← 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	BAM Blueshift Asset Management Red Bank, New Jersey	$7.51M	+$6.94M	5	1.22%	New
402	QS Investors New York	$7.5M	-$45.5K	11	0.1%	Reduced
403	Jefferies Group New York	$7.49M	+$2.58M	5	0.09%	Increased
404	2L 22NW LP Seattle, Washington	$7.46M	$0	1	4.04%	Maintained
405	Creative Planning Overland Park, Kansas	$7.43M	-$680K	7	0.02%	Reduced
406	Ingalls & Snyder LLC New York	$7.31M	-$88.1K	1	0.42%	Reduced
407	Chartwell Investment Partners Berywn, Pennsylvania	$7.25M	-$88.6K	1	0.28%	Reduced
408	MNBTD Moody National Bank Trust Division Galveston, Texas	$7.22M	$0	2	0.23%	Maintained
409	Curi RMB Capital Chicago, Illinois	$7.18M	+$624K	2	0.32%	Increased
410	People's United Financial Bridgeport, Connecticut	$7.11M	+$1.02M	3	0.21%	Increased
411	KIC Keating Investment Counselors Delray Beach, Florida	$7.08M	$0	1	3.9%	Maintained
412	B BP London, United Kingdom	$7.03M	-$2.75M	5	0.26%	Reduced
413	ANI American National Insurance Galveston, Texas	$7M	$0	1	0.36%	Maintained
414	RCW Rheos Capital Works Tokyo, Japan	$7M	+$6.61M	1	0.49%	New
415	NHAS Novo Holdings A/S Hellerup, Denmark	$6.92M	-$5.77M	1	0.45%	Reduced
416	Fisher Asset Management Camas, Washington	$6.89M	+$5.65M	1	0.01%	Increased
417	FVCM F&V Capital Management Boca Raton, Florida	$6.88M	-$2.64M	1	3.48%	Reduced
418	VWM Venturi Wealth Management Austin, Texas	$6.84M	+$6.75M	1	0.92%	New
419	FNT First Nebraska Trust Lincoln, Nebraska	$6.83M	+$958K	2	1.26%	Increased
420	Penserra Capital Management Orinda, California	$6.79M	+$5.55M	2	0.35%	Increased
421	TTWM TCV Trust & Wealth Management Richmond, Virginia	$6.77M	+$279K	1	0.96%	Increased
422	RCC Red Cedar Capital Omaha, Nebraska	$6.74M	-$49.2K	2	6.1%	Reduced
423	LG LaFleur & Godfrey Grand Rapids, Michigan	$6.7M	-$277K	1	1.71%	Reduced
424	BlueCrest Capital Management St Helier, Jersey	$6.65M	+$3.23M	2	0.35%	Increased
425	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$6.63M	-$2.45M	4	0.24%	Reduced