← 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
426	NCM Novare Capital Management Charlotte, North Carolina	$4.67M	+$207K	1	1.29%	Increased
427	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$4.65M	+$4.7M	1	0.88%	New
428	SFP Santa Fe Partners Santa Fe, New Mexico	$4.62M	+$3.01M	3	0.76%	Increased
429	Teacher Retirement System of Texas Austin, Texas	$4.62M	-$2.88M	7	0.04%	Reduced
430	HCM Hollencrest Capital Management Newport Beach, California	$4.6M	+$4.05M	1	0.75%	New
431	Ladenburg Thalmann Financial Services Miami, Florida	$4.6M	+$1.42M	9	0.14%	Increased
432	NG NatWest Group Edinburgh, Scotland, United Kingdom	$4.53M	+$956K	4	0.12%	Increased
433	Capstone Investment Advisors New York	$4.53M	+$3.68M	1	0.05%	Increased
434	CIBC World Market Toronto, Ontario, Canada	$4.53M	+$1.63M	3	0.02%	Increased
435	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$4.5M	+$4.52M	4	0.21%	New
436	State Farm Mutual Automobile Insurance Bloomington, Illinois	$4.48M	+$4.22M	1	0.01%	New
437	CCG Cypress Capital Group Palm Beach, Florida	$4.46M	-$449K	1	1.1%	Reduced
438	GH GAM Holding Zurich, Switzerland	$4.45M	-$427K	2	0.08%	Reduced
439	DSI Daiwa SB Investments Tokyo, Japan	$4.42M	-$382K	2	0.49%	Reduced
440	AAM Aston Asset Management Chicago, Illinois	$4.4M	+$178K	1	1.08%	Increased
441	Fifth Third Bancorp Cincinnati, Ohio	$4.35M	-$1.27M	7	0.04%	Reduced
442	MIS Morningstar Investment Services Chicago, Illinois	$4.29M	+$800K	1	0.32%	Increased
443	Klingenstein Fields & Co New York	$4.29M	+$67.5K	1	0.15%	Increased
444	FWSM First Wilshire Securities Management Pasadena, California	$4.25M	-$30.5K	1	0.65%	Reduced
445	RIG Roosevelt Investment Group New York	$4.21M	+$1.53M	2	0.19%	Increased
446	FA FDx Advisors Chicago, Illinois	$4.19M	+$205K	2	0.42%	Increased
447	TI Turner Investments Berwyn, Pennsylvania	$4.13M	-$13.1M	2	0.07%	Reduced
448	GIM Goelzer Investment Management Carmel, Indiana	$4.11M	+$7.28K	1	0.74%	Increased
449	GC Globeflex Capital San Diego, California	$4.11M	-$103K	2	0.5%	Reduced
450	FCM Forester Capital Management Lake Forest, Illinois	$4.05M	+$3.86M	1	3.22%	New