← 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	MNBTD Moody National Bank Trust Division Galveston, Texas	$4.71M	+$27.5K	6	0.13%	Increased
477	RHFI Reilly Herbert Faulkner III	$4.7M	+$72.1K	1	2.55%	Increased
478	PFC Phocas Financial Corp Alameda, California	$4.69M	-$148K	2	0.5%	Reduced
479	TPCM Three Peaks Capital Management Castle Rock, Colorado	$4.58M	-$3.94M	2	1.44%	Reduced
480	Simplex Trading Chicago, Illinois	$4.56M	+$3.95M	5	0.01%	Increased
481	Kennedy Capital Management St Louis, Missouri	$4.56M	-$6.19M	2	0.11%	Reduced
482	GH GAM Holding Zurich, Switzerland	$4.45M	+$804K	5	0.23%	Increased
483	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$4.44M	+$1.31M	1	1.39%	Increased
484	Vident Investment Advisory Alpharetta, Georgia	$4.42M	+$285K	5	0.25%	Increased
485	RI Redwood Investments Boston, Massachusetts	$4.42M	-$12M	1	0.41%	Reduced
486	CI CPMG Inc Dallas, Texas	$4.39M	$0	1	0.39%	Maintained
487	Private Advisor Group Morristown, New Jersey	$4.35M	+$637K	4	0.1%	Increased
488	Element Capital Management New York	$4.31M	-$4.84M	3	0.12%	Reduced
489	CCM Chickasaw Capital Management Memphis, Tennessee	$4.26M	-$154K	1	0.12%	Reduced
490	Luther King Capital Management (LKCM) Fort Worth, Texas	$4.22M	+$756K	2	0.04%	Increased
491	FNT First Nebraska Trust Lincoln, Nebraska	$4.21M	+$689K	2	0.86%	Increased
492	Group One Trading Chicago, Illinois	$4.19M	-$4.62M	4	0.04%	Reduced
493	Suntrust Banks Atlanta, Georgia	$4.18M	-$456K	5	0.02%	Reduced
494	Davenport & Co Richmond, Virginia	$4.18M	+$2.48M	2	0.06%	Increased
495	CCFCSB Cape Cod Five Cents Savings Bank Orleans, Massachusetts	$4.14M	+$25.9K	1	0.69%	Increased
496	LG Leuthold Group Minneapolis, Minnesota	$4.08M	-$649K	1	0.58%	Reduced
497	Mirae Asset Global Investments Seoul, South Korea	$4.07M	-$1.97M	5	0.04%	Reduced
498	EF Exeter Financial Scottsdale, Arizona	$4.04M	-$106K	2	3.82%	Reduced
499	SNB Security National Bank Omaha, Nebraska	$4.02M	+$230K	1	2.51%	Increased
500	GC GMT Capital Atlanta, Georgia	$3.9M	-$19.1M	1	0.15%	Reduced