← 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	Barings Charlotte, North Carolina	$6.57M	-$1.47M	4	0.14%	Reduced
402	Whittier Trust South Pasadena, California	$6.55M	+$8.36K	8	0.19%	Increased
403	PPSG Princeton Portfolio Strategies Group Princeton, New Jersey	$6.54M	+$106K	1	1.66%	Increased
404	MSR Main Street Research Lakeville, Connecticut	$6.53M	-$6.7M	1	1.47%	Reduced
405	WCM Weld Capital Management New York	$6.53M	+$1.22M	4	1.2%	Increased
406	Commonwealth Equity Services Waltham, Massachusetts	$6.41M	-$754K	8	0.03%	Reduced
407	TCM Tekla Capital Management Boston, Massachusetts	$6.36M	-$1.87M	1	0.26%	Reduced
408	Bridgewater Associates Westport, Connecticut	$6.36M	-$16.3M	1	0.05%	Reduced
409	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$6.35M	+$211K	2	2.26%	Increased
410	Mirae Asset Global Investments Seoul, South Korea	$6.24M	+$1.13M	6	0.04%	Increased
411	CIM Contrarius Investment Management St. Helier, Jersey	$6.23M	-$8.46M	1	0.35%	Reduced
412	FVCM F&V Capital Management Boca Raton, Florida	$6.22M	-$331K	1	3.71%	Reduced
413	FIG Fortress Investment Group New York	$6.22M	$0	1	0.68%	Maintained
414	Advisor Group Phoenix, Arizona	$6.15M	-$1.09M	12	0.05%	Reduced
415	KTA Keeley-Teton Advisors Chicago, Illinois	$6.15M	-$243K	2	0.6%	Reduced
416	AGC Angelo Gordon & Co New York	$6.08M	$0	1	0.69%	Maintained
417	SCM Symons Capital Management Pittsburgh, Pennsylvania	$6.04M	-$165K	2	2.51%	Reduced
418	SEC Seven Eight Capital New York	$6.01M	-$16.6M	3	0.32%	Reduced
419	Capital Fund Management (CFM) Paris, France	$6.01M	-$22.6M	3	0.05%	Reduced
420	WCF West Coast Financial Santa Barbara, California	$6.01M	-$140K	1	1.37%	Reduced
421	Allstate Corporation Northbrook, Illinois	$5.95M	+$1.66M	5	0.11%	Increased
422	Nantahala Capital Management New Canaan, Connecticut	$5.88M	-$356K	1	0.18%	Reduced
423	First National Bank of Omaha Omaha, Nebraska	$5.81M	-$27.3K	1	0.38%	Reduced
424	PPCM Pillar Pacific Capital Management Pacifica, California	$5.78M	+$222K	1	0.65%	Increased
425	RHFI Reilly Herbert Faulkner III	$5.77M	+$481K	1	2.52%	Increased