← 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	CS Comerica Securities Detroit, Michigan	$2.88M	+$105K	1	0.74%	Increased
477	AA Apriem Advisors Irvine, California	$2.87M	-$29.9K	2	0.99%	Reduced
478	KSCM Kamunting Street Capital Management Miami Beach, Florida	$2.86M	+$2.32K	1	6.72%	Increased
479	Hardman Johnston Global Advisors Stamford, Connecticut	$2.85M	+$1.16K	1	0.17%	Increased
480	BIC Bridges Investment Counsel Omaha, Nebraska	$2.84M	-$32.2K	2	0.65%	Reduced
481	Veritable Wilmington, Delaware	$2.84M	+$71.7K	4	0.06%	Increased
482	Ameritas Investment Partners Lincoln, Nebraska	$2.81M	+$40.8K	4	0.18%	Increased
483	Ingalls & Snyder LLC New York	$2.78M	-$800K	2	0.15%	Reduced
484	B BP London, United Kingdom	$2.76M	-$8.09M	1	0.09%	Reduced
485	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$2.75M	+$2.56M	3	0.06%	New
486	ACM Alethea Capital Management Mercer Island, Washington	$2.74M	+$2.65M	1	3.02%	New
487	NFGCM Norman Fields Gottscho Capital Management New York	$2.73M	+$16.6K	2	1.72%	Increased
488	SGH Sivik Global Healthcare Greenwich, Connecticut	$2.72M	+$1.06M	1	0.93%	Increased
489	CCM Compass Capital Management Minneapolis, Minnesota	$2.69M	-$197K	1	0.56%	Reduced
490	Natixis Advisors Boston, Massachusetts	$2.69M	+$2.36K	2	0.05%	Increased
491	BAC Boys Arnold & Co Asheville, North Carolina	$2.69M	+$117K	1	0.51%	Increased
492	DG Davidson & Garrard Lynchburg, Virginia	$2.67M	+$32.2K	1	0.61%	Increased
493	Bridges Investment Management Omaha, Nebraska	$2.64M	-$46.9K	2	0.46%	Reduced
494	ACM Argyle Capital Management Center Valley, Pennsylvania	$2.64M	-$28.3K	1	1.18%	Reduced
495	IMIM Irving Magee Investment Management Conshohocken, Pennsylvania	$2.63M	$0	1	1.14%	Maintained
496	Scotia Capital Toronto, Ontario, Canada	$2.62M	-$396K	2	0.07%	Reduced
497	LIM Leavell Investment Management Mobile, Alabama	$2.6M	+$13K	3	0.39%	Increased
498	WBC Westpac Banking Corp Sydney, Australia	$2.57M	-$482K	3	0.02%	Reduced
499	SLG Stanley-Laman Group Berwyn, Pennsylvania	$2.57M	+$197K	3	0.47%	Increased
500	CIM Cambria Investment Management Manhattan Beach, California	$2.54M	+$132K	1	0.29%	Increased