← 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	CIBC Asset Management Toronto, Ontario, Canada	$7.42M	-$5.19M	6	0.03%	Reduced
452	CWA Asset Management Group Naples, Florida	$7.27M	-$122K	2	0.58%	Reduced
453	CCFCSB Cape Cod Five Cents Savings Bank Orleans, Massachusetts	$7.25M	-$369K	1	0.75%	Reduced
454	Perigon Wealth Management San Francisco, California	$7.24M	+$89.4K	1	0.63%	Increased
455	Soleus Capital Management Greenwich, Connecticut	$7.21M	+$1.96M	1	1.12%	Increased
456	Group One Trading Chicago, Illinois	$7.17M	-$420K	9	0.01%	Reduced
457	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$7.16M	+$510K	7	0.17%	Increased
458	TTWM TCV Trust & Wealth Management Richmond, Virginia	$7.09M	+$323K	2	0.79%	Increased
459	SG Stonnington Group Pasadena, California	$7.08M	-$167K	2	1.58%	Reduced
460	Tower Research Capital (TRC) New York	$7.04M	-$1.68M	18	0.18%	Reduced
461	BCM Birch Capital Management Dallas, Texas	$6.98M	$0	1	4.74%	Maintained
462	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$6.96M	-$941K	5	0.19%	Reduced
463	LCG Lisanti Capital Growth New York	$6.92M	+$6.2M	1	1.02%	New
464	Wolverine Trading Chicago, Illinois	$6.86M	-$1.17M	8	0.01%	Reduced
465	ACM Archon Capital Management Seattle, Washington	$6.85M	$0	1	0.97%	Maintained
466	Verition Fund Management Greenwich, Connecticut	$6.81M	+$4.26M	8	0.06%	Increased
467	CI Investments Inc Toronto, Ontario, Canada	$6.81M	-$9.91M	7	0.03%	Reduced
468	CT Coastline Trust Providence, Rhode Island	$6.78M	-$134K	2	0.84%	Reduced
469	NM Newtyn Management New York	$6.73M	+$6.98M	1	1.8%	New
470	Hotchkis & Wiley Capital Management Los Angeles, California	$6.72M	+$757K	1	0.02%	Increased
471	Wealthfront Advisers Palo Alto, California	$6.67M	+$526K	4	0.03%	Increased
472	Nomura Holdings Tokyo, Japan	$6.66M	-$1.92M	6	0.02%	Reduced
473	Inspire Investing Meridian, Idaho	$6.62M	+$4.53M	5	0.84%	Increased
474	FNT First Nebraska Trust Lincoln, Nebraska	$6.61M	-$26.1K	2	0.87%	Reduced
475	Bragg Financial Advisors Charlotte, North Carolina	$6.46M	+$18.6K	1	0.41%	Increased