← 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	Cubist Systematic Strategies Stamford, Connecticut	$3.35M	+$106K	3	0.2%	Increased
452	BB&T Securities Richmond, Virginia	$3.28M	-$3.22M	3	0.08%	Reduced
453	Whittier Trust South Pasadena, California	$3.27M	+$221K	4	0.16%	Increased
454	CCM Carderock Capital Management Chevy Chase, Maryland	$3.25M	+$508K	1	1.67%	Increased
455	WCF West Coast Financial Santa Barbara, California	$3.24M	+$59.6K	1	1.83%	Increased
456	Numeric Investors Boston, Massachusetts	$3.22M	-$18M	2	0.05%	Reduced
457	BOK Financial Tulsa, Oklahoma	$3.19M	-$2.35M	4	0.11%	Reduced
458	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$3.18M	+$2.08M	3	0.08%	Increased
459	RMA Roffman Miller Associates Philadelphia, Pennsylvania	$3.15M	+$28.8K	1	0.65%	Increased
460	DIS Diversified Investment Strategies Baton Rouge, Louisiana	$3.15M	$0	1	2.62%	Maintained
461	Cambridge Investment Research Advisors Fairfield, Iowa	$3.14M	+$763K	3	0.09%	Increased
462	OI Oakbrook Investments Lisle, Illinois	$3.13M	-$5.56M	2	0.17%	Reduced
463	Veritable Wilmington, Delaware	$3.11M	+$3.6K	4	0.07%	Increased
464	HBK Investments Dallas, Texas	$3.06M	+$3.02M	2	0.05%	Increased
465	SP Summit Partners Boston, Massachusetts	$3.04M	$0	1	0.73%	Maintained
466	LA Linden Advisors New York	$3.04M	$0	1	0.61%	Maintained
467	KAM Keeley Asset Management Chicago, Illinois	$3.04M	+$414K	3	0.06%	Increased
468	IHL Investment House LLC Redondo Beach, California	$3M	+$64.1K	1	0.5%	Increased
469	GW&K Investment Management Boston, Massachusetts	$2.97M	-$1.42M	1	0.08%	Reduced
470	HC Highmount Capital New York	$2.96M	+$1.27M	1	0.74%	Increased
471	Hennessy Advisors Inc Novato, California	$2.93M	-$108K	1	0.09%	Reduced
472	GACM Green Arrow Capital Management New York	$2.93M	+$2.93M	1	0.25%	New
473	FWSM First Wilshire Securities Management Pasadena, California	$2.92M	-$94.2K	1	0.53%	Reduced
474	PCM Piermont Capital Management St. Louis, Missouri	$2.92M	+$179K	2	1.13%	Increased
475	Raymond James Financial Services Advisors St. Petersburg, Florida	$2.9M	-$382K	2	0.16%	Reduced