← 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	WSCM Wellington Shields Capital Management New York	$5.63M	-$374K	2	0.95%	Reduced
402	PP Prospector Partners Guilford, Connecticut	$5.6M	-$957K	1	0.95%	Reduced
403	Point72 Asset Management Stamford, Connecticut	$5.55M	-$21.9M	2	0.04%	Reduced
404	Creative Planning Overland Park, Kansas	$5.54M	-$3.25M	8	0.04%	Reduced
405	WAM World Asset Management Detroit, Michigan	$5.48M	+$136K	4	0.21%	Increased
406	MCM Matarin Capital Management New York	$5.47M	-$10.9K	2	0.74%	Reduced
407	Baird Financial Group Milwaukee, Wisconsin	$5.45M	+$41.8K	3	0.05%	Increased
408	Fuller & Thaler Asset Management San Mateo, California	$5.45M	-$252K	4	0.09%	Reduced
409	FCM Forester Capital Management Lake Forest, Illinois	$5.35M	-$609K	1	4.97%	Reduced
410	DCM Dynamic Capital Management St. Helier, Jersey	$5.34M	+$4.54M	1	0.63%	Increased
411	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$5.25M	+$2.94M	3	0.24%	Increased
412	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$5.18M	-$163K	4	0.27%	Reduced
413	CCG Cypress Capital Group Palm Beach, Florida	$5.16M	-$275K	1	1.21%	Reduced
414	Amalgamated Bank New York	$5.11M	+$1.84M	5	0.3%	Increased
415	CC Cannell & Co New York	$5.04M	-$75.6K	1	0.18%	Reduced
416	Whittier Trust South Pasadena, California	$5M	+$164K	5	0.22%	Increased
417	PVH Psagot Value Holdings Tel Aviv, Israel	$4.99M	-$121K	1	0.22%	Reduced
418	B BP London, United Kingdom	$4.97M	$0	2	0.2%	Maintained
419	First National Bank of Omaha Omaha, Nebraska	$4.94M	-$13.7K	1	0.37%	Reduced
420	Karpus Investment Management Pittsford, New York	$4.88M	+$4.86M	1	0.25%	New
421	Oppenheimer & Co New York	$4.87M	+$187K	5	0.15%	Increased
422	Cubist Systematic Strategies Stamford, Connecticut	$4.86M	+$2.28M	5	0.28%	Increased
423	Waverton Investment Management London, United Kingdom	$4.81M	$0	1	0.36%	Maintained
424	WCF West Coast Financial Santa Barbara, California	$4.79M	+$55K	1	1.73%	Increased
425	MA Marshwinds Advisory St Simons Island, Georgia	$4.79M	+$51.5K	3	2.33%	Increased