← 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	RHFI Reilly Herbert Faulkner III	$5.71M	-$257K	1	2.76%	Reduced
402	Jane Street New York	$5.7M	+$30.7K	9	0.01%	Increased
403	QS Investors New York	$5.7M	-$688K	10	0.09%	Reduced
404	RCC Red Cedar Capital Omaha, Nebraska	$5.67M	+$138K	2	5.68%	Increased
405	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$5.63M	-$56.9K	3	0.48%	Reduced
406	ECM Endurant Capital Management San Mateo, California	$5.6M	+$1.94M	2	2.54%	Increased
407	TTWM TCV Trust & Wealth Management Richmond, Virginia	$5.4M	+$5.55M	1	0.89%	New
408	LG LaFleur & Godfrey Grand Rapids, Michigan	$5.38M	-$1.66M	1	1.61%	Reduced
409	People's United Financial Bridgeport, Connecticut	$5.36M	+$1.62M	3	0.19%	Increased
410	IFM Investors Melbourne, Australia	$5.32M	+$38.2K	4	0.24%	Increased
411	Putnam Investments Boston, Massachusetts	$5.31M	+$4.72M	3	0.01%	Increased
412	CCP Cunning Capital Partners Morrisville, North Carolina	$5.29M	+$5.72M	1	4.89%	New
413	Great Lakes Advisors Chicago, Illinois	$5.2M	-$149K	2	0.15%	Reduced
414	RBA Richard Bernstein Advisors New York	$5.18M	-$3.9M	2	0.18%	Reduced
415	RCM Radcliffe Capital Management Bala Cynwyd, Pennsylvania	$5.18M	+$5.35M	1	0.96%	New
416	PSP Principal Street Partners Memphis, Tennessee	$5.17M	+$4.19M	2	2.17%	Increased
417	IP Isthmus Partners Madison, Wisconsin	$5.16M	-$697K	1	1.59%	Reduced
418	Wealthfront Advisers Palo Alto, California	$5.16M	+$2.73M	4	0.05%	Increased
419	PFC Phocas Financial Corp Alameda, California	$5.15M	-$6.36M	1	0.06%	Reduced
420	SAM Securian Asset Management St Paul, Minnesota	$5.13M	-$86.8K	6	0.14%	Reduced
421	Manning & Napier Group Fairport, New York	$5.12M	+$1.14M	1	0.06%	Increased
422	Cowen and Company New York	$5.02M	-$3.76M	2	1.15%	Reduced
423	First National Bank of Omaha Omaha, Nebraska	$5.02M	-$342K	2	0.39%	Reduced
424	Nomura Holdings Tokyo, Japan	$5M	-$1.13M	4	0.02%	Reduced
425	BL BCWM LLC Overland Park, Kansas	$4.97M	+$13.8K	1	2.08%	Increased