← 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	QCMC Quantum Capital Management (California) San Francisco, California	$2.89M	-$403K	1	0.57%	Reduced
477	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$2.87M	+$155K	1	0.19%	Increased
478	Baird Milwaukee, Wisconsin	$2.86M	-$224K	3	0.04%	Reduced
479	BlueCrest Capital Management St Helier, Jersey	$2.84M	+$3.37M	2	0.11%	New
480	BlueCrest Capital Management (UK) St. Peter Port, Guernsey	$2.84M	-$5.18M	2	0.11%	Reduced
481	Richard Bernstein Advisors New York	$2.8M	$0	2	0.29%	Maintained
482	Comerica Securities Detroit, Michigan	$2.79M	+$2.67M	1	0.93%	New
483	KA Kerrisdale Advisers Miami, Florida	$2.78M	-$10.8M	1	1.44%	Reduced
484	VFS VSR Financial Services Overland Park, Kansas	$2.78M	+$162K	1	0.33%	Increased
485	PRCP Pacific Ridge Capital Partners Lake Oswego, Oregon	$2.75M	+$409K	1	1.42%	Increased
486	BIC Bridges Investment Counsel Omaha, Nebraska	$2.69M	-$28.5K	2	0.62%	Reduced
487	Commerce Bank Kansas City, Missouri	$2.68M	-$54.8K	2	0.04%	Reduced
488	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$2.66M	+$80.5K	1	2.35%	Increased
489	Compass Capital Management Minneapolis, Minnesota	$2.63M	$0	1	0.51%	Maintained
490	NorthCoast Asset Management Greenwich, Connecticut	$2.56M	+$422K	1	0.13%	Increased
491	Shelton Capital Management Denver, Colorado	$2.55M	-$534K	3	0.34%	Reduced
492	IMIM Irving Magee Investment Management Conshohocken, Pennsylvania	$2.54M	$0	1	1.17%	Maintained
493	Oak Associates Akron, Ohio	$2.53M	+$348K	2	0.31%	Increased
494	BL Bolton LP Greenwich, Connecticut	$2.53M	-$98.2K	1	0.53%	Reduced
495	Profund Advisors Bethesda, Maryland	$2.51M	-$450K	4	0.12%	Reduced
496	Curi RMB Capital Chicago, Illinois	$2.5M	+$106K	1	0.15%	Increased
497	TS Twin Securities New York	$2.5M	+$3.05M	1	0.47%	New
498	PAM Paradigm Asset Management New York	$2.49M	+$8.51K	1	0.35%	Increased
499	RHFI Reilly Herbert Faulkner III	$2.48M	+$93.9K	1	2.44%	Increased
500	Tokio Marine Asset Management Tokyo, Japan	$2.46M	-$258K	3	0.18%	Reduced