← 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
401	SCM Sandler Capital Management New York	$6.22M	+$5.48M	1	0.2%	New
402	Advisors Asset Management Monument, Colorado	$6.15M	+$254K	6	0.1%	Increased
403	Whitebox Advisors Minneapolis, Minnesota	$6.06M	+$1.97M	2	0.27%	Increased
404	ANI American National Insurance Galveston, Texas	$6.02M	$0	1	0.39%	Maintained
405	PFC Phocas Financial Corp Alameda, California	$5.99M	-$724K	1	0.55%	Reduced
406	CCT Country Club Trust Kansas City, Missouri	$5.85M	+$65.1K	1	0.86%	Increased
407	DP Dearborn Partners Chicago, Illinois	$5.83M	+$628K	2	0.68%	Increased
408	D.A. Davidson & Co Great Falls, Montana	$5.75M	+$368K	5	0.21%	Increased
409	Stephens Investment Management Group Houston, Texas	$5.7M	+$2.16M	1	0.19%	Increased
410	TAM Third Avenue Management New York	$5.44M	-$6.79M	1	0.1%	Reduced
411	BSPF British Steel Pension Fund London, United Kingdom	$5.34M	+$29.7K	2	0.52%	Increased
412	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$5.27M	-$948K	2	0.04%	Reduced
413	CWM Concert Wealth Management San Jose, California	$5.21M	+$339K	2	0.66%	Increased
414	CIBC Asset Management Toronto, Ontario, Canada	$5.2M	-$180K	4	0.03%	Reduced
415	HAIM Hunter Associates Investment Management Pittsburgh, Pennsylvania	$5.11M	+$998K	3	1.97%	Increased
416	Allstate Corporation Northbrook, Illinois	$5.09M	$0	1	0.19%	Maintained
417	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$5.07M	+$2.84M	3	0.82%	Increased
418	Bank of Nova Scotia Toronto, Ontario, Canada	$5.04M	-$17.1M	1	0.02%	Reduced
419	Grimes & Company Westborough, Massachusetts	$5.01M	+$627K	2	1.5%	Increased
420	CCM Century Capital Management Boston, Massachusetts	$4.95M	$0	1	0.2%	Maintained
421	Truist Financial Charlotte, North Carolina	$4.89M	-$630K	3	0.16%	Reduced
422	Spot Trading Chicago, Illinois	$4.88M	-$635K	5	0.03%	Reduced
423	AL Airain Ltd St. Peter Port, Guernsey	$4.83M	+$857K	5	0.63%	Increased
424	Voloridge Investment Management Jupiter, Florida	$4.78M	+$4.21M	1	0.91%	New
425	TCM Tributary Capital Management Omaha, Nebraska	$4.67M	-$22K	1	0.93%	Reduced