← 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	KTA Keeley-Teton Advisors Chicago, Illinois	$7.21M	-$7.85K	2	0.65%	Reduced
402	Advisor Group Phoenix, Arizona	$7.19M	+$1.83M	12	0.06%	Increased
403	CIBC Asset Management Toronto, Ontario, Canada	$7.18M	+$189K	5	0.04%	Increased
404	TCM Tekla Capital Management Boston, Massachusetts	$7.17M	+$1.07M	1	0.29%	Increased
405	Nantahala Capital Management New Canaan, Connecticut	$7.15M	+$525K	1	0.22%	Increased
406	S Seeyond Paris, France	$7.13M	+$1.76M	5	0.68%	Increased
407	Sterling Capital Management Charlotte, North Carolina	$7.06M	-$1.39M	3	0.07%	Reduced
408	DA Denali Advisors San Diego, California	$7.03M	-$6.09M	2	1.12%	Reduced
409	Advisors Asset Management Monument, Colorado	$7M	-$2.37M	5	0.13%	Reduced
410	LPL Financial San Diego, California	$6.99M	+$599K	7	0.02%	Increased
411	EP Elkfork Partners Portland, Oregon	$6.94M	-$841K	4	0.17%	Reduced
412	First National Bank of Omaha Omaha, Nebraska	$6.9M	+$93.9K	1	0.47%	Increased
413	FVCM F&V Capital Management Boca Raton, Florida	$6.83M	+$2.72M	1	3.9%	Increased
414	Castleark Management Chicago, Illinois	$6.82M	-$117K	1	0.26%	Reduced
415	PPSG Princeton Portfolio Strategies Group Princeton, New Jersey	$6.74M	+$5.57M	1	1.8%	New
416	PC Pier Capital Stamford, Connecticut	$6.65M	-$1.24M	1	1.03%	Reduced
417	OCM Osterweis Capital Management San Francisco, California	$6.59M	-$213K	2	0.41%	Reduced
418	Creative Planning Overland Park, Kansas	$6.44M	+$458K	8	0.02%	Increased
419	SCM Symons Capital Management Pittsburgh, Pennsylvania	$6.38M	-$106K	2	2.75%	Reduced
420	OMERS Administration Corp Toronto, Ontario, Canada	$6.38M	+$5.27M	3	0.07%	Increased
421	CC Cognios Capital Leawood, Kansas	$6.31M	+$2.78M	3	2.22%	Increased
422	LG LaFleur & Godfrey Grand Rapids, Michigan	$6.31M	+$155K	1	1.63%	Increased
423	CC Cipher Capital New York	$6.3M	+$5.56M	4	0.5%	Increased
424	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$6.3M	+$441K	1	1.85%	Increased
425	RBA Richard Bernstein Advisors New York	$6.29M	+$6.3M	2	0.2%	New