← 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
626	MAI Capital Management Independence, Ohio	$2.02M	+$676K	2	0.11%	Increased
627	Kentucky Retirement Systems Frankfort, Kentucky	$2.01M	+$420K	3	0.17%	Increased
628	Avalon Investment & Advisory Houston, Texas	$1.99M	+$183K	1	0.06%	Increased
629	AC AMS Capital Sao Paulo, Brazil	$1.97M	+$1.89M	1	1.76%	New
630	BRCM Bright Rock Capital Management Hanover, Massachusetts	$1.97M	$0	1	0.68%	Maintained
631	Picton Mahoney Asset Management Toronto, Ontario, Canada	$1.96M	+$1.9M	1	0.14%	New
632	Carnegie Investment Counsel Pepper Pike, Ohio	$1.95M	-$4.93M	2	0.16%	Reduced
633	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$1.93M	-$90.6K	4	0.41%	Reduced
634	MAM Meeder Asset Management Dublin, Ohio	$1.93M	-$634K	8	0.18%	Reduced
635	KL KWMG LLC Overland Park, Kansas	$1.9M	+$102K	1	0.56%	Increased
636	Sterling Capital Management Charlotte, North Carolina	$1.9M	-$1.14M	2	0.02%	Reduced
637	CIBC Private Wealth Group Atlanta, Georgia	$1.89M	+$5.73K	7	0.01%	Increased
638	6M 6 Meridian Wichita, Kansas	$1.87M	+$116K	3	0.21%	Increased
639	LBC Lowe Brockenbrough & Co Richmond, Virginia	$1.86M	-$13.1K	2	0.28%	Reduced
640	OCM Osterweis Capital Management San Francisco, California	$1.83M	+$1.46M	1	0.13%	New
641	Scotia Capital Toronto, Ontario, Canada	$1.82M	-$57.9K	2	0.03%	Reduced
642	GPCM Granite Point Capital Management Boston, Massachusetts	$1.82M	+$881K	1	0.18%	Increased
643	Montag & Associates Atlanta, Georgia	$1.81M	+$608K	1	0.19%	Increased
644	RCC Red Cedar Capital Omaha, Nebraska	$1.8M	+$76.5K	2	1.64%	Increased
645	TAMH Taikang Asset Management (HK) Hong Kong	$1.8M	+$1.31M	2	0.18%	Increased
646	Trillium Asset Management Boston, Massachusetts	$1.77M	+$6.13K	2	0.1%	Increased
647	FTB First Trust Bank Nassau, Bahamas	$1.76M	$0	1	3.77%	Maintained
648	KI Koch Industries Wichita, Kansas	$1.76M	+$1.23M	4	0.18%	Increased
649	HS HighVista Strategies Boston, Massachusetts	$1.76M	-$2.14M	2	0.75%	Reduced
650	LSC Lyon Street Capital Sausalito, California	$1.75M	-$3.78M	1	0.56%	Reduced