← 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	BCM Barometer Capital Management Toronto, Ontario, Canada	$6.31M	+$4.1M	1	1.29%	Increased
427	DCM Dupont Capital Management Wilmington, Delaware	$6.26M	+$3.4M	7	0.15%	Increased
428	Cambridge Investment Research Advisors Fairfield, Iowa	$6.24M	-$2.99M	6	0.07%	Reduced
429	ARTA A.R.T. Advisors New York	$6.21M	-$7.64M	5	0.4%	Reduced
430	Whittier Trust South Pasadena, California	$6.16M	+$5.16M	7	0.21%	Increased
431	Truist Financial Charlotte, North Carolina	$6.14M	-$149K	2	0.13%	Reduced
432	Nantahala Capital Management New Canaan, Connecticut	$6.07M	+$2.81M	1	0.19%	Increased
433	D.A. Davidson & Co Great Falls, Montana	$6.06M	+$14.1K	3	0.12%	Increased
434	HCM Huber Capital Management El Segundo, California	$6M	-$818K	2	0.55%	Reduced
435	EP Edgestream Partners Princeton, New Jersey	$5.99M	+$7.46M	2	1.05%	Increased
436	PC Pier Capital Stamford, Connecticut	$5.92M	-$1.42M	1	1.17%	Reduced
437	AGC Angelo Gordon & Co New York	$5.9M	$0	1	0.37%	Maintained
438	Fifth Third Bancorp Cincinnati, Ohio	$5.86M	-$357K	7	0.04%	Reduced
439	OCM Osterweis Capital Management San Francisco, California	$5.77M	-$3.38M	2	0.44%	Reduced
440	Gradient Investments Arden Hills, Minnesota	$5.72M	+$93.6K	2	0.34%	Increased
441	Barings Charlotte, North Carolina	$5.71M	-$2.16M	3	0.1%	Reduced
442	ACM Atika Capital Management New York	$5.7M	+$366K	1	1.68%	Increased
443	HP Hikari Power Tokyo, Japan	$5.63M	-$10.5M	2	0.63%	Reduced
444	Parallax Volatility Advisers San Francisco, California	$5.57M	+$3.89M	6	0.01%	Increased
445	DZ Bank Frankfurt Am Main, Germany	$5.56M	+$2.45M	2	0.02%	Increased
446	Trexquant Investment Stamford, Connecticut	$5.53M	-$1.5M	4	0.35%	Reduced
447	WCF West Coast Financial Santa Barbara, California	$5.5M	-$202K	1	1.56%	Reduced
448	Laurion Capital Management New York	$5.5M	+$3.28M	3	0.1%	Increased
449	Creative Planning Overland Park, Kansas	$5.49M	-$682K	6	0.02%	Reduced
450	RIA RPG Investment Advisory Pleasanton, California	$5.48M	+$36.2K	1	1.37%	Increased