← 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	NBC Neuberger Berman Canada Toronto, Ontario, Canada	$3.06M	-$778K	2	0.48%	Reduced
452	Aristeia Capital Greenwich, Connecticut	$3.05M	+$3.25M	1	0.16%	Increased
453	RJA Robshaw & Julian Associates Williamsville, New York	$3.02M	+$399K	1	2.38%	Increased
454	VFS VSR Financial Services Overland Park, Kansas	$2.99M	-$61.1K	1	0.34%	Reduced
455	RBA Richard Bernstein Advisors New York	$2.99M	$0	2	0.31%	Maintained
456	Calamos Advisors Naperville, Illinois	$2.98M	+$1.52M	2	0.02%	Increased
457	Scotia Capital Toronto, Ontario, Canada	$2.96M	-$835K	2	0.08%	Reduced
458	FVCM F&V Capital Management Boca Raton, Florida	$2.95M	+$2.86M	1	2.01%	New
459	MCM McKinley Capital Management Anchorage, Alaska	$2.93M	+$3.16M	1	0.12%	New
460	CCM Compass Capital Management Minneapolis, Minnesota	$2.88M	-$9.5K	1	0.61%	Reduced
461	Anchor Capital Advisors Boston, Massachusetts	$2.87M	-$3.56M	3	0.06%	Reduced
462	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$2.84M	-$226K	1	0.19%	Reduced
463	Commerce Bank Kansas City, Missouri	$2.83M	-$1.67K	2	0.04%	Reduced
464	Capital Analysts LLC Fort Washington, Pennsylvania	$2.82M	+$60.4K	2	0.62%	Increased
465	Parallax Volatility Advisers San Francisco, California	$2.82M	+$1.88M	4	0.01%	Increased
466	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$2.8M	+$45.2K	1	2.48%	Increased
467	Raymond James Financial Services Advisors St. Petersburg, Florida	$2.78M	-$1.24K	2	0.14%	Reduced
468	PP Paloma Partners Greenwich, Connecticut	$2.76M	+$806K	2	0.12%	Increased
469	CS Comerica Securities Detroit, Michigan	$2.76M	-$295K	1	0.85%	Reduced
470	Baker Avenue Asset Management San Francisco, California	$2.75M	+$169K	1	0.38%	Increased
471	RHFI Reilly Herbert Faulkner III	$2.75M	+$34.7K	1	2.44%	Increased
472	BIC Bridges Investment Counsel Omaha, Nebraska	$2.75M	-$103K	2	0.63%	Reduced
473	ARTA A.R.T. Advisors New York	$2.74M	+$2.71M	2	0.1%	New
474	IMIM Irving Magee Investment Management Conshohocken, Pennsylvania	$2.73M	+$1.11K	1	1.21%	Increased
475	Vident Investment Advisory Alpharetta, Georgia	$2.73M	+$2.77M	5	0.92%	New