← 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
451	TIM Thompson Investment Management Madison, Wisconsin	$4M	+$214K	1	0.79%	Increased
452	HM Payson & Co Portland, Maine	$3.99M	-$3.42M	2	0.21%	Reduced
453	Farmers & Merchants Investments Inc Lincoln, Nebraska	$3.95M	+$51.4K	2	0.57%	Increased
454	FCM Force Capital Management New York	$3.9M	+$3.61M	1	0.42%	New
455	AF Ally Financial Detroit, Michigan	$3.88M	$0	1	0.41%	Maintained
456	Everett Harris & Co Los Angeles, California	$3.87M	-$12.5K	1	0.14%	Reduced
457	SAM Securian Asset Management St Paul, Minnesota	$3.66M	-$48.9K	5	0.14%	Reduced
458	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$3.64M	+$3.37M	1	0.7%	New
459	CCMLC Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut	$3.64M	-$10.5M	1	0.19%	Reduced
460	GHAM Gilman Hill Asset Management New Canaan, Connecticut	$3.64M	-$21.4K	1	2.39%	Reduced
461	FNT First Nebraska Trust Lincoln, Nebraska	$3.62M	+$275K	1	1.13%	Increased
462	CC Cannell Capital Alta, Wyoming	$3.59M	+$3.15M	1	1.46%	Increased
463	DIS Diversified Investment Strategies Baton Rouge, Louisiana	$3.58M	-$31.4K	1	2.86%	Reduced
464	BCM BBT Capital Management Fort Worth, Texas	$3.54M	+$3.12M	1	0.16%	New
465	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$3.51M	-$129K	2	0.28%	Reduced
466	OA OFI Advisors Philadelphia, Pennsylvania	$3.51M	+$421K	7	0.29%	Increased
467	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$3.46M	+$1.11M	5	0.35%	Increased
468	GW&K Investment Management Boston, Massachusetts	$3.46M	+$475K	1	0.09%	Increased
469	WCF West Coast Financial Santa Barbara, California	$3.45M	-$165K	1	1.78%	Reduced
470	SGCA Steel Grove Capital Advisors Memphis, Tennessee	$3.44M	+$402K	1	0.87%	Increased
471	YP Yellowstone Partners Idaho Falls, Idaho	$3.44M	+$3.19M	1	2.22%	New
472	Barings Charlotte, North Carolina	$3.42M	+$851K	6	0.14%	Increased
473	CC Cognios Capital Leawood, Kansas	$3.42M	+$3.17M	1	2.05%	New
474	Tudor Investment Corp Stamford, Connecticut	$3.42M	-$747K	5	0.17%	Reduced
475	TU TDAM USA Toronto, Ontario, Canada	$3.37M	+$2.91M	1	0.15%	Increased