← 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
676	OMCS Old Mutual Customised Solutions Pinelands, South Africa	$1.8M	+$121K	5	0.18%	Increased
677	CCS Crosspoint Capital Strategies Orinda, California	$1.78M	+$1.42M	1	3.41%	New
678	AAM Ascension Asset Management New York	$1.77M	+$65.8K	1	1.62%	Increased
679	Kornitzer Capital Management Shawnee Mission, Kansas	$1.77M	-$4.89M	1	0.03%	Reduced
680	RCC Red Cedar Capital Omaha, Nebraska	$1.76M	+$12.2K	2	1.6%	Increased
681	SGH Sivik Global Healthcare Greenwich, Connecticut	$1.76M	-$761K	1	0.68%	Reduced
682	ACM Athyrium Capital Management New York	$1.76M	$0	1	1.9%	Maintained
683	GA Gagnon Advisors New York	$1.75M	+$1.56M	1	1.11%	New
684	Caption Management Oklahoma City, Oklahoma	$1.75M	-$967K	2	0.14%	Reduced
685	First Allied Advisory Services San Diego, California	$1.73M	-$1.14M	3	0.07%	Reduced
686	GIM Grassi Investment Management Santa Clara, California	$1.73M	$0	1	0.28%	Maintained
687	Carnegie Investment Counsel Pepper Pike, Ohio	$1.72M	-$168K	2	0.13%	Reduced
688	Private Advisor Group Morristown, New Jersey	$1.72M	+$99.8K	2	0.03%	Increased
689	FPCM Financial Partners Capital Management New York	$1.71M	+$11.7K	2	0.52%	Increased
690	HS HighVista Strategies Boston, Massachusetts	$1.66M	-$343K	1	0.75%	Reduced
691	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$1.66M	-$5.77M	2	0.06%	Reduced
692	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$1.64M	-$217K	1	0.16%	Reduced
693	Kentucky Retirement Systems Frankfort, Kentucky	$1.64M	-$410K	3	0.17%	Reduced
694	TEE Tibra Equities Europe London, United Kingdom	$1.63M	+$1.57M	1	0.24%	New
695	SIM Sentry Investment Management Stevens Point, Wisconsin	$1.63M	-$1.1M	2	0.11%	Reduced
696	FTB First Trust Bank Nassau, Bahamas	$1.62M	$0	1	4.95%	Maintained
697	YMRC Yorktown Management & Research Company Forest, Virginia	$1.61M	+$329K	2	0.47%	Increased
698	SW SVB Wealth Boston, Massachusetts	$1.61M	-$97.1K	1	0.06%	Reduced
699	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$1.6M	-$15.6K	4	0.31%	Reduced
700	LBC Lowe Brockenbrough & Co Richmond, Virginia	$1.58M	-$374K	2	0.23%	Reduced