← 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	Cambria Investment Management Manhattan Beach, California	$2.71M	+$2.51M	1	0.97%	New
477	Apriem Advisors Irvine, California	$2.7M	+$185K	2	1%	Increased
478	Shelton Capital Management Denver, Colorado	$2.69M	-$128K	3	0.31%	Reduced
479	DIS Diversified Investment Strategies Baton Rouge, Louisiana	$2.69M	-$167K	1	2.43%	Reduced
480	Portolan Capital Management Boston, Massachusetts	$2.68M	-$4.01M	1	0.54%	Reduced
481	Veritable Wilmington, Delaware	$2.67M	-$653K	3	0.06%	Reduced
482	PCM Palouse Capital Management Spokane, Washington	$2.67M	-$6.98M	1	0.94%	Reduced
483	WCM Wallace Capital Management Dallas, Texas	$2.66M	+$17.3K	1	0.51%	Increased
484	GLG Partners London, United Kingdom	$2.65M	-$7.63M	2	0.08%	Reduced
485	Curi RMB Capital Chicago, Illinois	$2.65M	-$223K	1	0.16%	Reduced
486	ACM Argyle Capital Management Center Valley, Pennsylvania	$2.65M	$0	1	1.16%	Maintained
487	TWI Thomas White International Chicago, Illinois	$2.64M	+$715K	3	0.36%	Increased
488	LA Linden Advisors New York	$2.62M	$0	1	0.5%	Maintained
489	Westpac Banking Corp Sydney, Australia	$2.57M	-$25.2K	4	0.02%	Reduced
490	BAC Boys Arnold & Co Asheville, North Carolina	$2.56M	-$1.75K	1	0.5%	Reduced
491	Hardman Johnston Global Advisors Stamford, Connecticut	$2.56M	$0	1	0.14%	Maintained
492	Bridges Investment Management Omaha, Nebraska	$2.53M	+$98K	2	0.45%	Increased
493	Transamerica Financial Advisors St. Petersburg, Florida	$2.52M	+$242K	1	0.2%	Increased
494	KSCM Kamunting Street Capital Management Miami Beach, Florida	$2.52M	+$845K	1	3.85%	Increased
495	NFGCM Norman Fields Gottscho Capital Management New York	$2.47M	-$25.7K	2	1.62%	Reduced
496	DG Davidson & Garrard Lynchburg, Virginia	$2.45M	-$10.5K	1	0.57%	Reduced
497	Natixis Advisors Boston, Massachusetts	$2.44M	+$79.1K	2	0.05%	Increased
498	Ameritas Investment Partners Lincoln, Nebraska	$2.43M	-$12.6K	4	0.17%	Reduced
499	CSM Central Square Management Naperville, Illinois	$2.43M	+$2.76M	1	2.22%	New
500	AGCJ Alden Global Capital (Jersey) St. Helier, Jersey	$2.4M	+$2.73M	1	0.58%	New