← 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	LG LaFleur & Godfrey Grand Rapids, Michigan	$4.59M	-$707K	1	1.26%	Reduced
402	FNT First Nebraska Trust Lincoln, Nebraska	$4.58M	+$18.4K	1	1.31%	Increased
403	FA FDx Advisors Chicago, Illinois	$4.58M	-$1.12M	3	0.3%	Reduced
404	TIM Thompson Investment Management Madison, Wisconsin	$4.58M	-$71.3K	1	0.88%	Reduced
405	Waverton Investment Management London, United Kingdom	$4.55M	$0	1	0.31%	Maintained
406	BP Banyan Partners Palm Beach Gardens, Florida	$4.53M	+$169K	2	0.38%	Increased
407	CAM Capstone Asset Management Houston, Texas	$4.47M	-$2.58M	5	0.15%	Reduced
408	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$4.47M	-$67.2K	4	0.21%	Reduced
409	CIBC Asset Management Toronto, Ontario, Canada	$4.42M	-$930K	4	0.03%	Reduced
410	OA OFI Advisors Philadelphia, Pennsylvania	$4.38M	+$50.6K	7	0.31%	Increased
411	GH GAM Holding Zurich, Switzerland	$4.33M	-$257K	3	0.06%	Reduced
412	MACM March Altus Capital Management Greenwich, Connecticut	$4.3M	+$4.45M	1	1.71%	New
413	DSAM Dock Street Asset Management Palm Beach, Florida	$4.27M	$0	1	2.55%	Maintained
414	HCS Harvest Capital Strategies San Francisco, California	$4.25M	+$3.54M	1	0.35%	New
415	Ingalls & Snyder LLC New York	$4.21M	+$297K	2	0.23%	Increased
416	Brown Brothers Harriman & Co New York	$4.2M	+$1.14K	4	0.02%	Increased
417	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$4.18M	+$69.5K	2	0.31%	Increased
418	Creative Planning Overland Park, Kansas	$4.16M	+$200K	9	0.05%	Increased
419	P Pitcairn Conshohocken, Pennsylvania	$4.12M	+$343K	3	0.46%	Increased
420	DC Deere & Company Moline, Illinois	$4.1M	-$1.32M	3	0.23%	Reduced
421	Bank of Nova Scotia Toronto, Ontario, Canada	$4.09M	+$1.6M	2	0.02%	Increased
422	Jane Street New York	$4.07M	+$132K	3	0.04%	Increased
423	CCG Cypress Capital Group Palm Beach, Florida	$4.07M	-$609K	1	0.97%	Reduced
424	Natixis Paris, France	$4.02M	-$1.34M	1	0.06%	Reduced
425	SIM Sentry Investment Management Stevens Point, Wisconsin	$4.02M	-$80.6K	2	0.21%	Reduced