← 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	CC Cognios Capital Leawood, Kansas	$4.33M	+$591K	1	2.57%	Increased
427	FCMC Founders Capital Management (Connecticut) East Hartford, Connecticut	$4.31M	+$4.16M	1	3.45%	New
428	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$4.29M	-$81.4K	4	0.2%	Reduced
429	Waverton Investment Management London, United Kingdom	$4.28M	+$2.07M	1	0.2%	Increased
430	RIG Roosevelt Investment Group New York	$4.28M	+$122K	2	0.2%	Increased
431	CWM Concert Wealth Management San Jose, California	$4.25M	-$1.28M	2	0.53%	Reduced
432	Calamos Advisors Naperville, Illinois	$4.17M	+$1.39M	2	0.03%	Increased
433	ARM Adirondack Research & Management Guilderland, New York	$4.15M	+$1.41M	1	1.59%	Increased
434	CCA Canyon Capital Advisors Dallas, Texas	$4.09M	+$4.65M	1	0.26%	New
435	FNT First Nebraska Trust Lincoln, Nebraska	$4.06M	+$722K	1	1.26%	Increased
436	DSAM Dock Street Asset Management Palm Beach, Florida	$3.99M	+$3.85M	1	2.11%	New
437	TIM Thompson Investment Management Madison, Wisconsin	$3.98M	+$179K	1	0.79%	Increased
438	OA OFI Advisors Philadelphia, Pennsylvania	$3.88M	+$428K	7	0.3%	Increased
439	Martingale Asset Management Boston, Massachusetts	$3.81M	-$2.54M	3	0.13%	Reduced
440	NAM NorthCoast Asset Management Greenwich, Connecticut	$3.79M	+$4.37M	1	0.25%	New
441	SGCA Steel Grove Capital Advisors Memphis, Tennessee	$3.79M	+$493K	1	0.94%	Increased
442	Everett Harris & Co Los Angeles, California	$3.78M	-$12.3K	1	0.14%	Reduced
443	YP Yellowstone Partners Idaho Falls, Idaho	$3.77M	+$33.3K	1	2.38%	Increased
444	FCM Forester Capital Management Lake Forest, Illinois	$3.74M	+$6.48K	1	2.9%	Increased
445	RP Raiff Partners New York	$3.72M	+$4.29M	1	2.74%	New
446	HHC Hutchin Hill Capital New York	$3.68M	+$670K	2	0.19%	Increased
447	Whitebox Advisors Minneapolis, Minnesota	$3.65M	-$410K	2	0.16%	Reduced
448	P Pitcairn Conshohocken, Pennsylvania	$3.65M	+$1.26M	3	0.41%	Increased
449	FWSM First Wilshire Securities Management Pasadena, California	$3.62M	-$37.3K	1	0.57%	Reduced
450	Andra AP-fonden Goteborg, Sweden	$3.61M	-$4.78M	3	0.08%	Reduced