← 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	WC Winmill & Co Walpole, New Hampshire	$7.69M	$0	1	3.02%	Maintained
427	Fisher Asset Management Camas, Washington	$7.68M	+$52.4K	1	0.01%	Increased
428	People's United Financial Bridgeport, Connecticut	$7.68M	-$785K	3	0.19%	Reduced
429	USS Investment Management London, United Kingdom	$7.64M	+$1.51M	4	0.07%	Increased
430	MassMutual Private Wealth & Trust Windsor, Connecticut	$7.64M	+$34.4K	3	0.39%	Increased
431	Dai-ichi Life Insurance Company Tokyo, Japan	$7.64M	+$1.76M	3	0.11%	Increased
432	NHAS Novo Holdings A/S Hellerup, Denmark	$7.52M	-$3.21M	1	0.32%	Reduced
433	IP Isthmus Partners Madison, Wisconsin	$7.49M	+$113K	1	1.52%	Increased
434	Mirae Asset Global Investments Seoul, South Korea	$7.41M	+$1.18M	7	0.03%	Increased
435	Maverick Capital Dallas, Texas	$7.37M	-$279K	5	0.12%	Reduced
436	North Star Asset Management Neenah, Wisconsin	$7.34M	+$11.8K	1	0.46%	Increased
437	Advisors Asset Management Monument, Colorado	$7.34M	-$481K	5	0.11%	Reduced
438	WCF West Coast Financial Santa Barbara, California	$7.29M	-$2.62M	1	1.4%	Reduced
439	CCM Cinctive Capital Management New York	$7.29M	+$4.41M	3	0.59%	Increased
440	FVCM F&V Capital Management Boca Raton, Florida	$7.26M	+$295K	1	3.14%	Increased
441	D.A. Davidson & Co Great Falls, Montana	$7.25M	+$1.1M	4	0.11%	Increased
442	TTWM TCV Trust & Wealth Management Richmond, Virginia	$7.2M	+$72K	1	0.87%	Increased
443	Amalgamated Bank New York	$7.19M	-$37.1K	8	0.27%	Reduced
444	Private Advisor Group Morristown, New Jersey	$7.17M	+$2.72M	4	0.07%	Increased
445	Hillsdale Investment Management Toronto, Ontario, Canada	$7M	+$4.82M	6	0.66%	Increased
446	TC TwinBeech Capital Purchase, New York	$6.95M	+$4.03M	6	1.13%	Increased
447	LCM LVM Capital Management Portage, Michigan	$6.93M	+$6.94M	1	1.17%	New
448	KOCAA Knights of Columbus Asset Advisors New Haven, Connecticut	$6.92M	-$2.43M	1	0.74%	Reduced
449	PP Paloma Partners Greenwich, Connecticut	$6.87M	-$5.89M	7	0.18%	Reduced
450	LMR Partners London, United Kingdom	$6.84M	-$3.11M	2	0.11%	Reduced