← 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
476	BL Bolton LP Greenwich, Connecticut	$2.97M	+$2.73M	1	0.81%	New
477	Tokio Marine Asset Management Tokyo, Japan	$2.94M	+$87.6K	3	0.19%	Increased
478	Ladenburg Thalmann Financial Services Miami, Florida	$2.94M	-$407K	9	0.1%	Reduced
479	DCM Dynamic Capital Management St. Helier, Jersey	$2.93M	+$1.16M	1	0.65%	Increased
480	Anchor Capital Advisors Boston, Massachusetts	$2.91M	+$2.08M	3	0.06%	Increased
481	SGCA Steel Grove Capital Advisors Memphis, Tennessee	$2.88M	+$77.1K	1	0.81%	Increased
482	OA OFI Advisors Philadelphia, Pennsylvania	$2.87M	+$276K	7	0.28%	Increased
483	Raymond James Financial Services Advisors St. Petersburg, Florida	$2.85M	+$1.39M	1	0.19%	Increased
484	CCM Carderock Capital Management Chevy Chase, Maryland	$2.85M	+$27.9K	1	1.65%	Increased
485	Wilmington Trust National Association Wilmington, Delaware	$2.82M	+$403K	2	0.11%	Increased
486	EI EAM Investors Solana Beach, California	$2.81M	+$945K	1	0.56%	Increased
487	MCM Maple Capital Management Montpelier, Vermont	$2.79M	-$515K	1	1.23%	Reduced
488	Profund Advisors Bethesda, Maryland	$2.78M	+$510K	4	0.15%	Increased
489	Hancock Whitney Gulfport, Mississippi	$2.77M	-$10.9M	2	0.13%	Reduced
490	CCM Compass Capital Management Minneapolis, Minnesota	$2.75M	-$121K	1	0.62%	Reduced
491	RMA Roffman Miller Associates Philadelphia, Pennsylvania	$2.74M	+$124K	1	0.69%	Increased
492	Oppenheimer & Co New York	$2.74M	+$137K	2	0.1%	Increased
493	ARM Adirondack Research & Management Guilderland, New York	$2.72M	+$154K	1	1.57%	Increased
494	IMIM Irving Magee Investment Management Conshohocken, Pennsylvania	$2.69M	$0	1	1.36%	Maintained
495	Montag & Associates Atlanta, Georgia	$2.67M	+$814K	1	0.5%	Increased
496	MP Manifold Partners San Francisco, California	$2.66M	+$2.68M	1	1.71%	New
497	MLM Mount Lucas Management Newtown, Pennsylvania	$2.65M	+$221K	1	0.58%	Increased
498	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$2.64M	+$1.66M	1	0.53%	Increased
499	WCM Wallace Capital Management Dallas, Texas	$2.63M	-$35.9K	1	0.72%	Reduced
500	SCM Stux Capital Management New York	$2.63M	-$847K	1	0.35%	Reduced