← 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
376	WC Whitney & Co Rochester, New York	$11.8M	-$140K	1	0.94%	Reduced
377	GSCM Greenfield Seitz Capital Management Dallas, Texas	$11.8M	-$122K	1	3.86%	Reduced
378	South Dakota Investment Council Sioux Falls, South Dakota	$11.7M	+$182K	5	0.22%	Increased
379	ET Entropy Technologies New York	$11.4M	+$5.78M	4	0.62%	Increased
380	Pathstone Holdings Englewood, New Jersey	$11.3M	-$1.69M	9	0.04%	Reduced
381	MHP Manatuck Hill Partners Westport, Connecticut	$11.3M	-$1.56M	1	3.95%	Reduced
382	Truist Financial Charlotte, North Carolina	$11.1M	-$1.97M	8	0.01%	Reduced
383	BCM Brown Capital Management Baltimore, Maryland	$11.1M	-$15.1M	1	0.91%	Reduced
384	Ethic Inc New York	$11.1M	+$553K	6	0.17%	Increased
385	Voleon Capital Management Berkeley, California	$11M	+$1.42M	3	0.24%	Increased
386	Resona Asset Management Koto-Ku,tokyo, Japan	$10.9M	-$3.19M	4	0.05%	Reduced
387	RCW Rheos Capital Works Tokyo, Japan	$10.8M	+$6.22M	1	0.69%	Increased
388	ClearBridge Investments New York	$10.8M	+$1.8M	3	0.01%	Increased
389	BL BFSG LLC Irvine, California	$10.8M	+$4.17K	5	1.04%	Increased
390	HWM HFR Wealth Management Niskayuna, New York	$10.8M	-$17.9K	1	2.54%	Reduced
391	TAIM Te Ahumairangi Investment Management Wellington, New Zealand	$10.7M	+$3.03M	2	1.92%	Increased
392	1832 Asset Management Toronto, Ontario, Canada	$10.7M	+$1M	3	0.01%	Increased
393	Mutual of America Capital Management New York	$10.4M	-$1.5M	7	0.11%	Reduced
394	CIBC World Markets New York	$10.3M	+$11.5M	5	0.05%	New
395	Carson Wealth (CWM LLC) Omaha, Nebraska	$10.2M	-$731K	19	0.03%	Reduced
396	ACB Aristotle Capital Boston Boston, Massachusetts	$10.2M	-$896K	1	0.56%	Reduced
397	GF Goodman Financial Houston, Texas	$10.1M	+$381K	1	1.92%	Increased
398	Cambridge Investment Research Advisors Fairfield, Iowa	$10.1M	+$4.64M	6	0.03%	Increased
399	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$10.1M	-$597K	1	2.18%	Reduced
400	HAIM Hunter Associates Investment Management Pittsburgh, Pennsylvania	$10M	-$5.16M	1	1.34%	Reduced