← 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
751	ALPS Advisors Denver, Colorado	$1.1M	+$684K	3	0.01%	Increased
752	South Texas Money Management San Antonio, Texas	$1.09M	+$1.04M	2	0.05%	New
753	AL Arnhold LLC New York	$1.08M	$0	2	0.18%	Maintained
754	PAM Palisade Asset Management Minneapolis, Minnesota	$1.08M	$0	1	0.17%	Maintained
755	Pinnacle Associates New York	$1.08M	-$149K	2	0.03%	Reduced
756	CIM CenturyLink Investment Management Denver, Colorado	$1.07M	-$184K	1	0.49%	Reduced
757	ECM Everence Capital Management Goshen, Indiana	$1.07M	-$227K	3	0.17%	Reduced
758	Quadrature Capital London, United Kingdom	$1.07M	-$12.7M	1	0.05%	Reduced
759	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$1.06M	+$327K	3	0.19%	Increased
760	FQ First Quadrant Glendale, California	$1.06M	-$133K	4	0.1%	Reduced
761	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$1.05M	+$44.1K	9	0%	Increased
762	IA Icon Advisers Greenwood Village, Colorado	$1.04M	-$546K	2	0.15%	Reduced
763	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$1.04M	$0	1	0.47%	Maintained
764	Clifford Swan Investment Counsel Pasadena, California	$1.03M	$0	2	0.05%	Maintained
765	IC InterOcean Capital Chicago, Illinois	$1.03M	-$155K	1	0.08%	Reduced
766	Silvercrest Asset Management New York	$1.02M	+$85.2K	1	0.01%	Increased
767	Element Capital Management New York	$1.01M	-$2.38M	1	0.09%	Reduced
768	PHK Point72 Hong Kong Hong Kong	$1.01M	+$674K	4	0.29%	Increased
769	NFG Next Financial Group Houston, Texas	$1.01M	-$171K	8	0.11%	Reduced
770	TC Trilogy Capital Irvine, California	$992K	+$9.67K	1	0.11%	Increased
771	BCM Basso Capital Management Stamford, Connecticut	$982K	-$3.75M	2	0.2%	Reduced
772	SMC S. Muoio & Co New York	$979K	-$7.42K	1	1.03%	Reduced
773	SW SVB Wealth Boston, Massachusetts	$979K	-$72.7K	1	0.02%	Reduced
774	Horizon Kinetics Asset Management New York	$977K	-$198K	3	0.03%	Reduced
775	AG AlphaSimPlex Group Boston, Massachusetts	$970K	-$67.1K	1	0.37%	Reduced