← 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	IAM Impax Asset Management Portsmouth, New Hampshire	$3.85M	-$1.02M	2	0.22%	Reduced
477	TCM Twin Capital Management Mcmurray, Pennsylvania	$3.83M	+$3.88M	2	0.2%	New
478	RHJA Rice Hall James & Associates San Diego, California	$3.82M	-$61.8K	2	0.17%	Reduced
479	CCS Crosspoint Capital Strategies Orinda, California	$3.79M	-$1.77M	1	2.94%	Reduced
480	CIC Cornercap Investment Counsel Atlanta, Georgia	$3.79M	+$3.84M	2	0.53%	New
481	DCM Dupont Capital Management Wilmington, Delaware	$3.73M	-$4.23M	3	0.08%	Reduced
482	SAM Symphony Asset Management San Francisco, California	$3.68M	-$189K	1	0.41%	Reduced
483	PVH Psagot Value Holdings Tel Aviv, Israel	$3.65M	+$3.83K	1	0.15%	Increased
484	Swiss Life Asset Management Zurich,	$3.65M	-$747K	3	0.1%	Reduced
485	Bellevue Group Kuesnacht, Switzerland	$3.62M	+$186K	1	0.38%	Increased
486	CCFCSB Cape Cod Five Cents Savings Bank Orleans, Massachusetts	$3.61M	-$133K	1	0.56%	Reduced
487	JP Morgan Private Wealth Advisors San Francisco, California	$3.61M	-$32.9K	5	0.03%	Reduced
488	LCM Landscape Capital Management Englewood, New Jersey	$3.6M	+$444K	3	0.36%	Increased
489	MC Menta Capital San Francisco, California	$3.52M	-$6.16M	2	0.52%	Reduced
490	Nuveen Charlotte, North Carolina	$3.51M	-$18.6M	4	0.02%	Reduced
491	CC Cannell Capital Alta, Wyoming	$3.5M	+$3.52M	1	1.03%	New
492	Daiwa Securities Group Tokyo, Japan	$3.5M	+$1.03M	4	0.02%	Increased
493	SNB Security National Bank Omaha, Nebraska	$3.49M	-$718K	3	2.39%	Reduced
494	ACM Ativo Capital Management Chicago, Illinois	$3.48M	-$559K	2	0.93%	Reduced
495	PEAK6 Group Chicago, Illinois	$3.46M	+$2.6M	6	0.02%	Increased
496	Brown Brothers Harriman & Co New York	$3.42M	-$4K	3	0.02%	Reduced
497	Financial Engines Advisors Santa Clara, California	$3.41M	+$1.62M	1	0.11%	Increased
498	PPCM Pillar Pacific Capital Management Pacifica, California	$3.33M	+$30.2K	1	0.43%	Increased
499	CS Comerica Securities Detroit, Michigan	$3.3M	-$2.76M	1	0.46%	Reduced
500	GIA GHP Investment Advisors Denver, Colorado	$3.3M	+$19.5K	3	0.5%	Increased