← 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	New Mexico Educational Retirement Board Santa Fe, New Mexico	$4.95M	$0	6	0.21%	Maintained
477	DZ Bank Frankfurt Am Main, Germany	$4.85M	-$1.69M	2	0.01%	Reduced
478	EWM Elite Wealth Management Kirkland, Washington	$4.79M	$0	2	2.68%	Maintained
479	Moore Capital Management New York	$4.78M	-$18.7M	1	0.16%	Reduced
480	CCFCSB Cape Cod Five Cents Savings Bank Orleans, Massachusetts	$4.75M	-$151K	1	0.61%	Reduced
481	OneDigital Investment Advisors Overland Park, Kansas	$4.75M	-$64.8K	2	0.37%	Reduced
482	Tocqueville Asset Management New York	$4.75M	+$33.1K	1	0.07%	Increased
483	Dana Investment Advisors Waukesha, Wisconsin	$4.72M	+$670K	2	0.23%	Increased
484	SCM Stonepine Capital Management Bend, Oregon	$4.71M	+$545K	1	3.28%	Increased
485	WBC Westpac Banking Corp Sydney, Australia	$4.7M	-$18.3M	4	0.06%	Reduced
486	Segall Bryant & Hamill Chicago, Illinois	$4.69M	-$11.8M	3	0.07%	Reduced
487	S Seeyond Paris, France	$4.69M	-$1.2M	5	0.49%	Reduced
488	Manning & Napier Group Fairport, New York	$4.68M	+$14.2K	1	0.05%	Increased
489	Orion Portfolio Solutions Omaha, Nebraska	$4.67M	+$4.16M	8	0.37%	New
490	ATFA All Terrain Financial Advisors Coon Rapids, Minnesota	$4.65M	+$11.6K	2	1.51%	Increased
491	Cullen Capital Management New York	$4.63M	+$3.91M	1	0.18%	New
492	Capital Wealth Planning Naples, Florida	$4.62M	+$4.1M	2	0.27%	New
493	CIBC World Market Toronto, Ontario, Canada	$4.62M	+$1.6M	5	0.02%	Increased
494	DF Donoghue Forlines Boston, Massachusetts	$4.61M	+$4.25M	2	0.71%	New
495	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$4.61M	-$17.7K	7	0.08%	Reduced
496	FL Fort LP Chevy Chase, Maryland	$4.6M	-$1.51M	6	0.81%	Reduced
497	MC Middleton & Co Boston, Massachusetts	$4.57M	+$42.3K	1	0.65%	Increased
498	HS Haafor (Singapore) Singapore	$4.57M	+$3.94M	2	3.02%	New
499	North Star Asset Management Neenah, Wisconsin	$4.54M	-$105K	1	0.33%	Reduced
500	NC Nokomis Capital Dallas, Texas	$4.53M	+$4.5M	1	1.38%	New