← 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	KAM Keeley Asset Management Chicago, Illinois	$2.96M	+$9.03K	3	0.05%	Increased
477	Profund Advisors Bethesda, Maryland	$2.94M	+$211K	4	0.13%	Increased
478	Veritable Wilmington, Delaware	$2.93M	-$5.04K	4	0.06%	Reduced
479	Shelton Capital Management Denver, Colorado	$2.92M	+$59.8K	4	0.43%	Increased
480	WCF West Coast Financial Santa Barbara, California	$2.9M	-$376K	1	1.47%	Reduced
481	Whittier Trust South Pasadena, California	$2.9M	+$7.18K	4	0.15%	Increased
482	SP Summit Partners Boston, Massachusetts	$2.87M	$0	1	0.97%	Maintained
483	PointState Capital New York	$2.86M	-$5.03M	1	0.05%	Reduced
484	HCM Hilton Capital Management Garden City, New York	$2.83M	+$321K	1	1.1%	Increased
485	GIM Goelzer Investment Management Carmel, Indiana	$2.83M	-$190K	1	0.5%	Reduced
486	Ameritas Investment Partners Lincoln, Nebraska	$2.79M	-$267K	4	0.22%	Reduced
487	MAM Myriad Asset Management North Point, Hong Kong	$2.77M	+$3.2M	1	0.55%	New
488	Wilmington Trust National Association Wilmington, Delaware	$2.75M	-$65.1K	3	0.1%	Reduced
489	Trillium Asset Management Boston, Massachusetts	$2.75M	+$120K	1	0.26%	Increased
490	SCM Snow Capital Management Sewickley, Pennsylvania	$2.73M	+$417K	1	0.11%	Increased
491	RAM Roumell Asset Management Chevy Chase, Maryland	$2.73M	+$1.11M	1	2.74%	New
492	IMIM Irving Magee Investment Management Conshohocken, Pennsylvania	$2.72M	$0	1	1.24%	Maintained
493	Curi RMB Capital Chicago, Illinois	$2.71M	+$2.51M	1	0.19%	Increased
494	IHL Investment House LLC Redondo Beach, California	$2.71M	+$129K	1	0.48%	Increased
495	CIBC World Markets New York	$2.7M	+$3.11M	1	2.1%	New
496	RJA Robshaw & Julian Associates Williamsville, New York	$2.67M	+$317K	1	2.06%	Increased
497	RMA Roffman Miller Associates Philadelphia, Pennsylvania	$2.67M	+$124K	1	0.59%	Increased
498	BL Bolton LP Greenwich, Connecticut	$2.66M	+$978K	1	0.61%	Increased
499	RBA Richard Bernstein Advisors New York	$2.63M	$0	2	0.37%	Maintained
500	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$2.61M	+$344K	1	0.17%	Increased