← 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	TCM Telos Capital Management San Diego, California	$8.77M	+$372K	2	0.84%	Increased
427	DnB Asset Management Oslo, Norway	$8.69M	-$2.09M	2	0.03%	Reduced
428	MHP Manatuck Hill Partners Westport, Connecticut	$8.68M	+$4.21M	2	2.87%	Increased
429	AA Apriem Advisors Irvine, California	$8.53M	-$790K	1	0.81%	Reduced
430	RA Capital Management Boston, Massachusetts	$8.53M	+$11.6M	1	0.11%	New
431	CIBC Private Wealth Group Atlanta, Georgia	$8.46M	+$364K	11	0.01%	Increased
432	GHAM Gilman Hill Asset Management New Canaan, Connecticut	$8.4M	+$1.57M	1	1.32%	Increased
433	National Philanthropic Trust Jenkintown, Pennsylvania	$8.36M	$0	1	0.09%	Maintained
434	LI Leeward Investments Boston, Massachusetts	$8.3M	-$283K	1	0.42%	Reduced
435	MFWM Motley Fool Wealth Management Alexandria, Virginia	$8.3M	+$2.29M	1	0.56%	Increased
436	Huntington National Bank Columbus, Ohio	$8.29M	+$74.5K	14	0.05%	Increased
437	Bank Julius Baer & Co Zurich, Switzerland	$8.29M	+$2.3M	1	0.02%	Increased
438	Boothbay Fund Management New York	$8.28M	+$8.08M	4	0.12%	Increased
439	MML Investors Services Springfield, Massachusetts	$8.25M	-$1.97M	7	0.02%	Reduced
440	FNT First Nebraska Trust Lincoln, Nebraska	$8.23M	+$407K	2	0.74%	Increased
441	RSCM Rock Springs Capital Management Baltimore, Maryland	$8.2M	+$304K	1	0.48%	Increased
442	Pinnacle Associates New York	$8.13M	-$15.3K	1	0.11%	Reduced
443	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$8.08M	-$1.07M	1	0.07%	Reduced
444	USS Investment Management London, United Kingdom	$8.08M	$0	1	0.04%	Maintained
445	PHS Pekin Hardy Strauss Chicago, Illinois	$8.08M	+$4.59M	2	0.81%	Increased
446	AUIM Aegon USA Investment Management Cedar Rapids, Iowa	$8.04M	+$10.1M	1	5.48%	New
447	Rockefeller Capital Management New York	$7.97M	-$770K	15	0.02%	Reduced
448	Dakota Wealth Management Palm Beach Gardens, Florida	$7.97M	+$2.22M	2	0.16%	Increased
449	RP Regal Partners Sydney, NSW, Australia	$7.9M	+$10M	2	0.57%	Increased
450	&Partners Nashville, Tennessee	$7.86M	-$560K	6	0.05%	Reduced