← 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	Veritable Wilmington, Delaware	$3.28M	-$689K	4	0.07%	Reduced
477	WAM Westport Asset Management Southport, Connecticut	$3.27M	-$2.85M	1	1.15%	Reduced
478	KIG Kovitz Investment Group Chicago, Illinois	$3.24M	+$97.3K	1	0.15%	Increased
479	Raymond James Financial Services Advisors St. Petersburg, Florida	$3.24M	+$668K	2	0.2%	Increased
480	Ameritas Investment Partners Lincoln, Nebraska	$3.2M	+$1.09M	4	0.26%	Increased
481	SIM Sentry Investment Management Stevens Point, Wisconsin	$3.18M	+$1.04M	2	0.17%	Increased
482	QCMC Quantum Capital Management (California) San Francisco, California	$3.18M	+$316K	1	0.54%	Increased
483	SAM Sentinel Asset Management Montpelier, Vermont	$3.16M	-$110K	1	0.06%	Reduced
484	CD Carl Domino West Palm Beach, Florida	$3.15M	-$313K	1	1.71%	Reduced
485	Moore Capital Management New York	$3.11M	+$2.74M	1	0.05%	New
486	KAM Keeley Asset Management Chicago, Illinois	$3.07M	-$678K	3	0.05%	Reduced
487	CCM Compass Capital Management Minneapolis, Minnesota	$3.06M	$0	1	0.62%	Maintained
488	MHP Manatuck Hill Partners Westport, Connecticut	$3.04M	+$2.68M	1	0.43%	New
489	BOK Financial Tulsa, Oklahoma	$3.01M	+$1.66M	5	0.1%	Increased
490	RC Roundview Capital Princeton, New Jersey	$3.01M	-$1.43M	1	1.38%	Reduced
491	Shelton Capital Management Denver, Colorado	$2.99M	+$382K	4	0.45%	Increased
492	MP Manifold Partners San Francisco, California	$2.99M	+$17.8K	1	1.94%	Increased
493	BL Bolton LP Greenwich, Connecticut	$2.98M	+$193K	1	0.55%	Increased
494	PCM Prelude Capital Management New York	$2.98M	+$119K	8	0.49%	Increased
495	HHC Hutchin Hill Capital New York	$2.95M	+$2.99M	3	0.2%	New
496	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$2.94M	$0	1	0.59%	Maintained
497	MCM McKinley Capital Management Anchorage, Alaska	$2.92M	+$2.16M	3	0.11%	Increased
498	Commonwealth Equity Services Waltham, Massachusetts	$2.87M	-$1.47M	4	0.04%	Reduced
499	ARM Adirondack Research & Management Guilderland, New York	$2.87M	$0	1	1.4%	Maintained
500	Bahl & Gaynor Cincinnati, Ohio	$2.86M	+$1.69M	3	0.05%	Increased