← 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	First National Bank of Omaha Omaha, Nebraska	$5.81M	+$161K	2	0.39%	Increased
452	RHFI Reilly Herbert Faulkner III	$5.8M	+$378K	1	2.31%	Increased
453	SSCM Summit Street Capital Management New York	$5.79M	+$374K	1	4.85%	Increased
454	Calamos Advisors Naperville, Illinois	$5.76M	-$314K	1	0.04%	Reduced
455	Xponance Philadelphia, Pennsylvania	$5.75M	+$5.08M	4	0.15%	New
456	CT Coastline Trust Providence, Rhode Island	$5.7M	-$71.4K	2	0.9%	Reduced
457	Dai-ichi Life Insurance Company Tokyo, Japan	$5.69M	-$101K	3	0.13%	Reduced
458	CCFCSB Cape Cod Five Cents Savings Bank Orleans, Massachusetts	$5.64M	-$69.2K	1	0.77%	Reduced
459	Swiss Life Asset Management Zurich,	$5.62M	-$1.15M	4	0.09%	Reduced
460	FBCM Fort Baker Capital Management Larkspur, California	$5.61M	-$2.19M	1	4.45%	Reduced
461	PSP Principal Street Partners Memphis, Tennessee	$5.61M	-$650K	2	2.09%	Reduced
462	HIM HGC Investment Management Toronto, Ontario, Canada	$5.54M	-$36.2M	1	0.79%	Reduced
463	RMCP Red Mountain Capital Partners Los Angeles, California	$5.48M	$0	1	9.78%	Maintained
464	PFC Phocas Financial Corp Alameda, California	$5.45M	+$4.96M	2	0.97%	Increased
465	WC Winmill & Co Walpole, New Hampshire	$5.43M	$0	1	2.18%	Maintained
466	USS Investment Management London, United Kingdom	$5.36M	+$4.16M	4	0.06%	Increased
467	D.A. Davidson & Co Great Falls, Montana	$5.33M	-$90.7K	3	0.1%	Reduced
468	DCM Dupont Capital Management Wilmington, Delaware	$5.32M	-$1.15M	5	0.12%	Reduced
469	HT HAP Trading New York	$5.24M	-$8.61M	1	0.29%	Reduced
470	DTL Dynamic Technology Lab Singapore	$5.22M	+$2.08M	5	0.79%	Increased
471	FA Faithward Advisors Lancaster, Pennsylvania	$5.14M	-$2.28M	1	1.33%	Reduced
472	OAM Optimal Asset Management Los Altos, California	$5.12M	-$3.6M	3	0.83%	Reduced
473	GC Globeflex Capital San Diego, California	$5.12M	+$1.33M	5	1.3%	Increased
474	Private Advisor Group Morristown, New Jersey	$5.12M	+$291K	12	0.07%	Increased
475	NWM Nicola Wealth Management Vancouver, British Columbia, Canada	$5.09M	$0	2	0.7%	Maintained