York	$2.5M	+$1.29M	3	0.08%	Increased
607	Capital Investment Advisors Atlanta, Georgia	$2.49M	-$54.7K	1	0.12%	Reduced
608	Cinctive Capital Management New York	$2.48M	+$2.12M	1	0.22%	New
609	Steward Partners Investment Advisory New York	$2.48M	+$76.2K	8	0.06%	Increased
610	Everett Harris & Co Los Angeles, California	$2.48M	-$21.1K	1	0.05%	Reduced
611	RSS Rosenblum Silverman Sutton San Francisco, California	$2.46M	+$150K	1	0.69%	Increased
612	LS Investment Advisors Bloomfield Hills, Michigan	$2.46M	+$461K	4	0.14%	Increased
613	L2 Asset Management Wayland, Massachusetts	$2.46M	+$15.6K	1	1.98%	Increased
614	FL Fort LP Chevy Chase, Maryland	$2.41M	+$1.17M	5	1.01%	Increased
615	Meag Munich Ergo Munich, Germany	$2.41M	+$1.37M	2	0.45%	Increased
616	SCM Stonepine Capital Management Bend, Oregon	$2.41M	-$33.7K	1	2.51%	Reduced
617	Banque Cantonale Vaudoise Lausanne, Switzerland	$2.4M	-$1.6M	4	0.15%	Reduced
618	WCM Wallace Capital Management Dallas, Texas	$2.36M	+$34.1K	1	0.41%	Increased
619	PFA Professional Financial Advisors North Platte, Nebraska	$2.36M	$0	2	2.2%	Maintained
620	ARMC American Research & Management Company Marion, Massachusetts	$2.35M	-$24K	1	0.69%	Reduced
621	TC TwinBeech Capital Purchase, New York	$2.35M	+$771K	4	0.51%	Increased
622	Advisor Partners Walnut Creek, California	$2.34M	+$30K	5	0.2%	Increased
623	TPCM Three Peaks Capital Management Castle Rock, Colorado	$2.34M	-$65.5K	1	0.82%	Reduced
624	UFF USA Financial Formulas Ada, Michigan	$2.33M	-$1.58M	4	1.76%	Reduced
625	Boston Partners Boston, Massachusetts	$2.32M	-$32.8K	3	0%	Reduced