← 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	Whittier Trust South Pasadena, California	$3.47M	+$40.4K	4	0.16%	Increased
427	IHL Investment House LLC Redondo Beach, California	$3.46M	+$351K	1	0.56%	Increased
428	Profund Advisors Bethesda, Maryland	$3.44M	+$672K	4	0.14%	Increased
429	CCM Carderock Capital Management Chevy Chase, Maryland	$3.44M	+$71.5K	1	1.69%	Increased
430	HCM Herndon Capital Management Atlanta, Georgia	$3.44M	+$250K	1	0.05%	Increased
431	New Mexico Educational Retirement Board Santa Fe, New Mexico	$3.43M	-$405K	2	0.15%	Reduced
432	FWSM First Wilshire Securities Management Pasadena, California	$3.37M	-$10.1K	1	0.6%	Reduced
433	OI Oakbrook Investments Lisle, Illinois	$3.31M	-$25.6K	2	0.18%	Reduced
434	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$3.3M	-$298K	4	0.1%	Reduced
435	DnB Asset Management Oslo, Norway	$3.29M	+$2.15M	2	0.07%	Increased
436	CC Colrain Capital Boston, Massachusetts	$3.27M	-$510K	1	0.25%	Reduced
437	Truist Financial Charlotte, North Carolina	$3.24M	-$354K	3	0.1%	Reduced
438	BB&T Securities Richmond, Virginia	$3.23M	-$254K	2	0.07%	Reduced
439	D.A. Davidson & Co Great Falls, Montana	$3.22M	-$3.03M	6	0.11%	Reduced
440	Hennessy Advisors Inc Novato, California	$3.22M	$0	1	0.09%	Maintained
441	HC Highmount Capital New York	$3.22M	+$41.1K	1	0.79%	Increased
442	KAM Keeley Asset Management Chicago, Illinois	$3.21M	-$54.3K	3	0.06%	Reduced
443	DCM Decade Capital Management New York	$3.17M	-$14.8M	1	0.54%	Reduced
444	SCM Summit Capital Management Seattle, Washington	$3.16M	+$3.42M	1	1.18%	New
445	SP Summit Partners Boston, Massachusetts	$3.15M	$0	1	1.01%	Maintained
446	Cubist Systematic Strategies Stamford, Connecticut	$3.14M	-$365K	5	0.17%	Reduced
447	Baillie Gifford & Co Edinburgh, United Kingdom	$3.13M	$0	1	0.01%	Maintained
448	Commonwealth Equity Services Waltham, Massachusetts	$3.12M	-$2.2M	2	0.03%	Reduced
449	ABI Adamant Biomedical Investments Zurich, Switzerland	$3.09M	-$2.06M	2	0.74%	Reduced
450	PCM Piermont Capital Management St. Louis, Missouri	$3.08M	-$32.7K	2	1.09%	Reduced