← 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	CIBC Asset Management Toronto, Ontario, Canada	$6.22M	-$493K	6	0.04%	Reduced
402	ANI American National Insurance Galveston, Texas	$6.14M	$0	1	0.34%	Maintained
403	WCF West Coast Financial Santa Barbara, California	$6.12M	+$320K	1	1.96%	Increased
404	FCMC Founders Capital Management (Connecticut) East Hartford, Connecticut	$6.08M	+$34.4K	1	3.03%	Increased
405	PC Pier Capital Stamford, Connecticut	$6.08M	-$1.88M	1	1.05%	Reduced
406	AIM Assured Investment Management New York	$5.96M	+$3.22M	2	0.12%	Increased
407	MN Services Vermogensbeheer The Hague, Netherlands	$5.95M	+$5.07M	3	0.16%	Increased
408	NFGCM Norman Fields Gottscho Capital Management New York	$5.94M	-$197K	2	3.72%	Reduced
409	Creative Planning Overland Park, Kansas	$5.94M	-$1.84M	11	0.03%	Reduced
410	AAM Auxier Asset Management Aurora, Oregon	$5.88M	-$328K	3	1.2%	Reduced
411	CC Cannell & Co New York	$5.87M	-$92.7K	1	0.2%	Reduced
412	CS Comerica Securities Detroit, Michigan	$5.86M	+$65K	2	0.87%	Increased
413	FP FDO Partners Cambridge, Massachusetts	$5.83M	+$6.25M	2	1.25%	New
414	AFS Amtrust Financial Services New York	$5.73M	+$254K	1	3.18%	Increased
415	CC Cognios Capital Leawood, Kansas	$5.66M	+$2.3M	2	1.98%	Increased
416	SGA Sector Gamma AS Oslo, Norway	$5.66M	+$985K	1	0.82%	Increased
417	CNB Camden National Bank Camden, Maine	$5.66M	+$519K	1	1.74%	Increased
418	WSCM Wellington Shields Capital Management New York	$5.57M	-$3.87K	2	0.91%	Reduced
419	HVIA Hudson Valley Investment Advisors Goshen, New York	$5.55M	-$187K	1	1.53%	Reduced
420	Virtu KCG Holdings New York	$5.54M	+$940K	7	0.15%	Increased
421	WAM World Asset Management Detroit, Michigan	$5.5M	-$631K	6	0.19%	Reduced
422	Oppenheimer Asset Management New York	$5.42M	+$90K	5	0.15%	Increased
423	LG LaFleur & Godfrey Grand Rapids, Michigan	$5.4M	+$272K	1	1.42%	Increased
424	Davidson Kempner Capital Management New York	$5.36M	+$5.81M	1	0.07%	New
425	BNP Paribas Asset Management Paris, France	$5.33M	-$3.14M	3	0.05%	Reduced