← 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	Grimes & Company Westborough, Massachusetts	$5.21M	+$505K	2	1.46%	Increased
402	Bessemer Group Woodbridge, New Jersey	$5.2M	-$831K	4	0.04%	Reduced
403	TU TDAM USA Toronto, Ontario, Canada	$5.2M	+$1.48M	1	0.23%	Increased
404	Commonwealth Equity Services Waltham, Massachusetts	$5.18M	+$2.55M	5	0.07%	Increased
405	FA FDx Advisors Chicago, Illinois	$5.14M	+$883K	2	0.43%	Increased
406	HAIM Hunter Associates Investment Management Pittsburgh, Pennsylvania	$4.99M	+$83K	3	1.97%	Increased
407	FQ First Quadrant Glendale, California	$4.8M	+$8.88K	5	0.11%	Increased
408	CC Cannell & Co New York	$4.76M	+$4.59M	1	0.16%	New
409	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$4.71M	+$1.04M	1	0.91%	Increased
410	Truist Financial Charlotte, North Carolina	$4.7M	-$107K	3	0.15%	Reduced
411	HCM Herndon Capital Management Atlanta, Georgia	$4.63M	-$64.6M	1	0.06%	Reduced
412	JP Morgan Private Wealth Advisors San Francisco, California	$4.62M	+$3.23M	5	0.08%	Increased
413	AL Airain Ltd St. Peter Port, Guernsey	$4.61M	+$396K	3	0.81%	Increased
414	Ladenburg Thalmann Financial Services Miami, Florida	$4.61M	+$758K	9	0.13%	Increased
415	CCM Catapult Capital Management New York	$4.59M	-$3.29M	1	0.92%	Reduced
416	CC Cannell Capital Alta, Wyoming	$4.55M	+$1.46M	1	1.62%	Increased
417	NCM Novare Capital Management Charlotte, North Carolina	$4.53M	+$230K	1	1.21%	Increased
418	Natixis Paris, France	$4.52M	-$7.03M	1	0.06%	Reduced
419	AAM Aston Asset Management Chicago, Illinois	$4.45M	+$231K	1	1.05%	Increased
420	Jefferies Group New York	$4.44M	-$19.4M	4	0.04%	Reduced
421	TCM Tributary Capital Management Omaha, Nebraska	$4.43M	+$1.19M	1	0.93%	Increased
422	State Farm Mutual Automobile Insurance Bloomington, Illinois	$4.38M	$0	1	0.01%	Maintained
423	CCG Cypress Capital Group Palm Beach, Florida	$4.38M	+$268K	1	1.08%	Increased
424	Fifth Third Bancorp Cincinnati, Ohio	$4.38M	+$246K	7	0.04%	Increased
425	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$4.38M	-$833K	2	0.04%	Reduced